Home Impressions Realtor Edition User’s Guide and FAQ

Realtor Setup

The Home Impressions Realtor Edition enables you to share your electronic business card with your clients to automatically update their Home Impressions Home Buyer Edition. To learn how to customize the Realtor Edition, click here.

Sharing Information

In the 1.0 releases of the Realtor Edition and Home Buyer Edition, buttons on the Options screen enable information exchange via email.

• Touching “Share My Information” will create an email that includes an attachment that holds the information you specified on the Realtor screen.
• With a client selected from the Clients screen, touching “Share Homes” will create an email and attachment that hold the complete list of homes for the selected client. During import by your client, the attachment will add new homes, and overwrite existing homes, updating them with any changes you have made (e.g., price).
• With a client selected from the Clients screen, touching “Share Profiles” will create an email and attachment that hold the entire set of data associated with the selected client. You’ll typically only use this option to send out initial profiles or to synchronize your iPad and iPhone. The attachment will completely overwrite all existing profile data, so care should be take to ensure that only the most current information is shared.

The Screens: Clients

The Clients screen, unique to the Realtor Edition, allows you to easily interact with active clients:

Touching the “detail disclosure” button for any client opens the Client screen which enables changes to the client name, and current status (i.e., Active or Inactive).

The Screens: Profiles

The Profiles screen allows you to select an individual’s profile:

Each profile includes a set of attributes, and a set of ratings for each home. By touching the “detail disclosure” button for one of the profiles, you can access the Profile screen which enables changes to the profile name, phone number, email and graph color.

The Screens: Attributes

The Attributes screen allows your clients to describe what is most important to them in each home, and to adapt their preferences during their search.

A base set of attributes is provided when each profile is initially generated, and can be fully customized to correspond to your client’s exact preferences. Changes in the weight of any given attribute are immediately reflected in the overall rating shown on the Homes screen.

The Screens: Homes

The Homes screen provides a one page list of the Homes under consideration, organized into three groups: Favorite, Candidate, Not Interested:

Sorted by rating, then by cost within each group, this screen provides a snapshot of the top contenders, and provides easy access to information about each home, and the ratings screen for each.

The Screens: Ratings

The Ratings screen allows your client to organize notes, take or select photos, and rate each attribute of the selected home:

The Screens (iPad Only): Analysis

Available in the iPad version of the Home Impressions Realtor Edition, the Analysis screen provides a single-page view that captures the ratings for all homes for each home buyer:

The trade-off between the cost and value for each home is clearly shown, and provides a concrete context for discussing the pros and cons of each alternative.

The Screens: Options

On the Options screen, just below your electronic business card, you’ll see the Rating Style selection:

The rating styles — scale from one to ten, one to five stars, and three color-coded smiley faces — offer your clients different levels of granularity for their ratings. Try all three styles to determine which works best for you. All three are converted to a 1-10 scale, with stars being equivalent to 2, 4, 6, 8 and 10, and smiles being equivalent to 2, 6 and 10 so the values will always be compatible among users with different “Rating Style” settings.

FAQ

Q: Do I have to update my information on the Realtor screen before I begin using the Home Impressions Realtor Edition?
A: No. The email address will be used as the sender address for data exchanged via email, but all other information is for display only. Of course, if you touch the “Share My Information” button, only the information that you have provided will be included in the email attachment.

Q: I have a question that’s not addressed here. How can I get help?
A: Contact us on Facebook at http://www.facebook.com/FTLapps or email us at support@ftlapps.com.