Help Articles
How To Set Up My Team Members
The Team Leader must first Create a Team. Once created, you will Add Team Members from the button in the setup screen. To add a member, Look Up Agents within your company roster Select from the agents returned in the list, and select from the ...
Team Leader - How to Create My Team
As a Team Leader, it is important to set up your team to ensure all team members have the appropriate permission to collaborate with the team. Start by Clicking your profile menu and Click "Settings. Complete the questionnaire: A Team ID will be ...
MIBOR BLC Property Types
Residential : Residential property is property zoned specifically for living or dwelling for individuals or households; it may include standalone single-family dwellings to a unit in a large, multi-unit apartment building. For listing purposes, this ...
How Do I Delete a Draft Listing?
To delete a draft listing, use the Listings menu in the top navigation to click on View/Manage My Listings & Transactions. From the top left menu select Draft/Partial Listing. Click the X at the far right column. Click "Ok"
Saved Search Concierge
After creating a search, go to Results. Click "Save". To prescreen listings prior to delivery to your client: 1. Select the Client Name 2. Create the Search Name 3. Choose "Automatic Search" 4. Choose the expiration time and notification prompt time ...
How to Log in as My Team
When added to a Team by a Team Leader, the team member will need to accept the invitation upon their next login to connectBLC. When logged in as the team, the profile avatar will change and display a "team" icon. An option will appear in the menu ...
How Do I Save Listings to a Cart (Favorites)?
Save Listings to Favorites for quick retrieval later (additional enhancements coming). When running a search, select listings from the column view: Click the STAR icon in the menu: In the Add to Favorites window, "click here to add a new folder." ...
Search Criteria - Advanced Options
Watch Video Advanced Options allows criteria to be Excluded, or the ability to "contain" information. Use the toggle at the lower left corner of the screen to show advanced options in search.
How Do I Search By Map - Distance From an Address
1. Search and "Show Map" 2. Use the "Center on Map" icon and type in the address you want to center your radius on, then hit Enter. 3. Use the shape tool to set #miles distance, or draw your radius or other shape to set the search location. See Also: ...
connectBLC: How to Set Up My Team
To create your team collaboration permissions, the Team Leader must initiate the process. Team Leader -> From within connectBLC click on your Profile Settings. In the Settings menu, select: Team members with authorization to your account will appear, ...
Entering Clients - Additional Email Field
When entering a Client, you have the option to include more than one email address. In the Additional E-mails field, you can enter multiple email addresses - separated by a semicolon - to include more than one recipient. Clients and/or their contacts ...
Client Portal: Mobile Use
If a Client accesses their Portal via a mobile device, the mobile-responsive features of connectBLC will detect the dimensions of their screen and wrap accordingly. See below for examples of the Client Portal: Phone Laptop/Desktop
Client Emails: Subscribe/Unsubscribe Process
When you send any information, reports, or messages to your Clients from connectBLC, they will receive an email message. The email will include a brief description of information, along with a link to the Client's secure connectBLC Client Portal. The ...
Grant or Revoke Customer Support Access
Customer support representatives may need access to your connectBLC work areas to help resolve your problems. If any areas below are selected, customer support is automatically granted access to that area. Select Settings from the Settings and ...
Reporting a Problem
If you run into an issue while using connectBLC or see something that may need some improvement, you can click on the Help icon in the top toolbar, choose Feedback, select the appropriate item from the drop-down menu and click Send. Alternatively, ...
Listing Email Preference Settings
Here you can choose whether or not you would like to be BCC’d on all searches/outbound emails. Select Settings from the Settings and Sign-Out menu on the upper right hand side of the navigation menu bar. Click the Search & report defaults link under ...
Default Search Criteria Settings
Start by creating your preferred search with frequently used criteria: Default Search This section allows you to choose which Search Criteria Default loads when you access the Search page. Select Settings from the Settings and Sign-Out menu on the ...
Default Listing Report Text Color Settings
Here you can customize the color of the text that is displayed on your printed listing reports. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Search & reports defaults link ...
Default Report Footer Settings
This page lets you choose what information will be displayed at the bottom of a listing report. Select Settings from the Settings and Sign-Out menu in the upper right hand corner of the navigation menu bar. Click the Search & report defaults link ...
Default Listing Report Settings
In this section, you can select a Default Listing Report view for each property type that you search. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Search & report defaults ...
Number of Properties Displayed on a Single Page in 1-Line Summaries
From this page you can select the number of properties that display per page when viewing 1-line summaries. Select Settings from Settings and Sign-Out menu in the upper right hand corner of the navigation menu bar. Click the Search & report defaults ...
Miscellaneous Automated Search Settings
Here you can select additional defaults to suit your prospect preferences. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Prospecting Defaults link under My Defaults.When the ...
Client Activity Notification Settings
connectBLC automatically saves your client’s interest levels on properties that you send them. Here you can choose to be notified every time any of your clients mark interest in a property. Select Settings from the Settings and Sign-Out menu on the ...
Default Detailed Client Report Settings
From this section you can select the preferred Default Detailed Report that clients will access when they click the Address link on their brief report when viewing prospecting results. Selections can be made for each property type. Select Settings ...
Search & Report Default Settings
From this page, you can specify key settings that will be used each time you search for and view property listings. On this page, you can also determine what information will be displayed on each listing report that you generate. Number of properties ...
Email Template Default Settings
In this section, you may select your preferred Email Templates for initial results, new or changed results, and zero-match results. You can modify saved email notification templates from this page as well. Select Settings from the Settings and ...
Prospecting Default Settings
When prospecting searches are created with specific details for clients, you can specify key settings from this page which will be used each time you create a prospect search. The settings here can be overridden when you create or change individual ...
My Defaults Settings
In this section of Settings, you can change your personal default settings for Prospecting defaults, Search & Report defaults, and Client Portal defaults. Prospecting Defaults: Specify key settings that will be used each time you create a prospect ...
Modifying Your Resume/Bio
You can create an online resume/bio that can be displayed in your CMA reports and on your client’s connectBLC web page. Select Settings from the Settings and Sign-Out Menu in the upper right hand corner of the navigation menu bar. Click the Modify my ...
Uploading Your Photo
You can upload a photo of yourself that will be displayed in convenient places such as on a client’s Home Page and atop your resume. To begin, select Settings from the Settings and Sign-Out menu on the right hand corner of the navigation menu bar. ...
Modifying My Contact Information & Online Business Card
Select Settings from the Settings and Sign Out Menu in the upper right hand corner of the navigation menu bar. Click the Modify my contact information & online business card link under Personal Information. Upload your business photo. You may also ...
Settings Overview
In this area you can personalize connectBLC by managing your contact information, uploading a personal photo, changing your password, and more. You can change the defaults in connectBLC to present the data/information in a way that best meets your ...
Forms Overview
Access the Forms page by clicking the Forms button in the top toolbar on any page in connectBLC. This can also be accessed from the My BLC Home Page on a mobile device. To manage forms from within the BLC, click Broker Forms. Here you are able to ...
Buyer’s Closing Costs- Prepaid Items Estimated
This section gives an overview of how the prepaid items in the Buyer’s Closing Costs are calculated. First Year Insurance (Homeowner/Hazard): This figure is not automatically calculated, however is important to other calculations. Insurance Escrow ...
Property Flyers
To access the flyer program first click the Reports icon on the navigation menu bar. Click on the Property Flyers link. To create a new flyer, click Add New Flyer at the top of the screen. To select a saved flyer, click on the name of the flyer. When ...
Custom Reports
The Custom Reports option allows you to specify a set of listing fields that you would like to view in a 1-line summary report. You can then save the format as a template and use it at a later time. The Custom Fields module lets you generate reports ...
Buy vs. Rent Calculator
This application allows you to create a report that shows the financial benefits of buying versus renting. To access this report, click the Reports icon on the navigational menu bar. Then, click the Buy vs. Rent link in the Financial Calculators ...
Tax Savings Calculator
With this calculator, you are able to see the tax savings provided by home ownership. To access this calculator, click the Reports icon on the navigational menu bar. Then, click the Tax Savings link in the Financial Calculators section. Enter in the ...
Seller’s Net Proceeds Calculator
This calculator allows you to prepare a seller’s statement comparing estimated funds a seller will receive or pay for different purchase financing scenarios. To access this calculator, click the Reports icon on the navigational menu bar. Then, click ...
Buyer’s Closing Costs Calculator
Estimate the settlement and escrow costs a purchaser will incur in purchasing a home at a specific sales price. This calculator allows you to perform an analysis of typical estimated closing costs, prepaid items, and monthly payments for different ...
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