Help Articles
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 ...
Narrow Search Results
When viewing search results, select the check boxes to the left of the listings you would like to select. To view only the selected listings, click Selected from the Show drop-down menu. To restore all of your search results, select All.
Customize Search Results
You can create custom reports by clicking Modify Columns. You can select which fields to include by moving them to the right-hand column, and change the order of the columns using the up and down arrows. Click Save to view your custom report. Upon ...
View Detailed Reports
A series of reports are available from every search result view based on the level of detail you would like. The Reports icons provide access to Table, Thumbnail, Gallery, and Detail reports. Seamlessly switch between reports, or click within a ...
View Search Results
The Search Module provides numerous ways to view and interact with listing data. You can view search results by selecting Map Results or View Results from the buttons available at the top of the Search menu. You can choose to show/hide additional ...
Add/Remove Search Fields
Navigate to the Search page. Click Add/Remove Fields button from the bottom of the Search page. To add a field, click on it and use the up and/or down arrows to rearrange its location, or simply drag and drop it in the intended location. To locate ...
Basic Listing Search
You can access the Search page by clicking on the Search icon from any page in connectBLC. Click on the Search icon to navigate to the default search Filters page. Select the Property Type from the drop-down list options at the top of the page. ...
Search Overview
You can perform basic and advanced listings searches from the Search icon in the menu bar of any device. You can also save searches, run saved searches, and edit any saved search criteria. You can browse listing results by toggling between different ...
Search for Recently Accessed Listings, Clients, CMAs, Forms, and Searches in the SmartBar
Click within the empty SmartBar. Your most recent activity will display with timestamps from the last access. The different results are indicated by corresponding icons, titles, and descriptions. Click on the desired row to revisit the recently ...
Search for an Office in the SmartBar
Type or paste “of” or “office” into the SmartBar followed by the Office name or Office Number. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name or Office number before you see the ...
Search for an Agent in the SmartBar
Type or paste “ag” or “agent” into the SmartBar, followed by the Agent’s name or ID Number. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name or ID number before you see the Agent you ...
Search for a Client in the SmartBar
Type or paste the Client’s name into the SmartBar. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full name before you see the Client you are looking for. If you would like the SmartBar to ...
Search for Listings by Keyword in the SmartBar
The SmartBar allows you to search listings using natural, language-like keywords to quickly find results. Enter your keywords into the SmartBar. E.g., “city indianapolis 3+br 2+bth $400-$450” would display listings that match a minimum of 3 bedroom, ...
Search for Listings by Address in the SmartBar
Type or paste the address into the SmartBar. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full address before you see the listing you are looking for. If you would like the SmartBar to only ...
Search by Multiple BLC Numbers in the SmartBar
Type or paste a list of BLC Numbers (separated by commas) to the SmartBar. Press Enter. The listings will display as connectBLC search results.
Search for Listings by BLC Number in the SmartBar
Type or paste the BLC number into the SmartBar. Note that the SmartBar will start displaying results as you type, and it may not be necessary to type the full BLC Number before you see the listing you are looking for. If you would like the SmartBar ...
SmartBar Overview
Use the SmartBar to find what you need fast! Step 1: Click the SmartBar to open it. It is available from any page within connectBLC and on any device. Step 2: Click a row if SmartBar history already displays the information you need, otherwise… Step ...
Automatically Refer Service Partners
When adding a Service Partner to your contact list, you have the option to automatically refer your Service Partner (SP) to Clients that you add in connectBLC. Every time you add a new Client to connectBLC, connectBLC will refer your Service Partner ...
Automatically Refer Service Partners
When adding a Service Partner to your contact list, you have the option to automatically refer your Service Partner (SP) to Clients that you add in connectBLC. Every time you add a new Client to connectBLC, connectBLC will refer your Service Partner ...
Manually Refer Service Partners
Click the My Clients icon from the main toolbar to locate the Client to whom you would like to refer your Service Partner. Click on your Client’s name to display their Client Dashboard. From the Referrals section, click Add/Edit Referrals. Check the ...
Referring Your Service Partner
You can refer a Service Partner (SP) to your Clients after you have added them to your My Service Partners contact list in connectBLC. When you refer a SP to a Client, their contact information is displayed on your Client’s connectBLC web page. When ...
Add New Service Partner
Service Partners (SPs) are professionals who provide services related to a real estate transaction that you may want to refer to your Clients (i.e., Lenders, Title Companies, Inspectors, Insurance Agents, Home Warranty Company, Attorneys, etc.). Upon ...
My Service Partners
Service Partners are professionals who provide services related to a real estate transaction that you may want to refer to your Clients (i.e., Lenders, Title Companies, Inspectors, Insurance Agents, Home Warranty Company, Attorneys, etc.). Upon ...
My Favorites
The My Favorites feature in connectBLC works like a shopping cart. You can gather listings from different areas of the BLC into one location, My Favorites, so that you can create reports, send emails, etc. right from one convenient place. Add ...
Reverse Prospecting
Reverse Prospecting is a way to match your sellers’ property listings with interested buyers. If you are the Selling Agent, when you enter your prospective buyer’s information into connectBLC, it is important that you check Yes for reverse ...
Deleting Clients
From the My Clients page, select the Client that you would like to delete by clicking the trash icon at the far right of the Client’s name, or check the box to the left of the Client’s name and then click the trash icon at the top of the page. Click ...
Print Your Contacts
Print your Client contacts in a summary report, mailing labels, or detailed report. Navigate to the My Clients page using the top toolbar (or hamburger menu on mobile). From the My Clients page, check the box next to the contacts you wish to print. ...
Sending Client Emails
To send your Client an email from connectBLC, follow these steps: Click the My Clients link on the My BLC Home Page. Click on the email address of the Client you’d like to email. You can email multiple Client contacts by checking the box next to ...
Importing/Exporting Contacts
Importing Contacts into connectBLC: You can import your Clients from other programs such as Outlook, Paragon, Top Producer, Online-Agent, or Excel. Click on the My Clients icon from the connectBLC menu. Click on the Import Clients icon. The screen ...
Add New Client
You can add Clients to your My Clients contact list in connectBLC. Click the Add New Client link under the Shortcuts section on the My BLC Home Page.Alternatively, you can add a new Client by navigating to the My Clients page and clicking Add Client. ...
Client Dashboard
Click on the My Clients link on the My BLC Home Page. Click on a Client’s Full Name to open their Client Dashboard or by clicking on the link under Last Viewed.When you add a Client to connectBLC, a dashboard is automatically generated with that ...
The “My Clients” Page
Click the My Clients icon from any connectBLC screen. To sort the list by column, click on the column title and the list will be sorted based on that category. To filter by last initial, select one of the letters to display all clients whose last ...
My Clients
Adding your Clients to connectBLC is an important step as doing so will automatically create a private connectBLC Client Portal for them to access during the buying, selling, and closing/transaction process. You can input Client information manually, ...
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