ReboGateway training manual cover copy copy

[Pages:39]ReboGateway

training manual

March 8, 2012

CONTENTS

1.1 Description 2.1- 2.3 FAQ 3.1- 3.3 Register 4.1 - 4.5 Speci c Lead Search - County Search 5.1 - 5.3 Tract Utility 6.1 - 6.4 Creating a Farm to Watch 7.1 - 7.3 How to Upload Farms 8.1 - 8.3 Results 9.1 - 9.7 Feature Details 10.1 - 10.6 ReboMarketing

FAQ ANSWERS

1. What is the web address? The web address is:

2. What browsers are supported?

We support all major browsers. Internet Explorer 9+, Firefox 10.0+, Safari, Chrome and Opera. We encourage all users to use Mozilla Firefox or Chrome since they are a safer, more secure anduser friendly browsers.

3. Who can use ReboGateway?

ReboGateway is available to real estate agents with an active DRE license. Agents who are not part of a Board of Realtors will have the Expired and Just Listed lead types withheld along with another MLS data the system o ers.

4. How long is my account good for?

Your account is based on a recurring monthly subscription (unless paid on a bi-annual or annual basis). You willbe billed each month on the same day you subscribed until you cancel your subscription by calling our support number (866)887-0206.

5. How do I change my personal information/password?

To make changes to your account information or password you can use the "Account" button. When logged into the ReboGateway system the "Account" button is located at the top right corner. After that you should see the "You are subscribed to the following Apps" window. Close that window. If you are attempting to change your password you will see the "Change Password" button at the top, near the center. If you wish to change your user information like; name, address, email, and phone, you will click on "pro le". All Broker information must be changed manually by our support sta ; you can call 866.887.0206 to have that changed.

6. How often is your data updated?

All of our data is automatically updated on a regular basis depending on the category. Our lead types vary slightly, with expireds, just listed and just solds being updated daily. Notice of defaults, Notice of sales, and REOs being updated Monday thru Friday. Divorce and probate leads updated 2-3 times per week. Our base Assessor les are updated twice a month along with our History

les. Our comparable properties are updated every couple of days. Tax Defaults are updated twice a year. In addition to all of those, your live farms are being monitored around the clock for any updated information on the properties that are saved.

7. How many records can be downloaded?

You can receive up to 1000 results for each search you perform, but you are not

limited in the number of searches you can do each day.

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8. What items are exportable? Any list of properties you generate in a search can be exported into a spreadsheet format by using the "ReboMarketing" button. In ReboMarketing you would select "Data Export" in the top left side.

9. What format are the Exports? Each user has the ability to export their results into a comma separated value (CSV), PDF, Excel (must have '03 version of excel) or XML. When you export your results only the assessor data will be exported

10. How can I see all of my results on one page? Any list of results you generate can be viewed on one page by clicking on the "List" button above the results. Your results will open up in another internet tab for easy viewing and printing.

11. Can I use your system to create labels? ReboGateway can place your results into a label format by clicking on the"ReboMarketing" button above your search results. You then will select Avery Labels at the top left. The label formats we convert to are5160 (standard address), 5167 (return address), 5164 (shipping) and 5163(shipping). You will need to have Adobe Reader on your computer in order to use the label feature. The system will use the mailing address on record when creating labels.

12. What happens if I run into a problem with the software or Have suggestions regarding future product releases? Your entire "How to" questions, along with any software related issues or suggestions on ways to enhance the system can be directed to the Benutech support sta at (866)887-0206.Benutech Support Hours are Monday ? Friday from 9:00 am to 6:00 pm PST. You can also email us at help@

13. Why don't I have access to MLS Data or the Leads; Expired and Just Listed? Any MLS access is granted through your participation with your own local board. We do verify your participation before granting access to MLS comparable properties and MLS leads. At the bottom of the it will display either granted full access with your nrds # or granted non-realtor access. If it displays granted non-realtor access you must call our support line at 866.887.0206 with your nrds # (National Association of Realtor #) or a letter of good standing before full access will be provided.

14. How do I navigate the map on the front page? We use a Google interface for our map. You are able to move the map by clicking and holding down your mouse on the map and dragging it up,

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down, left, right, until you locate your area. To zoom in or out you can click on the + or ? located on the top left of the map.

15. How do I enlarge the map on the front page? You are able to enlarge the map by clicking your mouse on the bottom right corner of the map and dragging it down or to the right to enlarge the map.

16. I saved my search results, how do I locate them again? You can locate your saved search results by choosing "Live Farm" in the lead type drop down box. The lead type box is located to the right of your County box.

17. How do I receive daily email noti cation on my farms? Once you have saved your farm, you will click on "Setting", down toward the bottom under "farms to watch" you will select the farm you wish to receive noti cations on. You can have up to 8 farms being watched at one time. *Note- The email noti cations will updated you if any of the properties saved in your farm have changed status on the MLS, have NOD or NOS led against them or if a court case has been led.

18. I have entered in my email and password but I can't access the site? If your email address or password is incorrect the login page will refresh and enter your email address under "Not a Member Yet?" If you have already registered, either your email or password is incorrect. You can click on "lost your password" next to the log in button and enter in your email address to have a new one sent to you. You will receive a 5 digit number as a new password via an email from help@.

19. I need some training on the system, how do I set that up? We o er free 30 minute, over the phone, one-on-one training with one of our support sta . To get a time scheduled please call our support line at 866.887.0206

20. I need to update my credit card information? To update any of your billing information you must call our support line at 866.887.0206 to have that updated. If you re-enter your information online, on the billing page, it will create another subscribe.

21. How do I sign up for Multi Counties? If you are currently subscribed to ReboGateway you will click on "Account" at the top left, it will take you to the billing page where you can subscribe to another county. If you are subscribing for the rst time you will need to complete the billing page for each county you wish to subscribe to.

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REGISTER

BEFORE YOU BEGIN PLEASE MAKE SURE YOU HAVE YOUR DRE LICENSE NUMBER AND CREDIT CARD INFORMATION AVAILABLE.

Step 1: Enter into the address bar of your web browser.

Step 2: Enter your email address into the "not a member yet" eld and choose the option below that best describes your business.

NOTE: There is no di erence in data between a Listing and Selling Agent.

Step 3: Once the information is entered, click on the "Register" button. Step 4: You will be asked to enter your DRE license number.

Step 5: On this page you will need to ll in all of the required elds, includ-

ing your phone number and password. Once all the data has been entered

into the required elds, click on "Create Account".

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NOTE: The system will automatically look up your NRDS # giving you access to the Expired and Just Listed lead types. If you are still missing these categories after a few hours of being signed up, contact customer support where it can be entered into the system manually. Step 6: Upon success you will be promted to log in. Keep in mind that the email address you used to sign up will be the user name you enter to login.

Step 7: After clicking on "Login", Enter in your email and password under member login on the login page.

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Step 8: Select Monthly Subscriptions under the payment section. Check the box for ReboGateway and choose the county you would like to subscribe to. Next, enter your credit card information, billing address, and a promo code if you are provided one. Check the box showing that you agree to the terms and conditions, and click submit. *Note: Each county is a separate subscription. If you wish to subscribe to multiple counties you must repeat the billing page for each county you wish to subscribe to.

Step 9: A window will appear in the center of your screen showing you which apps you subscribe to. Click on "ReboGatewy" to enter the site.

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