Help Articles
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. 2. 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 ...
Payment Calculator
The payment calculator computes total monthly payment estimates along with an optional amortization schedule. To access the calculator, click on the Reports icon on the navigation menu bar. Then, click the Payment Calculator link in the Financial ...
Financial Calculators
Financial tools let you calculate loan payments, closing costs, and net proceeds. You can also use the financial tools to create amortization schedules as well as prepare loan comparisons for your clients. To access the financial tools, click the ...
Market Conditions Addendum
This report gives appraisers the fields they need to reflect those detailed on the Fannie Mae Addendum to Appraisal form. Click on the Reports icon from the navigational menu bar. Click on the Market Conditions Addendum link. You can add additional ...
Market Trends
Here you can view the trends in listings and sales for given months, for the criteria entered, or for any time period within the last 24 months. Click on the Reports icon on the navigational menu bar. Click on the Market Trends link. To create a new ...
Market Statistics Report
A Market Statistics Report gives an agent a quick snapshot of an area through average prices, market times for listings and sales, along with percentage sold, SP:LP Ratio, and percent expired. To generate a Market Statistics Report, click on the ...
Area Market Survey
An Area Market Survey allows the agent to create a report of average, median, maximum, and minimum statistics for listings and sales in specified areas. Click on the Reports tab on the navigation menu bar. Click on the Area Market Survey link. Enter ...
Printing/Emailing CMAs
After filling out the CMA worksheet you can email it to a client and customize its appearance. Click Generate Report when you are finished creating your CMA. To print your CMA, click Print Report. Click Email Report to Client if you want to send the ...
CMA Stationery
Under the Customize Report tab, you can enhance the appearance of your CMA with background images and custom office stationery. Stationery must be set for each section and you may select different images for each section. You can create and upload ...
Customizing Your CMA
After filling out the CMA worksheet, you can modify its appearance in the Customize Report tab. You can easily change key property along with your personal information that is used throughout the CMA by clicking the Edit Global CMA Data link at the ...
CMA Net Proceeds
The Net Proceeds worksheet allows you to include a report in your CMA that estimates the total funds a seller will receive or pay when their home is sold. Note that the same Net Proceeds worksheet can be found in the financial tools area of ...
CMA Comps Adjustments
After you have created a CMA and set up your Comparables, you can change the comparable properties’ values from the Comps. Adjustments tab, as shown below. Click the Previous and Next buttons at the top to see more comparables. Here you can view a ...
CMA Area Statistics
Area Statistics provide your clients with a more global view of a listing and sales activity in their area. If you need area statistics for your client’s CMA, then you can click the Area Statistics tab, as shown below. Click on the Add an Area Market ...
CMA Subject Property
The Subject Property tab in the CMA worksheet appears as one of the cover pages in your final CMA report, and it is used as the reference property in a side-by-side comparison of your comparables. After creating a CMA report you can change the ...
CMA Comparables
Choose whether the CMA is for a seller or if it is being used as an analysis for a buyer. There are two key differences between a seller and buyer CMA in connectBLC. The first is the absence of net proceeds in the buyer CMA. The other key difference ...
Comparative Market Analysis (CMA)
The CMA module in connectBLC allows you to create basic and advanced custom CMA reports. The CMA worksheet will be most commonly used to create a CMA report for a seller, however it can also be used to create an analysis for a buyer. You can start a ...
Reports Overview
Through the Reports tab, you will be able to generate Comparative Market Analyses (CMA), develop Statistical Reports, create customized 1-line Report templates, and make Property Flyers. You can download many of your reports that you print or email ...
Search Notification Templates
Notification Templates allow you to create and modify custom e-mail messages that are sent to notify Clients when prospecting searches find new property matches for them. To create new notification templates or to modify existing templates, click on ...
Extend Saved Search Expiration
You can extend a saved search’s expiration date through the Prospecting Manager. Click the Prospecting Manager icon, in the top right hand corner of the screen. The Prospecting Manager notifies you when a search has expired by putting a red asterisk ...
Prospecting Manager
The Prospecting Manager helps the agent manage their prospects more efficiently. You can see when a search last ran and when a client last viewed results. After loading your search on the search page and seeing that there are updates to share with ...
Automatic/Prospecting Search
To save an Automatic/Prospecting search, begin by clicking on the Search icon. Add the Search fields and/or fill in the search criteria that you wish to save. If you would like to add additional search fields to your saved search/template, click the ...
Saved Searches/Templates
A non-automated saved search or search template is simply saved for your convenience until you wish to use it. These searches do not run automatically and do not send results by email (this is how they differ from automated prospecting searches). You ...
Default Search
Watch Video If you frequently use the same fields and/or field values in your searches, you may want to save them as your default. To do this, click Save Current as My Default from the Defaults menu on the search Filters page. Select whether you ...
Quick CMA - View Summary Statistics
When viewing search results, click the Statistics link from the More Actions Ellipses menu to show or hide statistics. Statistics automatically recalculate for selected listings. Click Customize Stats View to select which statistical information you ...
Generating Driving Directions from Search Results
You can generate maps and property to property driving directions, starting at any address or at your office. From your search results, check the boxes of the properties you want to visit on the search results page. Next, click the Directions/Buyer ...
Buyer Email Example
When you email a listing report to a Client, the branded HTML email will include a link to the Client’s web page automatically created by connectBLC. Upon clicking the link, your Client will see their branded Client web page. After your Client clicks ...
Emailing Listings to Buyers
From search results, select the check boxes to the left of the listings you would like to send in an email, and click the Email icon (or link from the More Actions Ellipses menu if on a mobile device). Select the Client to whom you would like to send ...
Printing Listing Reports
To ensure that connectBLC reports print on a single page, when applicable, your browser Page Margins should be modified and the Headers and Footers should be removed by completing the following steps: Google Chrome Click the three dots settings icon ...
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