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Classic - AgentConnect — My Flyers

Classic - AgentConnect — My Flyers

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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 color palettes that work to suit your partner and your branding needs. The flyers are saved as PDFs you can share with your real estate partners.

This article covers the following information:


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.


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. (The data is not automatically refreshed once the flyer is generated. To incorporate the most current listing data, you must create a new flyer or establish a connection with the realtor through My Network.)

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

  7. Select Manual.

    • Search by Realtor Name

    • Search by MLS ID: Searching my MLS ID will bring in the data on the listing.

       

  8. The New Manual Flyer/Set your parameters/Set up the realtor popup window opens. It has two options for the information that will be included in the flyer:

    • Search for a realtor: Select from a list of existing realtors.

    • Create a new one: Add a new realtor.

       

  9. If you select Search for a realtor and have previously set up the realtor, click the realtor’s name in the drop-down list.

     

  10. If you select Create a new one, the New Manual Flyer/Set your parameters/Set up the realtor popup window will open. Enter the realtor information. All fields are required.

  11. Click Save & Continue.

     

  12. Enter the property information when the New Manual Flyer/Set your parameters/Set up the parameters of your new custom loan set popup window opens. You can enter the address into the Search Address field. Once selected, the full address will automatically populate the remaining property information fields.

  13. Click Next.

     

  14. Enter the MLS, school, and house information when the second New Manual Flyer/Set your parameters/Set up the parameters of your new custom loan set popup window opens.

     

  15. Enter the listing information when the third New Manual Flyer/Set your parameters/Set up the parameters of your new custom loan set popup window opens.

  16. Click Next.

     

  17. Enter the property overview information when the New Manual Flyer/Set Property Overview/Set the property overview of this flyer popup window opens.

  18. Click Next.

     

  19. Upload up to four pictures when the second New Manual Flyer/Upload Pictures popup window opens.
    Once you complete the upload, select the order in which you would like to display the pictures.

    • Pictures cannot exceed 5 MB.

    • Pictures must be JPEG or PNG files.

  20. Click Next. The cover picture will be displayed in your My Flyers section to help you visually identify the flyer.

     

  21. The Set Loan Program Order popup window opens.

     

  22. Add Discount Points that would be applied to all loan programs displayed.

     

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

     

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

     

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

 

If no pricing options are returned by the pricing engine, but a template with pricing options was selected, the Pricing Options section will automatically be removed from the flyer and landing page.


How to Edit an Existing Flyer

  1. Click the three dots in the top right of the listing you want 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. Click Print. The system will generate a printable PDF.

     

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

     

  5. View the flyer.

     


How to Email the Real Estate Flyer and Landing Page Links to Real Estate Partners

  1. Complete Steps 1-4 in the How to Print a Flyer section (above).

  2. Click the Email to Agent button to send an email containing the link to the landing page and an attachment with the flyer to your real estate partner.

Sample Email Flyer

 

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