If you see the following messages; "Empty Sync" or "Unknown Error" when you are running the "Showing Sync" program, there is most likely an issue with your Surpa account. When you are seeing this message Supra requires their clients to login to their Supra account online and confirm the key and pin number in their account. To login to the SupraWeb account please click here
If you are still unable to run the "Showing Sync" program after you have confirmed your key and pin, please click here for additional troubleshooting steps.
If youre sure you're on the right page, and you think you have misplaced your username/password you can request your login information by clicking on the 'Forgot your password' link on the login page.
Please allow up to 15 minutes to receive your login information via email.
Still having trouble? Scroll down to try these fixes!
I am receiving the error "Logged out due to inactivity" when I try to login.
You may be receiving this error if your browser is rejecting the cookies to our website.
To correct this issue, complete the following steps..
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy'tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.homefeedback.com and click 'Allow'
Click 'OK'
Open a new browser window and try logging in again.
Nothing happening when you try to login (no error message given)?
* * Please verify you have cookies enabled on your computer. You can do this by going to Internet Options and then the "Privacy" tab. Move the slider down to Medium to enable cookies. If you follow the steps above this solution this will also enable cookies.* *
However, it also may be your security settings on you browser; the best way to solve this it to add Homefeedback.com as your trusted site.
To do this, please complete the following steps in your Internet Explorer browser:
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security'tab, click on 'Trusted Sites', then click on the 'Sites' button.
You can synchronize your showings from SentriLock Lockboxes by performing the following steps:
Click Account in the navigation menu and enter your SentriLock ID at the bottom of the page. Note: PLEASE DO NOT ENTER YOUR SENTRILOCK CARD NUMBER!
Then enter your SentriLock Password.
Click Listings in the navigation menu and edit each of your Active Listings
Enter the SentriLock Lockbox Serial Number assigned to this listing
Verify the MLS Number is accurate
The system will sync all of your showings at night. The sync will go back 7 days. Please uninstall ShowingSync you will no longer need it installed on your computer.
Examples of user names that will NOT work: Mr.Smith; Mr Smith; Mr_Smith; TheSmith; 123 Main St; 123MainSt.
Examples of user names that will work: MrSmith; Thesmiths; Smith1; 123Mainst
To change it: Click on this button from the View Listings page.
You can change the Seller username and password from the view/edit listing page.
From the view/edit listing page, find this area:
And change the seller username and/or password.
Then press Save.
If you are sure the seller is using the right page, there may be one other explanation for your seller not being able to login. In Homefeedback 2.0, the seller username or password cannot have any characters, punctuation marks (periods, apostrophes) or spaces in it. It needs to be letters and/or numbers only with no spaces.
This is a legally binding contract between you and Homefeedback.com, so please read the entire terms of service carefully before accessing the site. Homefeedback.com is willing to provide you internet based services only on the condition that you accept these terms of service.
THIS AGREEMENT ESTABLISHES THE TERMS AND CONDITIONS TO WHICH YOU AGREE AND ARE SUBJECT WHEN ACCESSING OR USING HOMEFEEDBACK.COM. EACH TIME YOU ACCESS OR USE THE HOMEFEEDBACK.COM WEBSITE YOU UNDERSTAND AND AGREE YOU ARE RE-AFFIRMING YOUR CONSENT TO THE THEN EXISTING TERMS OF USE.
If you have any questions that Homefeedback.com's user guidelines cannot answer, please contact support@homefeedback.com. Except as otherwise provided herein, these terms of use apply to all users of any service at Homefeedback.com.
1. Terms Used: In this agreement: a) "Homefeedback.com" means Homefeedback.com, Inc., the internet service operated by Homefeedback.com, Inc., a California corporation. b) "User" means any user of the Homefeedback.com service.
2. Nature of the Service Homefeedback.com is a web-based service to provide homeseller's information regarding the feedback from prospective buyers of their home. The information is provided via e-mails and posting the requested feedback on the seller's personal control page. There are other features of the service as well.
Information is solely to be used for the purpose of providing accurate feedback to home sellers. Any information supplied by users could be offensive, harmful or inaccurate, and in some cases will be mislabeled or deceptively labeled. We expect you to use caution and common sense while using our site. Any misuse of the site shall revoke the users rights to access Homefeedback.com.
3. Homefeedback.com is only a Venue Homefeedback.com acts solely as a venue and is not responsible for the content of communications among users whether accomplished through the use of Homefeedback.com's facilities or otherwise. Specifically, without in any way limiting any other provision of these Terms of Use, we do not control, warrant, or guarantee the quality, safety or legality of any information or comments communicated on the site or via e-mail. We do not control, warrant, or guarantee that any user is who he or she claims to be or is not acting upon false pretenses.
4. FEES The Homefeedback.com fee structure is subject to change at any time and for any reason and Homefeedback.com reserves the right to modify the membership program, dues, fees, charges or rates at any time upon prior notice sent by message to the e-mail address you have registered in your membership account. You as the user are responsible for paying all applicable taxes for services and any other costs you incur through the use of of access to our servers.
Free Trial Periods: If you sign up for a free trial promotion, you are responsible for account cancellation prior to the end of your free trial term. Failure to cancel will result in charges as agreed on your registration page and no credits will be issued.
Links: Homefeedback.com provides links to other sites on the World Wide Web. Some of the internet sites that you visit through these links assess separate charges for the content, goods or services that they provide. Costs, taxes or other charges you incur when visiting these websites are your sole responsibility. Membership cannot be assigned or transferred. You agree to be responsible for all membership dues, fees or charges incurred on your account by you or anyone you allow to use your account in violation of these Terms of Use including, but not limited to, your professional colleagues, former Homefeedback.com members, family or friends.
Amounts: Each member will be charged the amount that they agreed to on the registration page. All properties will be billed a minimum of one full month for any part of the month the Homefeedback.com service was used.
Account Discrepancies: You may always contact Homefeedback.com customer service by e-mail at support@homefeedback.com. However, if your inquiry is not resolved to your satisfaction within fifteen (15) business days of sending the e-mail and in no event later than ninety (90) days after you should have discovered a questionable billing or other discrepancy in your membership account, you must write to Homefeedback.com, 4901 Morena Blvd, Suite 207, San Diego, CA 92117 by United States mail. Failure to write within these time frames waives your right to question the status of your account.
Payment Methods: You must provide your exact billing address and telephone number to properly process your membership application and corresponding dues, fees and charges. Homefeedback.com accepts major credit cards including Visa, MasterCard and American Express as forms of payment. There is no surcharge for using your credit card to pay membership dues, fees and charges. To complete the membership application process you must submit an accompanying payment authorization.
You must keep an acceptable and currently used credit card on file with Homefeedback.com. If your credit card expires or otherwise declines payment your access to the site is suspended. Thereafter you have thirty (30) calendar days from the date of your membership dues, fees and charges were posted to your membership account to submit remittance. You are responsible for your membership dues, fees and charges, including collection and legal fees Homefeedback.com may incur in collecting a balance owed by you.
Cancellation: Your membership may be canceled or terminated at any time in accordance with these terms of use. However no portion of your outstanding or pending payments for membership dues, fees, or charges are refundable by Homefeedback.com. You will remain liable for any outstanding membership dues, fees, charges or other monetary obligations incurred pursuant to these terms of use before cancellation of your membership.
You may cancel your membership by delivering via e-mail to support@homefeedback.com or to the Customer Service Department at 4901 Morena Blvd, Suite 207, San Diego, CA 92117.
5. Responsibilities of Users: By registering on Homefeedback.com you represent that: a) You are of legal age and are otherwise capable of forming a legally binding contract. b) You are a real estate agent or a home seller. c) You will independently use appropriate government, public, consumer and other agencies or sources to verify Agent license status and background. d) You will always submit true, current, and complete information e) You will not use any information other than to provide feedback on seller's properties. f) You will not publish any information provided on the Homefeedback.com website. g) You will not take any action that may undermine the feedback system, including, without limitation: leaving positive feedback for yourself by editing agents feedback, leaving false negative feedback. h) You will not use any Homefeedback.com service to impersonate or portray another person or entity, to communicate under a false name you are not authorized to use, or otherwise engage in false or fraudulent practices.
6. Use of Information Homefeeedback.com acts solely as a passive conduit for feedback information provided by Real Estate Agent and prospective purchasers of property. Your information and the offering or seeking of services on Homefeedback.com shall not infringe Homefeedback.com's or any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy; shall not violate any law, statute, ordinance or regulation (including without limitation those governing export control, consumer protection, unfair competition, anti-discrimination or false advertising; shall not be defamatory, trade libelous, unlawfully threatening or unlawfully harassing; shall not contain viruses, Trojan horses, worms, time bombs, cancelbots or other computer programming routines that are intended to damage, detrimentally interfere with, surreptitiously intercept or expropriate any system, data or personal information; and shall not promote services that you do not have a right to link to or include.
Furthermore, you may not post on our site or offer through our site any; service or product that could cause Homefeedback.com to violate any applicable law, statute, ordinance or regulation, or any service or product that is not related to the real estate services that you are permitted to perform under applicable laws or regulations, or any service that is not considered a real estate service. By utilizing the service you acknowledge that email addresses entered by you may be contacted by Homefeedback.com for any purposes of doing business with Homefeedback.com.
7. E-mail You will not send any e-mail including any viruses.
8. Disputes In the event that you have a dispute with one or more users or/and provider of feedback information, you release Homefeedback.com (and our successors, representatives, principals, officers, employees, servants, agents, administrators, attorneys, affiliated corporations, parent corporations, subsidiaries, assigns, and licensees) from claims, liability, demands and damages (actual and consequential) of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out or in any way connected with such disputes.
In connection with the foregoing, you hereby waive any and all rights under California Civil Code section 1542, and any similar federal, state, or local law. The section provides as follows: Section 1542. General Release - Claims Extinguished. A general release does not extend to claims which the creditor does not know or suspect to exist in his favor at the time of executing the release, which if known by him must have materially affected his settlement with the debtor.
9. Termination Without limiting any other remedies, Homefeedback.com may issue a warning, temporarily suspend, indefinitely suspend or terminate your membership, and delete any feedback information provided via your user name.
10. System Integrity You as a user agree not to use any device, software or routine to interfere or attempt to interfere with the proper working of Homefeedback.com of any information posted via the site. If you are issues a password, you agree not to disclose your password to any third party or use your password for any unauthorized purpose.
11. Web Links Homefeedback.com may display URLs or icons that allow users to link to other web sites, including, without limitation, sites operated by other Real Estate Agents. Any content, representations or warranties made on such other web sites are the sole responsibility of the operator of the site, and Homefeedback.com assumes no liability, obligation, or responsibility for such content, representations, or warranties.
12. Indemnification You agree to indemnify and hold Homefeedback.com and its successors, representatives, principals, officers, employees, servants, agents, administrators, attorneys, affiliated corporations, parent corporations, subsidiaries, assigns, and licensees harmless from any claim or demand, including reasonable attorney's fees, made by any third party due to or arising out of the use of the service, any violation of these terms of use or any other policy of Homefeedback.com, or any infringement of any intellectual property or other right of any person, by you or any other person using your user name and password.
13. No Warranty WE AND OUR SUPPLIERS PROVIDE THE Homefeedback.com WEBSITE AND OUR SERVICES "AS IS" AND WITHOUT ANY WARRANTY OR CONDITION, EXPRESS OR IMPLIED. WE AND OUR SUPPLIERS SPECIFICALLY DISCLAIM THE IMPLIED WARRANTIES OF TITLE, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. Some states do not allow the disclaimer of implied warranties, so the foregoing disclaimer may not apply to you. This warranty gives you specific legal rights and you may also have other legal rights that vary from state to state.
14. Limit on Liability IN NO EVENT SHALL WE OR OUR SUPPLIERS BE LIABLE FOR LOST PROFITS OR ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (HOWEVER ARISING, INCLUDING NEGLIGENCE) ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT. OUR LIABILITY, AND THE LIABILITY OF OUR SUPPLIERS, TO YOU OR ANY OTHER THIRD PARTIES IN ANY CIRCUMSTANCE IS LIMITED TO THE GREATER OF (A) THE AMOUNT OF FEES YOU PAY TO US IN THE 12 MONTHS PRIOR TO THE ACTION GIVING RISE TO LIABILITY, OR (B) $100. Some states do not allow the limitation of liability, so the foregoing limitation may not apply to you.
15. General Compliance With Laws You as a user agree to comply with all applicable laws, statutes, ordinances and regulations regarding your use of service.
16. No Agency Homefeedback.com is completely independent from you. You and Homefeedback.com agree we are not engaged in any agency, partnership, joint venture, employee-employer, franchisee-franchisor or other type of relationship and no such relationship is intended or created by this agreement.
17. Change of Terms Homefeedback.com may amend this agreement at any time by posting amended terms of use. By continuing to use the Homefeedback.com service you agree that the amendments are immediately effective unless otherwise provided for in these terms of use or applicable law. This agreement may not be otherwise amended except as authorized by the President of Homefeedback.com and expressly set forth in writing between Homefeedback.com and you.
18. General This agreement shall be governed in all respects by the laws of the State of California as such laws are applied to agreements entered into and to be performed entirely within California between California residents without giving effect to California conflict of laws provisions or those of your actual state or country of residence. Both parties submit to jurisdiction in California and further agree that any cause of action arising under this Agreement shall be brought exclusively in a court in San Diego County, California.
We do not guarantee continuous, uninterrupted or secure access to our services, and operation of our site may be interfered with by numerous factors outside our control. Should any part of these terms of use be held invalid or unenforceable as written, that portion shall be reformed and/or construed consistent with applicable law as nearly as possible to reflect the original intentions of the contract and the remaining portions will remain in full force and effect.
If the contemplated purpose of any provision of this Agreement is held unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions. Headings are for reference purposes only and in no way define, limit, construe or describe the scope or extent of such section. Our failure to act with respect to a breach by you or others does not waive our right to act with respect to subsequent or similar breaches. This agreement sets forth the entire understanding and agreement between us with respect to the subject matter hereof and supersedes any prior agreements between us regarding that subject matter.
19. Disclosures The services hereunder are offered by Homefeedback.com, a California Corporation located at 4901 Morena Blvd, Suite 207, San Diego, CA 92117. Homefeedback.com complies with all applicable laws. Pursuant to California Civil Code Section 1789.3 if you are a California resident you: a) may have these terms and conditions e-mailed to you by sending a letter to the foregoing address with your e-mail address and a request for this information; b) may obtain service pricing information on membership dues, fees, charges and rates by reviewing these terms of service, sending a letter to the foregoing address and a request for this information. c) May contact the Division of Consumer Services of California Department of Consumer Affairs which maintains a complaint assistance unit which accepts correspondence directed to 1020 N. Street #501, Sacramento, CA 95814, or by telephone at 916-445-1254.
20. Entire Agreement You and Homefeedback.com acknowledge that this terms of use agreement constitutes the entire agreement between us with regard to the subject matters addressed herein, that this Agreement supersedes all prior or contemporaneous agreements, discussions, or representations, whether oral or written, with respect to the services provided by Homefeedback.com, and that these terms of use cannot be varied, amended, changed, waived, or discharged except in writing and authorized by the President of Homefeedback.com.
You further acknowledge that no promises, representations, inducements, agreements, or warranties, other than those explicitly set forth in these terms of use, have been made to induce your acceptance of these terms of use nor have you agreed to these terms of use in reliance on any such promise, representation, inducement, or warranty.
To remove current subscribers form a campaign, Newsletter, or e-Card use the unsubscribe button.
This can be done by accessing the 'My Scheduled...' page.
You will see the unsubscribe button in the action column.
This button will remove 'Subscribers' and 'Unsubscribed' information.
Kyle Slater
Remove Campaign Subscribers
To remove current subscribers form a campaign, Newsletter, or e-Card use the unsubscribe button.
This can be done by accessing the 'My Scheduled...' page.
You will see the unsubscribe button in the action column.
This button will remove 'Subscribers' and 'Unsubscribed' information.
Kyle Slater
Marketing Resources
Marketing materials can be found on the 'View Listings' or 'Home' page, simply click the 'Marketing Resources' tab.
You will find a number of useful documents.
Kyle Slater
Account Info / Billing
Account information, update credit card, etc.
How do I update my credit card information?
Hover over Account and select Profile.
Click the Billing Details tab.
Enter your new card details.
Press when done.
Kyle Slater
How can I change my password?
How can I change my password?
Hover over Account and select Password.
Enter your new password in the field (and confirm it).
Press when finished.
IMPORTANT NOTE: Be sure to write down your password as we cannot retrieve it for you. If you happen to lose your password please click the 'Forgot Your Password?' link on the Members Login screen.
Kyle Slater
What forms of payment do you accept from real estate agents?
We accept credit cards (Visa, MasterCard & American Express only). You can pay monthly, or annually.
We plan to begin accepting checks in the near future.
Kyle Slater
What are Email Credits and how do they work?
What are Email Credits and how do they work?
Each user is permitted to send 2500 email campaigns, e-cards and newsletter features per month. Users may view remaining or used credits by clicking "Email Management" button located on the navigational tool bar.
If you exceed your email credit limit during your monthly allowance you may purchase more credits.
To purchase more "Email Credits" click the "Profile" tab on the navigational bar and click "Email Credits".
Select the number of credits from the drop down menu.
Click the 'Add Credits' button to confirm your purchase
Kyle Slater
How does an Agent cancel their subscription?
If you do not wish to continue with Homefeedback.com you need to contact Homefeedback.com with instructions to cancel before your account bill date.
We cannot refund payments made on any date previous to us being contacted for an account to be closed. No refunds are given for partial months.
If you wish to cancel your subscription please submit a cancellation ticket through the ticket system; please be ready to provide the following information: YOU MUST SUBMIT A TICKET TO CANCEL YOUR ACCOUNT!
First & last name
Login name
Reason for cancellation
Cancellations are effective immediately; if you leave a message to cancel it may take up to 24 hours to be processed (weekends may take longer). You will receive a Confirmation of Cancellation Email once your account has been closed.
If you do not receive the confirmation within 24 hours (weekends are longer), please do not assume the account has been closed. Call or email us to confirm receipt. Our number here is 858-270-1055.
Please keep the Confirmation of Cancellation as proof of cancellation.
It is your responsibility to ensure that your account is closed.
Kyle Slater
Basic How-to
Setting up & How-to: Question Templates, Showing Calendar, E-Blast, Images + More
I am new to HomeFeedback 2.0, what should I do first?
Brand New HomeFeedback 2.0 Users.. Please use these help pages to guide you though the account setup process and to help you understand how to use the program.
Note that the buttons and text fields in these articles are not active, but are just pictures to show you how to use your account. You cannot click them. If you need to get back to your Homefeedback account at anytime, click the "Back to my Account" button in the top right corner of your screen.
We recommend using two browser windows so you will be able to read the instructions in the help section and navigate your account at the same time.
Basic Setup: Here are the first articles to review when setting up your account (they will open in new windows):
We also recommend completing the steps as ordered above, especially setting up your question templates before entering your listings as you can only assign the templates once (after that they would have to be edited through each individual listing).
Additional Options & Settings:
Also, you may want to take a look at the following articles..
Bonuses & Additional Assistance: To Download Help Documents, a Marketing Use Manual, and Professional Listing Presentations featuring information on Homefeedback.com (the Super Bonuses mentioned on our homepage), don't forget to visit this page when you are signed into your account: Getting Started (Downloads)
Should you have any other questions please browse through the database for an answer as we try to keep the knowledge database stocked with the most frequently asked questions.
Kyle Slater
How do I customize my Emails (add photo/signature)?
Please remember that these help pages' buttons and text fields in these articles are not active, but are just pictures to show you how to use your account. You cannot click them. If you need to get back to your Homefeedback account at anytime, click the "Back to my Account" button in the top right corner of your screen.
Hover over Customization and select Email View.
You can upload a personal image/company logo that will be included along with your signature when you submit emails (feedback requests, e-blasts, etc).
Simply click the 'Browse...' button, locate the image on your computer, select it, and press 'Open'.
Press to continue.
Enter your signature into the text field provided..
Note: HTML is allowed, however code will be displayed in text emails that go out (example: 2nd feedback request email) and therefore is not recommended.
If you wish to change the number of emails being sent or interval for this individual feedback request then please choose the Advanced Feedback Options.
Additionally: If you want to change your questions, you must do this BEFORE you request feedback on a listing. Helpful related articles:
Click the 'Request Feedback' icon next to the listing that you want to request feedback for.
Under Feedback Options you will see the following...
Option
What is it for?
Showing Date
Select the actual date of the showing (this will be displayed in the feedback request email). Click inside the field to change the date.
Send 1st Request
You can also change when the 1st email is submitted. If you change the showing date to be a future date this field will automatically update to that date and the time will be set for the current time. Click inside the field to change the date.
Below you will see Manually Enter the Contact..
Enter the first name, last name, email address, and company of the showing agent (or individual) you are going to be requesting feedback from.
If they are already in your address book (or if you have requested feedback from them through HomeFeedback previously) you do not need to fill out the above fields. You can search for them by using the fields provided, clicking a letter to sort the displayed agents, or by selecting them from the page if they are displayed.
Once you have either entered the showing agent's information or found them by searching, click the green Request Feedback icon and a feedback request email will be sent to them immediately.
You will receive confirmation that you have submitted a feedback request.
Multiple Feedback Option Instructions - Click the Choose a Contact from Address Book' to view your contacts.
Select the contacts you wish to request feedback from:
After you have selected you contacts scroll down until you see the 'Send Multiple Feedback Requests Now' icon:
You will receive confirmation that you have submitted multpile feedback requests.
Advanced Feedback Option Instructions - Click the 'Request Feedback' icon next to the listing that you want to request feedback for.
Under Feedback Options Icon you will see the following...
Option
What is it for?
Showing Type
By selecting the showing type you are choosing which set of questions will be sent in the feedback request email.
Number of Requests
Select the number of feedback request ot be sent.?
Request Intervals
You can also change when the 1st email is submitted. If you change the showing date to be a future date this field will automatically update to that date and the time will be set for the current time.
Kyle Slater
How do I add my listing into HomeFeedback?
To add your listing to HomeFeedback, click the Add Listings icon when on the View Listings page –or– Hover over Listings on the top navigation and select Add Listings
Seller Details: The first section is where you enter your Seller's information; enter your Seller's first name, last name, email address, and assign them their very own username and password to use so they can login to their account and view feedback responses or statistical reports if they choose to.
Tips for seller details..
The username must be unique and cannot contain any special characters.
If you receive an error stating that the username exists try adding a number at the end as someone else in our system has already selected that username. Try adding numbers to the end of the username or combine the seller's name with the listing address.
If your Seller does not have an email address simply enter yours or a fake one (example: fake@notreal.com)
Property Location, Property Details, and Optional Property Links. Enter the listing information. All required fields are marked with a red asterisk (*).
If you have a website with the listing information posted on it, or if you have a virtual tour of the property hosted somewhere, you can enter a link to it under Property Links. The link(s) will be available to the showing agent when you request feedback should they need to view it to remember the property.
We recommend entering as many listing details as possible.
Tips for lockbox settings..
If you use SentriLock lock boxes, simply enter your lock box serial number so showings can automatically be pulled from your SentriLock lock box. Only set the SentriLock field if you use Sentrilock Lockboxes!
If you use Supra lock boxes you will need ShowingSync to automatically pull your showings from your lockbox.
Under Seller Commnication you can set the communication preferences for your Seller such as receiving emails when feedback is provided by an agent or whether or not the responses are visible to your Seller when they log into their account.
Setting
What does it do?
Send Final Notification
Select whether or not you want your Seller to receive an email should the Showing Agent fail to respond to your feedback request emails.
Choose Seller Email Options
Select whether you want your Seller to receive an email whenever a Showing Agent responds to a feedback request.
Seller Account View
Choose whether your Sellers can view feedback responses & stat reports from inside their account.
Allow Seller to Add Showing
If you want your Seller to be able to add showings from inside their account select 'Yes'.
Incentive Programs is where you can create your own additional incentive for agents to respond to your feedback request. Example: Every time you respond within 2 days, you will be entered into a drawing to win a dinner for 2 at Red Lobster!
Press Next to continue.
Upload Images – You can upload up to 8 images to a listing (jpg or gif format only, no bigger than 2 MB each in size). Complete these steps for each photo that you wish to upload:
Click the Browse.. button
Locate the file you want to upload in the dialog box (the file must be on your computer harddrive).
Click the image of your choice and click Open in the dialog box.
Repeat the steps above for each photo you wish to upload for the listing.
Press Next to continue.
Confirm Questions – On the next screen, you will have the opportunity to confirm that these questions are the ones you want to be asking. You can click "Edit/Add Questions" if you would like to add a question that is specific to this property (for instance a pool or landscaping), you can do so from that screen.
If these questions are fine, click Finish to save your listing
You will receive a confirmation once your listing has been successfully added.
Kyle Slater
How can I customize my seller login page?
Hover over Customization and select Seller View.
You can upload a header (that will be displayed as long as the Seller is logged in), and a personal image of yourself if you'd like (the agent image will only be displayed on your custom login page).
Click the gray Browse... button to locate each image on your computer, select it, and click 'Open'.
If youre sure you're on the right page, and you think you have misplaced your username/password you can request your login information by clicking on the 'Forgot your password' link on the login page.
Please allow up to 15 minutes to receive your login information via email.
Still having trouble? Scroll down to try these fixes!
I am receiving the error "Logged out due to inactivity" when I try to login.
You may be receiving this error if your browser is rejecting the cookies to our website.
To correct this issue, complete the following steps..
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy'tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.homefeedback.com and click 'Allow'
Click 'OK'
Open a new browser window and try logging in again.
Nothing happening when you try to login (no error message given)?
* * Please verify you have cookies enabled on your computer. You can do this by going to Internet Options and then the "Privacy" tab. Move the slider down to Medium to enable cookies. If you follow the steps above this solution this will also enable cookies.* *
However, it also may be your security settings on you browser; the best way to solve this it to add Homefeedback.com as your trusted site.
To do this, please complete the following steps in your Internet Explorer browser:
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security'tab, click on 'Trusted Sites', then click on the 'Sites' button.
If you need to enter feedback without sending an email to the showing agent please use the manual feedback option:
Press the green Request Feedback button next to the desired listing.
Enter the details for the showing (required fields are marked with a red asterisk *).
Press the Enter a Manual Feedback Request button on the right.
Mark off the responses and enter any additional comments if necessary.
Press Submit Response on the bottom right corner of the page.
You're done -- the feedback has been added to the property and will be included in the statistical reports. Your seller will receive a feedback notification email depending on the communication preferences on the listing (Choose Seller Email Options must be set to 'Seller receives email notifying them of feedback').
Kyle Slater
How do I edit my feedback email templates?
Hover over Feedbackand select View/Edit Emails & Questions.
There will be 4 default Showing Types (Showing Agent, Agent Caravan, etc). Click on the blue icon with the envelope to edit the feedback emails.
All of your current feedback request email templates will be displayed. The number beside each feedback email represents the order that they go out (example: 1 is the first feedback request sent, 2 is the second, etc).
Click the grey edit icon next to the email you wish to view/edit.
Tip: We recommend viewing/editing your emails in order so they will stay in correct order on this page.
Editing Your Email...
You can change the subject of the email if desired, just please note that the !!!FirstName!!! & !!!Address!!! tags are required if you wish for the system to automatically populate the correct information.
You will be able to edit the text in the editor at the bottom of the page.
On your right the content merge tags are displayed for you to reference when editing your email.
When you are done press Save on the bottom right of the page.
If you would like to create a set of custom questions that are always applied to future listings, you can follow the steps below.
How do I setup my own question templates?
Hover over Feedback and select View/Edit Emails & Questions.
There will be 4 default Showing Types (Showing Agent, Agent Caravan, etc).
To edit the Questions click the green icon with the question mark on it.
All of the questions in the template will be displayed; if you hover your mouse over each individual question you will see the possible answers that are currently on it. To edit a question click the grey icon on the right under Actions. To delete a question click the red icon to the right under Actions.
To move a question either up or down on the list click the blue arrow facing the direction you want the question to be moved.
To add a new question click the Add New Question link on the top left.
If you wish to restore the question template to default settings click the icon on the top left corner.
Warning: If you reset the question template to the default setting it cannot be undone!
To get back to the previous page just click 'Back' on the bottom left.
Add/Edit Question Instructions -
First, select what type of question you wish to add...
Enter the question...
Select the viewing options..
Note - You will not be able to change whether your seller can see the question once you have requested feedback unless you delete all responses as instructed in the big note at the top of the page.
Add available answers (if open ended you only need to enter the question)...
Press Save when you are done.
Note: Any changes made will only be applied to FUTURE listings. Changes made to this template will not change the questions in any current listing. To do this, please see the note at the top of this article.
Kyle Slater
How do I send an e-blast (email all agents who have shown a specific property)?
To send an e-blast first click the E-blast icon when on the View Listings page
Next, select the individuals you wish to send the e-blast to by selecting which group of contacts you want to choose from in the first drop down menu, Deliver Email to:
Contact Options
Who will receive it?
This Property's Showing Contacts
Any individuals that you have requested feedback from for this particular property.
All My Showing Contacts
Anyone that you have ever requested feedback from, regardless of what property.
All My Sellers
All sellers that you have entered into the system.
This Property's Seller
The seller of the selected property.
Myself for Testing
Only you will receive a copy of the e-blast if this option is selected.
If you have selected This Property's Showing Contacts or All My Showing Contacts you can narrow down the people you want to e-blast by contact type by selecting the specific type you want.
To select all of the showing agents on all pages, click the check box on the left at the top of the list of Agent names (it is the first check box, right next to the text "Last Name"). This will select all the names on this first page.
You will then see a green bar appear that will give you the status of your selections. You should see a link within that bar to Select All Contacts on all pages. Click it to select all of your showing contacts or pick and choose and go between pages to select certain indiviudals.
When you have selected all the agents who you want to send the e-blast to click Next.
Next, enter a subject line for your email
Email Type: You will also have the option to select whether the email will be sent in text or HTML format (default is HTML). Please note that if you choose the text format the property information will not be embedded, so be sure to give a little detail on the property or perhaps provide a link to the property information if you have it hosted somewhere.
CC to myself: You can also CC yourself on the e-mail; this is a good thing to do if you want to keep a copy of the e-mail for your records.
The next step is to enter the e-mail content into the field provided.
IMPORTANT! Do not edit the tags (ex: !!Property Info!!!) in the email; the system will automatically populate the correct information when the email is sent out.
If you want to preview the e-blast before sending it you can do so simply by clicking the Preview button.
When you are finished and would like to send the e-blast simply click Send.
You will receive confirmation once the email has been sent.
Kyle Slater
Default settings for feedback emails
You can set your preferences for the default feedback settings including the number of feedback request emails sent, the frequency of the feedback request emails, the default contact type, what notification emails you want to go out, and the default showing frequency (this applies to those that use Supra lockboxes and ShowingSync).
On the top navigation, hover over Feedback and select Feedback Default Settings:
Here you can set your personal preferences for the following options:
Default Showing Type and Default Contact Type: We recommend leaving these set to "Showing Agent" for both. When you select the showing type you are choosing which set of questions are to be sent when you request feedback. By default the showing type is set for Showing Agent, but you can set it to be Agent Caravan, Buyer, or Buyer Open House.
Default Number of Requests: This will be the total amount of feedback request emails to be sent whenever requesting feedback.
Default request interval: Select the number of days you want between each feedback request email. (1 is everyday, 2 is every other day, etc)
Notify me when Seller Requests Feedback: If you have enabled your seller to be able to add showings from their seller account, you can also set whether or not you want to be notified when they enter a new showing.
Default Showing Calendar Notifications: These options allow you to select who will receive Showing Appointment notifications by default.
Default Showing Frequency: Default showing frequency will determine how often feedback requests are sent out to agents who show a listing more than once. If the default showing frequency is set to 7 days and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and display showings 2 and 3 as "Duplicate Showing" in Showing Sync.
If the default showing frequency is set to 1 and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and send feedback requests on the 2nd and 3rd showings normally.
Once you have made your desired changes press Save on the bottom right corner of the page.
Kyle Slater
How can I get my clients to revisit my site continuously?
Ask your webmaster to put the HomeFeedback seller login on your website by either framing the custom login in your website or adding a link. Then you can instruct your clients to go to your website when they want to login to their private seller account on HomeFeedback.
To get the HTML code you need to add the login page to your website, follow the steps below..
Hover over Customization and select Seller View.
You can upload a header (that will be displayed as long as the Seller is logged in), and a personal image of yourself if you'd like (the agent image will only be displayed on your custom login page).
Click the gray Browse... button to locate each image on your computer, select it, and click 'Open'.
Press Save when done.
Once you've uploaded your images, click the Seller Link tab.
Use the dropdown menu under Select type of Link to choose which image you want to use to link to the HomeFeedback Seller login page on your website.
If you want to have the login page framed onto your site, you can pick the Text Link option and provide your webmaster with the URL to frame it.
Kyle Slater
How do I edit the default emails (welcome, thank you, non response, etc)?
To edit the default emails please follow the instructions below..
Hover over Customization and select Default Emails.
All of the default emails will be listed -
Email Name
When is it sent?
Welcome Seller
When you first enter your Seller they are automatically sent the Seller Welcome Email.
Appointments Seller
When you schedule an appointment through the showing calendar and select that the Seller be sent a notification via email.
Appointments Listing Agent
This is the email that is sent to you when you schedule a showing appointment through the showing calendar and select to be sent a notification.
Appointments Showing Agent
This is the email that is sent to the showing agent when you schedule a showing appointment through the showing calendar and select to send them a notification.
Listing Activity Complete
If you set an activity for one of your listings this is the email that will be sent out once it is completed.
Non Response
Should a showing agent fail to respond to your feedback request emails this email will be sent to either you or your seller (depending on your preferences for that particular listing) letting you know that they did not respond.
Feedback Thank You
The thank you email is automatically sent to the showing agent once they respond to your feedback request email.
Seller Comment
New Listing Comment
On the right of each email there are three buttons... - Edit - Preview - Restore to default settings [NOTE: THIS CANNOT BE UNDONE!!]
Once you have selected to edit the email of your choice..
To change the subject line of the email, simply enter the new name into the Email Subject field.
To change the content/body of the email just enter the desired text into the content field.
NOTE: Do not change the the content in the exclamation tags, the system will automatically populate the correct information once the email is submitted.
Once you are done press Save.
Kyle Slater
I just Migrated from Homefeedback 1.0 and have Questions!
Welcome to Homefeedback 2.0!
There are a number of new features that are available in this new version on Homefeedback.com. We encourage you to go through this article so we can address some of the common questions that you may have and help you to set up your new 2.0 account. Please read this entire article or at least browse the purple subheadings to see if your question or problem is covered.
Some of your customization transferred over from the old site, but not all of it. Your email photo should have come over with no issue, however you signature did not. Please visit this article for instructions on how to update it: Customize your Emails (add photo/signature)
I can't edit anything, it keeps telling me "Invalid Seller Email Address!!"
While the old system let you just enter "none" for a seller's email address, the newer one requires an actual address. Your solution is to either enter your email address here or any number of fake email addresses that our system will recognize as a valid email address. Examples - None@none.com; abcd@1234.com; Fake@hotinuse.com; Fake@fake.com
We are sorry for the inconvenience but this is the best solution to this problem.
Why are my pictures blurry?
When you transferred over from the 1.0 site, the automatically re-sized (and much smaller) images from your 1.0 listings transferred over. Because it was smaller on 1.0 than the window for viewing pictures in 2.0, your images will appear blurry because those small ones are stretched to fit the new window. The solution to this is to simply re-upload the images from the originals.
Step 1 - Select the 'Edit Listing' icon when you are on the 'View Listings' page.
Step 2 - Click on the 'Images' tab
Step 3 - Delete the blurry images with the Red X delete icon.
Step 4 - Upload the new ones. First Click the Add images link.
Then, click the 'Browse' button next to one of the upload fields.
Step 5 - Locate the image you would like to upload on your computer and select it. Click 'Open'.
Step 6 - Press 'Save' at the top or bottom of the page to upload the images and save your changes.
Why can I only ask the Showing Agent Questions when sending a feedback request?
This problem only happens to listings that have transferred over from our 1.0 system.
In the 1.0 system you were only allowed to send one set of questions, so when the feedback (and custom question template you created) from 1.0 transferred over to the 2.0 site the questions attached to the listing became the only question template available for the property.
Unless you delete the listing and re-enter it into the system you can only ask the questions you had in 1.0 for listings that "migrated." Unfortunately there was no way we could have made the information (custom questions/feedback) transfer work otherwise or we would have.
Any future listings you put in Homefeedback will allow you to ask up to 4 sets of questions, but any that came over from 1.0, you can only ask that custom set that came over from 1.0. This fact was disclosed in the information you received when you upgraded, but we apologize again for the inconvenience.
Why does it say [Will Not be Shown to Seller] on the additional comments?
If you had the additional comments hidden on a listing in the 1.0 system, they will also be hidden in 2.0. However we have seen rare exceptions where this happened on a listing when the agent did want the seller to receive all the feedback, including additional comments. There is a very simple fix we can do on our end. Please send an email to support@homefeedback.com with your username and the message "Unhide all my questions." We can unhide all the questions on your account instantly and email you that it has been completed.
How do I hide comments from my seller like in the old system on future listings?
Now you have the ability to hide ANY question, including the open-ended "Additional Comments" question from your sellers if you choose to. If you want to do this, you can change your question template to always hide the open-ended "Additional Comments" question.
An excerpt from that article; the detail you are looking for:
Select the viewing options..
Note - You will not be able to change whether your seller can see the question once you have requested feedback unless you delete all responses as instructed in the big note at the top of the page.
How do I edit the feedback like I did in the old system?
Click the View Showings icon when on the View Listings page.
Select the View Response for this Request icon next to the showing you wish to edit the feedback for.
The feedback response from the showing agent will be displayed for this particular listing. To the right there is a link to Edit Feedback Response.
Once you have changed the answers as you'd like, click the Submit Response button at the bottom of the page.
What happened to the Statistical Report Email option?
Now every email that is sent to your sellers notifying them of feedback has a direct link to not only the response detials, but also the updated statistics. Many agents said that too many emails were going to the sellers and they and should be streamlined into one. Now your sellers can view the updated stats after every showing! If you want to print the stat reports and give them to your sellers you can also do so with the new print stat page feature, available as a [Print Response] link on the statistical report page.
The links on my website point to the wrong Seller Login page!
You may need to update your website, as the link for the 1.0 and 2.0 seller logins are different. To do this you will need new HTML code to give to your webmaster. To get this follow these steps:
Hover over Customization and select Seller View.
Click the tab.
Select which type of graphic/link you wish to get the HTML code for; you will be able to preview each type in the box on your right and the code will be displayed below for you to copy & paste onto your website.
You will be able to preview each type in the box on the right and the code will be displayed under Seller HTML Snippet for you to copy & paste onto your website or send to your Webmaster who runs your personal website.
This should cover the most common questions that you will have after migrating to our new Homefeedback.com. If you have further questions, try the search feature in this Help and Instructions site; we tried to make it as comprehensive as possible. You can also email us by clicking the "Contact Us" link at the bottom of this or any help page.
Here is the article that new users are directed to that covers the majority of our basic features and how to use them. Any of the articles that are linked to are printable:
How can I send showing instructions to the showing agent?
Can I send showing instructions to the showing agent?
If you have showing instructions that need to be disclosed to the showing agent you can have them included in the appointment notification email if you schedule the showing via the showing calendar.
To Add Showing Instructions to a Listing...
Click the Edit Listing icon when on the View Listings page.
Select the Instructions tab.
Enter the instructions into the field provided and press Save when finished.
To send Instructions to a Showing Agent...
When scheduling a showing through the showing calendar be sure to check the boxes to notify the Showing Agent (you can also have the notification go to you and your Seller).
Property photos can be added and/or updated at anytime on a listing. Follow the steps below to upload additional photos to a listing –
Click the gray Edit button when on the View Listings page
Click the Images tab.
Depending on how many photos are already attached to the listing, you may see anywhere from 0-8 fields with gray Browse... buttons next to them.
Complete these steps for each photo that you wish to upload:
Click the Browse.. button
Locate the file you want to upload in the dialog box (the file must be on your computer harddrive).
Click the image of your choice and click Open in the dialog box.
Repeat the steps above for each photo you wish to upload for the listing.
Click Upload Listing Images on the right once you have browsed to all of the photos you wish to upload.
After the page has refreshed and the images have all been sucessfully loaded, press Finish on the bottom right of the page.
Kyle Slater
How do I schedule a showing through the showing calendar?
* Note: Scheduling an appointment through the calendar will automatically send a feedback request after the showing. You will not need to request feedback if you schedule your showing on the calendar.
How do I schedule a showing through the showing calendar?
Hover over Showing Calendar and select Schedule Appt.
Select the property by clicking the circle next to it (under the Pick column).
Find the date the showing will occur on and click within the box (when you hover over a date square it will turn blue).
Under Manually Enter the Contact you can select to enter a brand new contact on the next page.
If they are already in your address book (or if you have requested feedback from them through HomeFeedback previously) you do not need to enter a new contact. You can search for them by using the fields provided, clicking a letter to sort the displayed agents, or by selecting them from the page if they are displayed.? If they are displayed on the page already you can select them by clicking the blue arrow icon next to their information.
You will then have the opportunity to set the appointment time and duration, and even change the actual showing date if needed. (Click inside the field to change the date.)
Below you select the Showing Type. By selecting the showing type you are choosing which set of questions will be sent in the feedback request email.
Next, select if you want reminders to be sent to the Seller, yourself, or both you & your Seller.
Enter the contact details of the showing agent
Tips:
The required fields have red stars next to them.
You will only have to fill out this portion if you are entering the contact manually (the information should automatically populate if you selected them from the list).
Under Notification select whether you want an email to go out stating that the showing appointment has been scheduled. You can send this notification to the Seller, Showing Agent, and yourself.
Click when done.
On the next page simply verify the information is correct, and change the date of the showing, number of feedback request emails to be sent, along with the interval under Feedback Details if needed.
Click when done.
You will receive confirmation once the showing has been added, and if it selected any notifications will go out as scheduled.
To view your calendar click the blue icon on the top or bottom right corner of this page.
Did you know:
When viewing your showing calendar just hover your mouse over a showing you will be shown more details.
The showing that you schedule through the showing calendar will also be visible if you click the View Showings icon when on the View Listings page.
Kyle Slater
How do I import my contacts into the system?
How do I import my contacts into the system?
Step 1 - To import your contact list, hover over 'Address Book' and select 'Import Contacts'.
Step 2 - Click the 'Browse' button and locate your contact list on your computer.
Step 3 - Once you have found the file, click on it, and then press 'Open'.
Step 4 - Press 'Upload'
Step 5 - Select which contact type you want for the list you are importing
Step 6 - Match the fields so information are transferred to the correct fields
Step 7 - Click 'Next' to continue
You will receive confirmation that your address book has been updated.
Click 'Finish'
Kyle Slater
How To Auto Save your user name and password.
Every user has the option to save their user name and password for HomeFeedback by changing your browser settings.
If you are using FireFox follow these instructions:
Goto -> Tools -Click the 'Privacy' tab -In the History' section make sure all three boxes are checked. -In the 'Private Data' section check the 'Ask me before clearing private data' box then 'Settings..'. Check all of the boxes you wish to save data for ex: 'Saved Passwords', 'Saved Form Information' etc.
Clcik 'Ok' until you are back to your home page.
If you are using IE7 follow these instructions:
Goto -> Tools -> Internet Options - Click the 'Content' tab - In the 'AutoComplete' section click 'Settings'
- Check all that apply under the 'Use AutoComplete for' section.
- Click 'Ok' - Click 'Apply' - Click 'Ok'
Kyle Slater
How do I add, delete, or rearrange the photos for a property?
Property photos can be added, deleted, or rearranged at anytime on a listing.
Click the gray Edit button when on the View Listings page.
Click the Images tab.
Follow the steps below depending on what you would like to do...
To add photos
Click the Add Images link on the right.
Depending on how many images you've already uploaded, you will see 0-8 fields with gray Browse... buttons next to them.
Press a Browse... button and find the image you would like to upload on your computer.
Select the image and press Open.
Press the Save button on the bottom right of the page.
To delete photos
If you are deleting multiple images, check the box next to the images you wish to remove and click the delete link in the bottom center.
To delete single images you can simply press the red x icon next to single images you wish to delete.
To rearrange photos To change the order of the images you can click the blue up or down arrows depending on which direction you want to move the photo.
Kyle Slater
I accidentally deleted one of my listings, how can I retrieve it?
I accidently deleted one of my listings, how can I retrieve it?
Click the Search Listings button when on the View Listings page.
Enter a portion of the address (or property details) into the Search fields.
Be sure to change the listing status to "Deleted."
Then press Search.
Click the Edit Listing icon
On the left there is a drop down menu to change the status of the listing, change it from Deleted to Active.
Press when done.
Kyle Slater
How do I edit feedback responses?
How do I edit feedback responses?
Click the View Showings icon when on the View Listings page.
Select the View Response for this Request icon next to the showing you wish to edit the feedback for.
The feedback response from the showing agent will be displayed for this particular listing. To the right there is a link to Edit Feedback Response.
Once you have changed the answers as you'd like, click the Submit Response button at the bottom of the page.
Kyle Slater
What is a showing incentive?
Incentives can be used to motivate the showing agent to respond to your feedback request emails.
You can enter a different showing incentive for each property and any incentives entered will be available for quick selection when entering a new listing so you don't have to re-type it every time.
Adding an incentive to an existing listing..
To add an incentive to one of your existing listings click the Edit Listing icon on any one of your listings. Scroll down until you see Incentive Programs...
If you want to use the same incentive that you have used on another property you can select it from Choose Incentive.
If you are entering a new incentive type in a name under Incentive Name and then enter the showing incentive into the field provided. Example: Respond within 3 days and receive a $5 giftcard to Starbucks!
Once you have entered a showing incentive press Save.
Now whenever enter a new listing (or edit an existing one) you will be able to select the showing incentive you just entered from the drop down menu under Choose Incentive.
Kyle Slater
How do I print an individual feedback response?
To print out individual feedback responses, please follow the instructions below..
Click the View Showings icon when on the View Listings page.
Select the green view feedback response icon next to the showing.
Click the Print Response link.
The response will open in a new window (just property information & responses), simply print out the page.
Kyle Slater
How can I view the showings entered for a property?
To view all of the showings scheduled on a property you can simply select View Showings from the dropdown menu under Actions and press Go.
All of the showings that have been entered on the property are listed on this page, including appointments scheduled through ShowingCalendar, showings imported via ShowingSync, showings pulled from SentriLock, and showings that were entered manually.
Kyle Slater
How do I change the status of my listing?
The status of a listing can easily be updated at anytime –
Press the gray Edit button for the desired listing.
Choose the new listing status from the Status dropdown on the top left.
Press Save or Finish once you are done.
Kyle Slater
How can I delete property photos?
To delete photos from one of your listings please follow the steps below...
Click the gray Edit button when on the View Listings page.
Click the Images tab.
If you are deleting multiple images, check the box next to the images you wish to remove and click the delete link. Additionally, you can simply press the red x icon next to single images you wish to delete.
And you're done.
Kyle Slater
How do I leave comments for my Sellers?
How do I leave comments for my Sellers?
Click the Edit Listing icon when on the View Listings page.
Select the Comments tab.
Click the Add Comments icon/link.
Type the comment you wish to leave for your Seller in the box provided.
Check whether or not you want the comment to be available from inside your Sellers account and if you would like the comment to be emailed to your Seller.
Then press Save when you are done.
Your Seller will be able to view the comments from inside their account instantly and if you opted for them to receive the comments by email the system will send it to them immediately.
Kyle Slater
How do I print out the statistical report for a property?
Click the View Statistical Report icon when on the View Listings page.
Click the Print Response link on the page (right next to Response Details)
You will then see a printer-friendly version of the statistical reports.
Simply press Ctrl + P on your keyboard to send the print command to your printer, or go up to File in your Browser and select Print.
Kyle Slater
How is 'offer pending' feedback used?
How is 'offer pending' feedback used?
HomeFeedback shows which agents have not yet provided feedback, so before accepting an offer, the seller's agent can send an email to those agents who have not yet responded, inviting them to submit an offer for consideration.
Kyle Slater
Update Showing Sync
We have released the new version of "Showing Sync", and you will need to update your application. Please follow these steps to complete the update process. There is also a brief tutorial video for you at the bottom of this article.
1. Open up the "Showing Sync" application. This is the program that is installed on your computer and may be running in computer system tray 2. Click on the "Help" button at the top of the program. 3. Click on "Find Updates" in the Help sub menu. 4. Update the program to the new version.
If you are still unable to click on the sync showings button please click here to help further troubleshoot.
Michael O\'Gorman
Frequently Asked Questions
General Questions about Homefeedback.com
How does an Agent cancel their subscription?
If you do not wish to continue with Homefeedback.com you need to contact Homefeedback.com with instructions to cancel before your account bill date.
We cannot refund payments made on any date previous to us being contacted for an account to be closed. No refunds are given for partial months.
If you wish to cancel your subscription please submit a cancellation ticket through the ticket system; please be ready to provide the following information: YOU MUST SUBMIT A TICKET TO CANCEL YOUR ACCOUNT!
First & last name
Login name
Reason for cancellation
Cancellations are effective immediately; if you leave a message to cancel it may take up to 24 hours to be processed (weekends may take longer). You will receive a Confirmation of Cancellation Email once your account has been closed.
If you do not receive the confirmation within 24 hours (weekends are longer), please do not assume the account has been closed. Call or email us to confirm receipt. Our number here is 858-270-1055.
Please keep the Confirmation of Cancellation as proof of cancellation.
It is your responsibility to ensure that your account is closed.
Kyle Slater
Do you have materials I can use in a listing presentation?
Yes, we provide a listing presentation (PowerPoint) that you can show to your potential sellers; you are welcome to use it as is or edit it to meet your needs.
We also have a flyer (PDF) that you can print out and show to your potential Sellers as well!
Want to download the listing presentation and/or flyer? To download our listing presentation (PowerPoint) and/or flyer (PDF) click the links (below) under Attachments to download it here.
Additionally, you can find them when you are logged into your account by clicking on 'Account' on the top navigation and then selecting 'Getting Started'. (Here you can also find a copy of the listing presentation in Word format if you do not have PowerPoint.)
white paper power point seller flyer
Kyle Slater
Can I edit questions on an existing listing?
See below.
Scenario
Can the questions be edited?
I have already requested & received feedback on the listing for all 4 question templates.
No, you cannot change the questions that are sent out. They are mated to a statistical report once feedback is requested and changing them would create an error in the stat report.
I have requested feedback on 1 of the question templates (ex: showing agent or buyer open house) but not the others.
Yes, you can still edit the questions on the templates you have not requested feedback on simply by clicking "Edit listing" and going to the "Questions" Tab.
Then click the edit icon next to any of the existing questions. You can add questions by clicking the "Add New Questions" link near the top of the page.
I have attached the 4 question templates, but I have not added any showings or received feedback.[CANNOT BE DONE ON LISTINGS MIGRATED FROM 1.0]
Yes, you can still edit your questions by simply clicking "Edit listing" and going to the "Questions" Tab.
Then click the edit icon next to any of the existing questions. You can add questions by clicking the "Add New Questions" link near the top of the page.
If you delete the showings on an existing listing you will be able to edit the questions for that listing.
To delete the showings, click the View Showings icon when viewing all of your listings. Then use the delete icon to delete all the showings. Once they are all gone you can edit your questions manually from the Questions tab in the edit listing screen (click the Edit Listing icon when viewing all of your listings.
Important Note: The solutions listed above apply only to listings created in the 2.0 system. You cannot change the questions on any listings that were transferred over from the 1.0 system.
If youre sure you're on the right page, and you think you have misplaced your username/password you can request your login information by clicking on the 'Forgot your password' link on the login page.
Please allow up to 15 minutes to receive your login information via email.
Still having trouble? Scroll down to try these fixes!
I am receiving the error "Logged out due to inactivity" when I try to login.
You may be receiving this error if your browser is rejecting the cookies to our website.
To correct this issue, complete the following steps..
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy'tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.homefeedback.com and click 'Allow'
Click 'OK'
Open a new browser window and try logging in again.
Nothing happening when you try to login (no error message given)?
* * Please verify you have cookies enabled on your computer. You can do this by going to Internet Options and then the "Privacy" tab. Move the slider down to Medium to enable cookies. If you follow the steps above this solution this will also enable cookies.* *
However, it also may be your security settings on you browser; the best way to solve this it to add Homefeedback.com as your trusted site.
To do this, please complete the following steps in your Internet Explorer browser:
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security'tab, click on 'Trusted Sites', then click on the 'Sites' button.
Our Help & Instructions area has articles with step-by-step instructions that you can either view online or print out to reference as you're navigating the site.
To Download Help Documents, Marketing Materials, aUser Manual, and Professional Listing Presentations featuring information on Homefeedback.com (the Super Bonuses mentioned on our homepage), don't forget to visit this page when you are signed into your account: Getting Started (Downloads)
Highlighted listings are missing information in required fields.
Reasons that you are missing information is due to the fact that you have entered your email address into the seller email address field. We understand that some sellers do not have an email address, whatever the case an easy way to solve this is to put a space at the end of the seller email address.
Other reasons are easily solved by clicking the gray edit listing button and filling in the missing information. Also if you have entered zero for the address, bedrooms and/or bathrooms the listing will be highlighted in yellow.
Kyle Slater
Unsubscribe Agents From Emails
To unsubscribe agents from feedback request and all other emails follow these instructions.
-click on the Address Book and search for the agents you would like to unsubscribe form feedback requests
-in the Actions column click the gray edit contact icon
-click the Unsubscribe tab
-check the Email Types that you would to unsubscribe the agent from and click save
Kyle Slater
How often are the feedback requests sent out?
You can select the days between each feedback request mailing whether it's everyday up to every 5 days.
To set the interval on individual feedback request emails use the Advanced Feedback Options when requesting feedback or change the default settings in your account by going to "feedback" and clicking on "feedback default settings."
Tip:
For instructions on how to change the default settings for feedback request emails click here.
To get more information on how to use the Advanced Feedback Option, please read the How do I Request Feedback? article.
Kyle Slater
Merge Fields for Campaigns and Emails
When creating a campaign, newsletter, or e-card you can now enter in merge fields that allow you to put in your contacts information, your information as a listing agent, your seller's information, and your listing information.
Step 1: Pick your merge field Step 2: Place cursor in email where you would like merge field to go Step 3: Insert merge field in email
You can use merge fields to easily personalize your emails with the information already in your database. Simply upload your list of contacts and start adding your merge fields to your emails.
Kyle Slater
Does my seller need an e-mail account?
No, you may enter new showings of a seller's property into the Homefeedback.com system on behalf of your seller. A seller without an e-mail account can review feedback on a property by logging on to the Homefeedback.com website or obtaining a printout from the listing agent.
www.homefeedback.com is a feedback request service that automates asking your showing agent for feedback. The old method of obtaining property feedback is for you to call the buyer's agent and ask for feedback. When this method fails, as it often does, sellers blame you. Homefeedback.com makes getting that feedback easier because it provides buyers & agents with a faster, simpler way to communicate with you.
Once the property information has been loaded into the system you can begin adding showings whether it is before or after they actually occur. Once the showing agent responds to the requests generated from the system the feedback responses are then sent automatically to your seller (with a copy to you). Even if the showing agent does not respond, your seller will be notified of your efforts to make contact.
In addition, statistics are kept of the feedback given so that your sellers can track how potential buyers are evaluating their properties. This is beneficial to you as you no longer have to tell your client that their property might be priced a little too high, as the feedback would show the credible and unbiased opinion of a third party.
There is also a feature to simultaneously notify all showing agents of an announcement on a property such as a price reduction, open house, or even just to let them know of a new listing on the market.
The cost is $19.95 per month (setup fee is waived for new subscribers!) for unlimited listings with no contract.Right now we have a 21 day trial, to sign up for the trial please go to http://www.homefeedback.com/UI/registration/.
Kyle Slater
Why should I enter open houses into the HomeFeedback?
One compelling reason is to drive your clients back to your site. Another reason is that it's a great way to show your sellers that you are working for them.
Collect the business cards of the agents who have previewed your client's home. Then enter all of those agents as new showings into the Homefeedback.com system. Your sellers will begin to receive feedback from those agents and, as a result, will know that you are doing your job.
Also, if the sellers see a consistent theme emerge out of that initial feedback, they may be quicker to make adjustments that will help you sell that property faster.
Kyle Slater
How will the showing agent know which property my feedback request is for?
The e-mail sent to the buyer's agent requesting feedback will contain the following information:
Address of property
Property photo
Links to Virtual Tour or the Listing's Webpage
Price, MLS, # of Bedrooms, etc.
The feedback request also contains the showing date and is signed with your personal signature and photo.
Here is an example email:
Kyle Slater
Who sees the feedback for the property?
Only the seller (or asset manager) and the listing agent can view feedback for their property.
Kyle Slater
How much does a membership cost?
Individual accounts cost a flat $19.95/month for up to 100 active listings & no contract; the $97 setup fee is waived for new subscribers with individual agent accounts.
If you are interested in prices for an office or corporate version of HomeFeedback.com please send an email to sales@homefeedback.com. Prices vary depending on how many agents will be signed up under an account.
Kyle Slater
What should I do when my listing sells?
When a property sells you can move it over to the Sold folder so you will have it on file for your personal records, just incase it falls out of escrow, or you can even use it to show your potential sellers in any future listing presentations.
To move a listing over to the sold folder follow the instructions below..
Select the Edit Listing icon when you are on the View Listings page.
Using the drop down menu on the left of the page, select the Sold folder.
Then press save at the top or the bottom of the page.
Kyle Slater
How much information do I have to enter for each showing?
The following information is required when entering a showing:
First Name
Last Name
Email Address
Company Name
Tips: If you're requesting feedback directly from a prospective buyer just put "NA" for not applicable in the company field.
Kyle Slater
What if a buyer without an agent views my client's property?
When a buyer who is not represented by a real estate agent previews a property, e.g., during an open house, you can simply gather the buyer's first name, last name, and e-mail address, and enter it into the Homefeedback.com system. As a result, Homefeedback.com will request feedback directly from that prospective buyer.
Kyle Slater
What does "Pending" mean when I view my showings?
If you view the showings entered on a property and it has 'Pending' under Status that means that the feedback request email has been submitted and the system is waiting on a response from the showing agent.
Once the showing agent responds to your request for feedback it will switch to Responded, and if the showing agent fails to respond after the last email has been sent it will change to No Response.
Kyle Slater
How secure is the information entered into the system?
The information can only be viewed by home sellers (or asset managers) and their real estate listing agents (you) by using confidential user names and passwords.
Your data is protected by daily backups, redundant servers, firewalls, intrusion detection, encrypted data transfer, raid drives, and more extensive security architecture that most businesses could never afford!
Kyle Slater
Does an agent need to have an e-mail account to use Homefeedback.com?
Yes, the agent will need an e-mail account to take advantage of the Homefeedback.com system. A free e-mail account can be obtained by logging on to www.yahoo.com or www.gmail.com.
Kyle Slater
How many feedback requests are sent out?
You can choose to send up to 5 feedback request emails to whoever viewed the property.
What type of computer do I need to use the Homefeedback.com service?
ShowingSuite.com works best on computers that meet the following minimum requirements:
Internet access
Pentium 2 class processor or better
650 Mhz processor or higher
128MB of memory or better
56k modem or better
Internet Explorer 4.0 or later or Netscape 4.5 or later (We recommend using Firefox as your browser)
Kyle Slater
Do I need to download any software to use the Homefeedback.com service?
No, www.homefeedback.com is a completely web-based service with no files to download on your PC. With HomeFeedback's Triple-Protected System, your information will never be lost, stolen, damaged, or abused.
You'll have these three critical security advantages over "off-the-shelf" software:
1) Never be vulnerable to viruses, freezes, or power outages. Off-the-shelf software requires you to leave your PC on 24 hours a day, putting you at the mercy of viruses, freezes, and power outages.
2) Never be vulnerable to hackers. The typical desktop PC, connected to the Web, is over 100 times more vulnerable to hackers than we are!
3) Your data is protected by daily backups, redundant servers, firewalls, intrusion detection, encrypted data transfer, raid drives, and ?an extensive security architecture that most businesses could never afford!
Kyle Slater
Webservice error
If you are seeing "Webservice error" when running your Showing Sync program, this does not mean that the sync program is not working. The webservice error is caused by a high amount of traffic on the server and you could try running the sync program at a later time. You can confirm the sync program is sending requests by clicking on the last sync you ran to view more details, as long as your seeing "New Showings" or "Duplicate Showings" your program is working correctly.
If you see any errors that say "Not MLS Owner" or "Invalid MLS" This can mean a number of things.
1. You do not have the listing inputted into Home Feedback or Showing Suite correctly. 2. The MLS number in HomeFeedBack or Showing Suite does not match the MLS number that you have listed in Supra. 3. The lockbox has not been assigned properly in Supra.
Any messages that say Corrupt Data, mean that the showing agent does not have an email address associated with their supra account.
Michael O\'Gorman
HomeFollowup
Getting Started, Email Management, Campaigns, E-cards, and Newsletters. Other Advanced Features
How do I use Campaigns?
When creating a campaign, newsletter or e-card, it's good to know the difference between all 3 of them.
A campaign is a series of emails spread out over a certain time period. When you create a campaign you can use the templates from e-cards or newsletters.
A Newsletter is a one time email sent to your contacts about anything. If you want to send out more that one of these you would use the campaign feature.
An E-card is used for events; a specific event, periodic event, or anniversary for example; birthdays, holidays, or a house anniversary.
Campaigns
To create a campaign hover over Email Management and select Campaigns. Select Create Campaign.
Select when you start your campaign and click on next.
Decide if you would like to associate a listing with any of your campaign emails. Then select what template you would like to use for the first email you will send out in your campaign.
Once you pick your first email to add to campaign, you can then edit this email.
When you are done you can either preview or save this email. When you select save, your schedule of emails will come up. If you would like to add more than one email to this campaign select from your current templates or from a different category.
Once you have all the emails you want in your campaign you can change the order of the emails and the schedule of the emails. Just click on Update to see your changes.
When you have completely finished adding emails and changing the order and the schedule, click on next. You must send to at least one contact in order to save this campaign. If you are not ready to send the emails out send at least to yourself to save your work. WARNING: IF YOU DO NOT SELECT AT LEAST ONE PERSON TO SEND THIS CAMPAIGN TO, YOUR WORK WILL BE LOST!
Once you have sent your campaign you will get a summary of this campaign;
To view a history of all of your campaigns or to add more contacts to an existing campaign please select My Scheduled Campaigns at the beginning instead of Create Campaign.
Kyle Slater
I am new to HomeFollowup, what should I do first?
Brand New Users.. Please use these help pages to guide you though the account setup process and to help you understand how to use the program.
Note that the buttons and text fields in these articles are not active, but are just pictures to show you how to use your account. You cannot click them.
We recommend using two browser windows so you will be able to read the instructions in the help section and navigate your account at the same time.
First Step: We strongly recommend setting up your signature & uploading a personal image as your first step so you do not forget to do so later. Please review this article for instructions:
Bonuses & Additional Assistance: If you would like to schedule a training session for HomeFollowup, have us import your custom templates, or have HomeFeedback added to your plan for a discounted rate of $15 please make your request through our 'Contact Us' form.
Should you have any other questions please browse through the database for an answer as we try to keep the knowledge database stocked with the most frequently asked questions.
Kyle Slater
How Do I Use Newsletters?
Newsletters
From the top navigation bar hover your mouse over the HomeFollowup center and click on Newsletters/Property Flyers. Select Create Newsletter. If you would like to see a history of your newsletters select My Scheduled Newsletters.
Decide when you would like to send your newsletter;
Decide if you would like to associate a listing with this Newsletter.
Select a newsletter template from one of other categories along the left column.
Type in a Label for your newsletter and an email subject. Please don't change anything in !!! marks as those are auto generated merged fields. You can preview your newsletter once it's edited and then select next.
We suggest that you preview the newsletter before proceeding to the next page.
Select the desired contacts you would like to subscribe to this newsletter. You must select at least one contact!
Please select send. You will get a confirmation page of your newsletter.
Kyle Slater
How Do I Use E-Cards?
E-Cards
To create an e-card hover your mouse over the email management button from the top navigation bar, and then select e-cards from the email management menu.
Select create e-card. My scheduled e-cards are a preview of your past e-cards that have been sent. There are reporting features on these pages such as how many people looked at my e-card.
There are 3 options to choose from, specific date, periodic date, and anniversary.
Please select one of these options and click on "next."
On this page you need to select if you would like property information sent out in this email, select yes or no.
You can browse the categories to the left and select which template you would like to use from this page or you can create your own.
Once you have selected an e-card, you can edit it on the next page. Please create a label, this label is an internal label only that helps you identify your card in the future. Also type in an email subject if you would like, there will be a default subject like the one below. Please do not change anything in the !!! marks as those are merge fields.
When you are done editing the email please click, next. You have the option to save the e-card and use it later or select one or more contacts. Once you have done so, please click, send. You will see a page that will give you a summary of this e-card.
Kyle Slater
How do I setup web forms?
What are Web Forms?
Web Forms allow agents who have their own websites to have a custom form on that website that displays marketing and listing data. Potential buyers can fill out this form if they are interested in the marketing content displayed on the form. When a buyer lead fills out the form and presses submit, that contact information is then automatically placed in your Homefeedback.com Address Book! It makes it easy to gain potential customers with an attractive form and is just another marketing tool that is included with your Homefeedback.com subscription! How do I setup a web form?
Scroll over HomeFollowup and select Web Forms.
Create a new Web Form
First label for the form (enter a name that will help you tell forms apart).
Associate a contact type with the form..
Hint: Whenever someone enters their information through this form they will be added into your address book as the contact type you select here.
After an individual enters their information and presses enter this is the web address they will be directed to:
Next, you can select which fields to make required or optional.
Select which type of form layout you would like to use..
Click next to continue..
Further customize your web form.
Select an existing campaign to associate the web form to.
You will then receive the code for your web form. You can either post a link to the form or you can place the actual form on your website.
If you require assistance putting the HTML code on your page please contact your webmaster or web hosting company.
Kyle Slater
ShowingSync
Instructions on Downloading and using ShowingSync Automated Web Browser
How to install and run my NEW ShowingSync Software
How to install and run my NEW ShowingSync Software
IN ORDER TO USE THE SHOWINGSYNC SOFTWARE YOU MUST:
1. Enter your user name and password for lockbox website 2. Add the correct MLS number of your listings in Homefeedback.com 3. For Supra users only: set dashboard date to last seven days 4. The MLS# need to match exactly in HomeFeedback and your lockbox website
CONGRATULATIONS YOU ARE NOW READY TO INSTALL THE SOFTWARE.
Things to know:
PC must be running in order to sync listngs or showings.
You must be connected to the internet.
Installing the HomeFeedback.com ShowingSync is easy. Just follow these steps:
1. In your HomeFeedback account hover over the "Account" tab and click on "Getting Started" Scroll to the bottom of the page and click the install graphic.
2. Click Yes:
3. Click Install:
4. Click Continue:
5. Wait while the program installs:
6. Click Agree:
7. Wait while the program installs:
Congratulations you now successfully installed Adobe AiR and HomeFeedback.com ShowingSync software.
Must enter usernames and passwords during installation of ShowingSync
Must enter usernames and passwords during installation of ShowingSync.
Following the installation of ShowingSync you will be prompted to enter three crucial pieces of information. Your:
HomeFeedback.com Login - This allows us to sync listing and showing information with HomeFeedback.com.
Lockbox Login - This will retrieve showing agent information and trigger a feedback request by our system.
MUST ASSIGN LISTINGS TO LOCKBOX AND MUST PUT MLS NUMBER IN SYSTEM
After you have successfully entered these logins you can now sync your listing and showing information. Here are the steps to follow when entering your account information.
Locate the ShowingSync icon on your desktop:
Agree to our Terms of Use:
Enter HomeFeedback.com login information:
Select and enter your lockbox information: This will access your lockbox website and retrieve any showing information from the last 7 days.
Click Finish to complete the ShowingSync installation:
Kyle Slater
Sync Showings
IMPORTANT
Before syncing showings you must have entered our listings, if we do not support your MLS you will have to manually enter the listing information including the MLS number.
Be sure that any listings you have manually entered into HomeFeedback.com has an MLS number assigned to it. The MLS number must match the MLS number assigned to you lockbox in order to correctly sync showings.
NOTE: For all SUPRA users, you must make sure that the Date Range, found on your Dashboard, is set within 7 days. Make this change Before running the showing sync.
To run showing sync click the button.
After the showings are retrieved they will displayed as follows:
Kyle Slater
Sync Schedule
To further automate the ShowingSync process you may schedule to automatically run ShowingSync. You may chose to run ShowingSync one to two times a day at your desired time.
To set the automated run times click the 'Settings' icon:
Click the 'Sync Schedule' tab:
You have the option to set the automatic ShowingSync time and frequncy:
Click 'Apply' and 'Ok'.
Make sure that your computer is on and connected to the internet in order to run 'Sync Schedule'.
Kyle Slater
ShowingSync FAQ's
Q: How far back can ShowingSync sync showing for?
A: The ShowingSync program will go back for 7 days to look for new activity. Q: When I close ShowingSync and it collapses to the system tray how do I open it up again?
A: When clicking the red 'X' on the top right corner of ShowingSync the program is minimized to the system tray you may open it with a single left mouse click on the program tray icon.
You will not be able to open ShowingSync by clicking on your desktop icon or by selecting it from the program list.Q: Why does the desktop icon do nothing when I double click on it?
A: When ShowingSync is already open the desktop icon will not restore the program from the system tray. You will have to locate the ShowingSync icon in the system tray and left mouse click the icon once to restore the program. Q: Why is ShowingSync asking for my user name and password for Supra, I don’t have a user name and password I have a *Key Number: and PIN.
A: Your Key Number is your user name and the pin number serves as your password. Q: I am a Sentrilock user and Showing Sync is 'hung up' on 'Retrieving Showings'.
A: Login into your Sentrilock account, scroll to the bottom of the page and click 'My Account', change the items to be displayed per page to 20. This will solve the problem Q: Why do I get an error when downloading Adobe AIR?
A: Adobe AIR is a brand new software that is still in beta testing as well, we recommend that if you encounter an installation error uninstall the entire program and re-install. Q: How do I completely close ShowingSync?
A: To completely close Showing Sync click 'File' -> 'Exit'
Kyle Slater
Unable to SyncShowings
Increase the number of showings displayed by SentriLock.
1. Sign into SentriLock 2. Click 'My Account' 3. Change the 'Rows Per Page' to 20 or more. 4. Click 'Save Changes' 5. Click 'My Lockboxes' 6. If there is a 'Next' button click it until it disappears. Seems that the setting must be tested to confirm the 'Next' button is gone.
If you would like ShowingSync to automatically open when rebooting your computer follow these instructions.
1. Copy the italized text below: C:\Documents and Settings\All Users\Start Menu\Programs\Startup
2. Click Start >> Run..
3. Paste the the copied file path into the 'Open:' field. C:\Documents and Settings\All Users\Start Menu\Programs
4. Copy the below file path text: C:\Program Files\ShowingSync
5. While in the Start Menu window go to File >> New >> Shortcut
6. Paste copied text into the 'Open:' field and click 'Next >' and 'Finish':
7. Now ShowingSync will automatically open upon rebooting.
Vista Instructions
Right-click on the ‘Start’icon.
Left-click ‘Explore’.
Locate the ‘Program Files’ folder and expand it to view all files.
Locate the ‘Homefeedback.com ShowingSync Automated Web Browser’ folder and open it.The file should be located at the file path below:
C:\Program Files\Homefeedback.com ShowingSync Automated Web Browser
Right-click on the ShowingSync icon and select ‘Create a Shortcut’.
Vista
will prompt you to save the shortcut to the desktop, click ok.
Close the windows explorer window.
Make sure you can see the ShowingSync shortcut on your desktop.
Left-click the start icon.
Scroll over or click ‘All Programs’ and locate the ‘Startup’ file.
Right-click the ‘Startup’ file and left-click open.
Drag the ShowingSync shortcut from the desktop to the Startup folder.
ShowingSync will now automatically open when rebooting your computer.
Kyle Slater
Unsubscribe contacts from ShowingSync feedback requests
If you would like to add contacts to a list so they will not receive feedback request emails please follow these instructions. The reason you would want to add contacts to this list is if you have inspectors or appraisers accessing your lock boxes and you do not want to send them feedback requests.
1. Hover your mouse over "Address Book" on the top navigation bar and click on "add contact."
2. Type in their First name, Last name, and email address. Click "save."
3. Find the contact you just entered by searching for their name and click on the "gray" edit tab.
4. Click on the "unsubscribe" tab at the top.
5. Select the emails you would not like them to get and click save.
Please Note: If you unsubscribe a contact you will NOT be able to resubscribe that contact to those emails.
Leah Greenwood
Default Showing Frequency
Default showing frequency will determine how often feedback requests are sent out to agents who show a listing more than once. If the default showing frequency is set to 7 days and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and display showings 2 and 3 as "Duplicate Showing" in Showing Sync.
If the default showing frequency is set to 1 and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and send feedback requests on the 2nd and 3rd showings normally.
Kyle Slater
Showing Popup Notificatoins
When ShowingSync is minimzed to the system tray and you have set the auto sync schedule times.
ShowingSync will notify you of New Showings with a popup message.
New Showings will be displayed as follows:
This sync notification popup window will be displayed after each sync providing you with a general snapshot of sync results. If the sync encountered errors during the sync you will see the following:
If there are Invalid Logins for any of your agents you will receive the following popup notification window:
Additionally you can click on this notification window and ShowingSync will be restored to the desktop. Once restored you can rememdy any errors that occured.
Kyle Slater
SentriLock for HomeFeedback.com
You can synchronize your showings from SentriLock Lockboxes by performing the following steps:
Click Account in the navigation menu and enter your SentriLock ID at the bottom of the page. Note: PLEASE DO NOT ENTER YOUR SENTRILOCK CARD NUMBER!
Then enter your SentriLock Password.
Click Listings in the navigation menu and edit each of your Active Listings
Enter the SentriLock Lockbox Serial Number assigned to this listing
Verify the MLS Number is accurate
The system will sync all of your showings at night. The sync will go back 7 days. Please uninstall ShowingSync you will no longer need it installed on your computer.
Neon Engfer
"Empty Sync" or "Unknown Error"
If you see the following messages; "Empty Sync" or "Unknown Error" when you are running the "Showing Sync" program, there is most likely an issue with your Surpa account. When you are seeing this message Supra requires their clients to login to their Supra account online and confirm the key and pin number in their account. To login to the SupraWeb account please click here
If you are still unable to run the "Showing Sync" program after you have confirmed your key and pin, please click here for additional troubleshooting steps.
Michael O\'Gorman
Troubleshooting
Having a problem? Getting an Error? Suggestions and help here.
I'm having trouble uploading my images!
Please make sure your image is one of the following file types:
.jpg or .jpeg
.jpe
.jif
.png
.gif
The above formats are the most common types of digital pictures. If you are using .jpg or .gif files and are still having difficulty, the most common problem is trying to upload pictures that are too big.
Check the file size! Images cannot exceed 2 MB in size. Also, you cannot upload multiple pictures with a total file size larger than 5 mb.
Most current digital cameras take pictures that can be enormous, both in file size and in dimensions. Our viewing window for the pictures on HomeFeedback is around 302x202 pixels.
The recommended solution is to just upload the pictures one or two at a time. Images larger than 2MB will need to be resized prior to uploading. If you do not have a program to do this on your computer, or do not know how, there is a very simple online tool that can be found at http://www.shrinkpictures.com. The default settings for resizing pictures there is perfect for use with the system.
Follow the steps on that site, save the smaller image to your computer, and upload that smaller version. It should work just fine.
Kyle Slater
Why do I get the message 'too many active logins'?
If you receive the message "too many active logins" it means that multiple individuals are logged into your account or you may also get this message if you close your browser without properly logging out & then reopened it to login again repeatedly within a short time frame.
Only 5 people are allowed to be logged into the same account at the same time.
To solve this issue someone will need to log out of HomeFeedback (if you have numerous assistants logging in) or wait an hour before attempting to re-login as the system will reset the current logged in user sessions.
My seller/builder has more than one property to sell! What can I do?
Our system was designed to be oriented towards residential sales with one seller one home. We do realize that this is cumbersome to builders or sellers with multiple listings but the system was designed mostly for traditional residential real estate where a seller has only one property.
Our suggestion in this situation is to make the usernames for each of the the properties the acutal addresses of each property (123MainSt, for example), using the same password for all. When your seller logs in to that address, they can see the feedback for it. When they log out, they will be re-directed to the sign in page and can put in a different address to check.
They can also get all the emails for all the feedback in the same inbox; you CAN use the same seller email address for each property.
This is something we are planning on changing in the future; unfortunately, though, it is not an option at this time.
Kyle Slater
Why are my images fuzzy or distorted?
If you transferred over from the 1.0 site, the automatically re-sized image from 1.0 transferred over. Because it was smaller on 1.0 than the window for viewing pictures in 2.0, your images will appear blurry. The solution to this is to simply re-upload the images from the originals. Step 1 - Select the 'Edit Listing' icon when you are on the 'View Listings' page.
Step 2 - Click on the 'Images' tab
Step 3 - Click the 'Add Images' link on your right.
Step 4 - Click the 'Browse' button next to one of the upload fields.
Step 5 - Locate the image you would like to upload on your computer and select it. Click 'Open'.
Step 6 - Press 'Save' at the top or bottom of the page to upload the images and save your changes.
If you did not transfer over from the 1.0 site, then your images may appear fuzzy or distorted due to the size of the photo that you are uploading.
The system displays pictures at 302x202 and as a result any images that are smaller then the dimensions allowed will be stretched to fit the area. This also applies to images that are bigger then the display allowed as the system will shrink the images to fit accordingly.
For smaller images, the only solution would be to use a bigger photo, following the instructions above.
Try resizing images that are extremely large in a photo editing program or even by using Paint. There are stretch/skew options in Paint that can be used under 'Image' on the top menu. Doing this may help your image display as the system will not have to adjust the portrait as much.
Kyle Slater
Why am I not receiving emails from homefeedback.com/agents?
Our first suggestion is to always check your Spam, Junk or Bulk mail folders. Because our emails have pictures and formatted text in them, they sometimes they get filtered by spam filters by mistake. If you are worried that the same thing may be happening to the agents who you request feedback from, we have addressed this. When you send a feedback request, it sends 3 requests by default. The second email is sent as a text-only email to make sure it reaches the recipients inbox.
If you have checked your spam folders and the emails are still not there, please confirm that your email address on file is correct. You can do this by going to 'Account' in the navigation bar and clicking 'Profile.' If you have confirmed that the address is correct, then we recommend contacting your email provider and asking them is they have, for some reason blocked our emails. We do not send spam emails, but occasionally we are mistaken for such people because of the sheer volume of emails that go through our system.
We also recommend contacting us if this is your situation ( support@homefeedback.com ). We may be able to contact the email provider as well to get the situation rectified as soon as possible.
Kyle Slater
Why does it say Seller username is already in use?
You will get this message if the username you are trying to choose has already been used by anyone in our entire system, not just your account. Once a username has been used it cannot be used again so be sure that you are selecting a unique username for your Sellers.
We recommend using the Seller's first & last name or the street address as the username. Additionally, you can add a number or two at the end of the username you wanted to use originally.
The password can be the same for every one of your sellers, only the username must be unique.
Please be sure that you do not confuse the seller's actual name with the username. The username is what the seller will use along with their password to login to their account.
Kyle Slater
You have achieved the max number of listings in your current plan!
*NEW* If you signed up before March 2007 and are receving this error please email your username to support@homefeedback.com
If you are receiving the error 'You have achieved the Maximum number of Listings' check to see if you are logged in as a Seller. If this is the case, simply log out and log back in to correct it.
As a security feature, if you leave your account idle for more than 15 minutes, instead of being completely logged out of the system, your status is changed to Seller. You can still navigate the site, but you cannot make any changes.
We are currently changing this feature so it logs you out completely, to prevent unnecessary confusion.
Kyle Slater
Why are my sellers not receiving notification of new feedback?
Check your Seller's preferences to verify that they are set to receive emails.
Step 1 - Select the 'Edit Listing' icon when you are on the 'View Listings' page.
Step 2 - Make sure the Seller Email Options are set for 'Seller receives email notifying them of feedback'.
Step 3 - Press 'Save' at the top or bottom of the page.
Verify with your seller that they are checking their spam/junk mail folder for the emails. Because our emails have pictures and formatting in them, they are occasionally mistaken for spam emails.
Also, check that the email address you entered for your seller is correct. You can do this by going to the View Listings page, and clicking "Edit Listing." The Seller's email is one of the first fields.
If you have confirmed all of this and the seller is still not getting the emails, they may be blocked by the email provider. We do not send spam emails, but occasionally we are mistaken for such people because of the sheer volume of emails that go through our system. In this case, we recommend contacting us at support@homefeedback.com with the email address in question. We may be able to contact the email provider to try to get the situation rectified as soon as possible.
Kyle Slater
Why can't I e-blast all of my contacts?
Unfortunately we had to remove the 'e-blast all contacts' option because agents were importing huge lists and spamming thousands of emails to people who had not even shown their properties. As a result, some e-mail providers had placed our mail servers on their blacklist (our emails are now getting through again).
Now you will be able to e-blast any agents that are associated with any new or migrated listings even if you have deleted the listing in 2.0.
A note for those that transferred over from 1.0... If the showing contacts were associated with a deleted listing in 1.0, then unfortunately they cannot be sent e-blast messages.
Since 2.0 cannot recognize a property that they are associated with, they do not register as having shown one of your properties, and therefore are not a 'showing contact'.
We apologize for any inconvenience this may have caused, however, any users that have migrated after May 1st will not be affected.
Kyle Slater
Why are my Sellers not receiving their emails?
Our first suggestion is to always check your Spam, Junk or Bulk mail folders. Because our emails have pictures and formatted text in them, they sometimes they get filtered by spam filters by mistake.
Next, check to see if the sellers email address is correct.
You can do this from the View Listings page by clicking on the Edit Listing icon. On that first page, verify that the seller email address is correct. Then, scroll down and confirm that your Seller communication settings are set like this:
Specifically, confirm that Choose Seller Email Options is set to Seller receives email notifying them of feedback
Also, check that the email address you entered for your seller is correct.
You can do this by going to the View Listings page, and clicking "Edit Listing." The Seller's email is one of the first fields.
If you have confirmed all of this and the seller is still not getting the emails, they may be blocked by the email provider. We do not send spam emails, but occasionally we are mistaken for such people because of the sheer volume of emails that go through our system.
In this case, we recommend finding the contact information for that sellers email provider and sending it to us at support@homefeedback.com . We may be able to contact the email provider to try to get the situation rectified as soon as possible. We need their contact info, especially in cases when it is an obscure email provider.
Kyle Slater
Why is the request feedback icon red?
The feedback request icon will be red if you have not assigned the questions to the listing yet.
When this is the case simply click the icon to associate questions to the listing.
The questions on each templates will be displayed on the next page; click through the tabs to verify that the questions of your choice are present on each template.
Once you have confirmed that the questions you want are on the templates you are about to assign, click Finish.
Once the above steps are completed the Request Feedback icon will now be green when you are viewing your listings.
I can only select the Showing Agent questions to ask!
This problem only happens to listings that have transferred over from our 1.0 system.
In the 1.0 system you were only allowed to send one set of questions, so when the feedback (and custom question template you created) from 1.0 transferred over to the 2.0 site the questions attached to the listing became the only question template available for the property.
Unless you delete the listing and re-enter it into the system you can only ask the questions you had in 1.0 for listings that "migrated." Unfortunately there was no way we could have made the information (custom questions/feedback) transfer work otherwise or we would have.
Any future listings you put in Homefeedback will allow you to ask up to 4 sets of questions, but any that came over from 1.0, you can only ask that custom set that came over from 1.0. This fact was disclosed in the information you received when you upgraded, but we apologize again for the inconvenience.
Kyle Slater
I am clicking on an icon and nothing is happening!
I am clicking on the icon and nothing is happening!
If you are on the View Listings page and you are clicking on an icon (example: Request Feedback or Edit Listing) and nothing is happening be sure that you are not clicking on the Legend.
The icons that you need to click are to the right of each listing under Actions.
Note: If you are clicking on the legend you will be prompted to click the icons under the Actions column.
If you are still having trouble, make sure you are still connected to the internet and email support@homefeedback.com for additional assistance.
Kyle Slater
Why does the agent keep getting emails if they've already responded?
There are two possible reasons why the Showing Agent may continue to receive feedback requests if they have already responded.
Reason A) If they clicked 'Reply' and responded to the actual email instead of clicking the link in the email as instructed.
Reason B) The showing was accidentally entered into the system twice and they responded to one of the feedback requests, but continue to receive the duplicate showing's feedback request emails.
Solution for Reason A)
If the showing agent simply clicked Reply and responded to the actual email then they did not log their feedback with the HomeFeedback system and instead replied to the actual email.
When this is the case, you can enter their response into the system by doing the following...
Click the View Showings icon when on the View Listings page.
Click the grey icon to enter the feedback responses manually.
Mark off their answers and enter any additional comments as needed.
Click the Submit Response button when finished to save your changes.
The Showing Agent will no longer receive the feedback email requests and the feedback response is now logged into the system.
Solution for Reason B)
The Showing Agent may be receiving multiple feedback request emails if they were entered into the system multiple times.
To check & see if this is the case please complete the following steps..
Click the View Showings icon when on the View Listings page.
Sort the showings by first name or last name to make it easier to check for duplicates.
If the showing agent is listed more then once and one of the showing's status is listed for 'Pending' then delete the duplicate showing entries by clicking the red icon with an 'x' on it.
Note: Be sure NOT to delete the showing marked Responded as that is the showing that the agent replied to with their feedback!
If the above does not work please send an email to support@homefeedback.com with your username along with the listing address and showing agent's name so we can look into your account.
Kyle Slater
I am trying to schedule a showing but my listing is not there!
The reason you cannot schedule a showing may be due to you not assigning the question templates to the listing.
To check, click Home on the top navigation menu when in your account.
The feedback request icon will be red if you have not assigned the questions to the listing yet.
When this is the case simply click the icon to associate questions to the listing.
The questions on each templates will be displayed on the next page; click through the tabs to verify that the questions of your choice are present on each template.
Once you have confirmed that the questions you want are on the templates you are about to assign, click Finish.
Once the above steps are completed the Request Feedback icon will now be green when you are viewing your listings and after the above steps are completed your listing will show up when you try to view the showing calendar and/or schedule an appointment.
Kyle Slater
"Empty Sync" or "Unknown Error"
If you see the following messages; "Empty Sync" or "Unknown Error" when you are running the "Showing Sync" program, there is most likely an issue with your Surpa account. When you are seeing this message Supra requires their clients to login to their Supra account online and confirm the key and pin number in their account. To login to the SupraWeb account please click here
If you are still unable to run the "Showing Sync" program after you have confirmed your key and pin, please click here for additional troubleshooting steps.
Examples of user names that will NOT work: Mr.Smith; Mr Smith; Mr_Smith; TheSmith; 123 Main St; 123MainSt.
Examples of user names that will work: MrSmith; Thesmiths; Smith1; 123Mainst
To change it: Click on this button from the View Listings page.
You can change the Seller username and password from the view/edit listing page.
From the view/edit listing page, find this area:
And change the seller username and/or password.
Then press Save.
If you are sure the seller is using the right page, there may be one other explanation for your seller not being able to login. In Homefeedback 2.0, the seller username or password cannot have any characters, punctuation marks (periods, apostrophes) or spaces in it. It needs to be letters and/or numbers only with no spaces.
Kyle Slater
How do I (the Seller) Use My Account?
How do I (the Seller) use my account?
Go to the Seller Login Screen and login with the Username and Password your agent has assigned to you (this should have been emailed to you by your agent).
Once you are in your account you should see your 'control panel', from this page you have several options, but the two most important are the quick status and the view response. You simply need to click on the Green icon to view the response for that particular request:
You can also view the feedback stats to get an overall view of the feedback and the showings all in one place.? When you click on feedback stats you will get a page that will show you ALL of the feedback with all of the comments on one convienent page.
When you click on correspondence, you have a way to email your agent while you are in your system and keep a record of all the emails you have sent.
Listing Activity and documents are both features that are extra on our site, your agent may or may not use these features in the system but if they do you will find the activities and the documents under these buttons.
For an overall detailed view of all the responses lumped together for each questions click on responses.
And finally if your agent would like to leave you a comment you will find them under the comments section.
Kyle Slater
ShowingSuite.com
Knowledge base articles for all products along with FAQs and other informative documents.
Getting Started
When you first create your account, you will have to complete the Setup Wizard in order to begin using your account. Completing the Setup Wizard is easy and will only take a couple minutes of your time.
Note: All required fields will be marked with a red asterisk (*)
General Settings
Time zone: * Select your time zone from the dropdown menu. By setting your time zone all of the emails sent by the system on your behalf will go out at the proper time.
Email Signature: * The system will automatically create a signature based on the information entered when you created your account, but you can edit it if needed. The signature will appear at the bottom of all your feedback requests as well as any other emails sent by ShowingSuite.com on your behalf. Please note HTML is NOT allowed.
Secret Question: In the event that you forget your password, this is the question that the system will ask to verify that it is you requesting to retrieve your account information.
Secret Answer: Enter the answer for the secret question in this field.
Images / Seller Login Page
Company Logo / Banners: Upload a company logo or banner that will appear in the top left corner of your feedback request emails along with your custom seller login page. Keep in mind that the image will automatically be resized to 108 x 64 pixels. Follow these steps to upload an image:
Click the gray Browse… button
Locate the file you want to upload in the dialog box (the file must be on your computer hard drive).
Click the image of your choice and click Open in the dialog box.
Logo / Signature: Upload a logo or agent photo that will appear in your signature in outgoing emails and will be next to the login fields on your custom seller login page. Keep in mind that the image will automatically be resized to 100 x 100 pixels. Only standard image formats are allowed (.jpg, .gif, .png, etc). The steps to select an image are the same as above:
Click the gray Browse… button
Locate the file you want to upload in the dialog box (the file must be on your computer hard drive).
Click the image of your choice and click Open in the dialog box.
Background Color: This affects the seller login page only.
Put a link on your website to your customized seller login page
Seller Link Type: Choose what type of link you want to place on your website. There are multiple types of links and images to choose from, including animated gifs and transparent background images. Additionally, you can select a simple text link or grab the URL if you want to have your webmaster frame the seller login page into your existing website.
Preview HTML Snippet: This shows a preview of the seller link type that is currently selected.
Seller HTML Snippet: This is the raw HTML code for the currently selected seller link type. Simply copy and paste whatever is in this field and either add it to your existing website or give it to your webmaster so they can add it.
Edit Question Templates
Review and edit the default question templates if necessary. This will affect all future listings entered into the system. The questions can be updated at any time, but we recommend editing the questions prior to entering listings. Please note that once you have requested and received feedback on a property that the questions cannot be changed
Add a question:
Press the blue Add a new Question button.
Enter the question in the Question Text field.
Select whether you want the question to be visible to your seller (this cannot be changed later).
Choose the Question Type: multiple choice, multiple choice with open ended text, or open ended.’
Enter question answers (not required with open ended questions). At least 2 possible answers must be entered.
Press Save in the bottom right corner when done.
Edit a question:
By default the action is set to Edit, so press Go next to the question you wish to edit.
Make the necessary changes to the question.
Press Save in the bottom right corner when done.
Delete a question:
Select Delete from the dropdown menu for the desired question, then press Go.
Press 'OK' on the confirmation dialog.
Change question order: |
Select Move up or Move down from the dropdown menu for the question you want to change the order of.
Press Go.
Repeat until the questions are in the desired order.
At the top of the screen click on "Customer Login"
On the next page enter in your email address and password. If you have forgotten your password use the "Forgot your password?" link to request a new one.
Enter your email address and click "Send New Password" and the system will create and send a new password to the email address you have on file. Please allow up to 15 minutes to receive your login information via email.
If you are still having trouble try these advanced troubleshooting steps.
It could be your computers security settings. The best way to resolve this would be to add showingsuite.com as a trusted site. Complete the following steps to add showing suite as a trusted site.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com. Uncheck the box requiring server verification (https:) for all sites in this zone. Hit 'Close' to save your changes.
Now open a new browser and try to re-login to www.showingsuite.com
If you still receive an error when logging into your account your browser may not be set to accept cookies from our website. Please follow these steps to correct the issue.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com and click "Allow" and then "OK" at the bottom of the screen.
Open a new browser window and try logging in again.
Michael O\'Gorman
Account
Info and Billing
What forms of payment do you accept from real estate agents?
We accept credit cards (Visa, MasterCard & American Express only). You can pay monthly, or annually.
We plan to begin accepting checks in the near future.
Kyle Slater
How much does a membership cost?
We have a wide variety of different products and pricing plans available for agents, teams, and offices. You will find all of this information on our main website.http://www.showingsuite.com under the Pricing and Suites tab. This has the package and pricing options for agent plans.
To receive a quote on an Office or Team account use the get a quote link on that page and one of our representatives will contact you to talk about what you may need.
Kyle Slater
How does an Agent cancel their subscription?
If you do not wish to continue with Homefeedback.com you need to contact Homefeedback.com with instructions to cancel before your account bill date.
We cannot refund payments made on any date previous to us being contacted for an account to be closed. No refunds are given for partial months.
If you wish to cancel your subscription please submit a cancellation ticket through the ticket system; please be ready to provide the following information: YOU MUST SUBMIT A TICKET TO CANCEL YOUR ACCOUNT!
First & last name
Login name
Reason for cancellation
Cancellations are effective immediately; if you leave a message to cancel it may take up to 24 hours to be processed (weekends may take longer). You will receive a Confirmation of Cancellation Email once your account has been closed.
If you do not receive the confirmation within 24 hours (weekends are longer), please do not assume the account has been closed. Call or email us to confirm receipt. Our number here is 858-270-1055.
Please keep the Confirmation of Cancellation as proof of cancellation.
It is your responsibility to ensure that your account is closed.
Kyle Slater
Account Tab
Account tab shows details of your account including Profile, Password, Subscription Plan, Billing History, and Email Errors.
Profile contains the following information:
Primary Email Address (this is also your login name for ShowingSuite.com; if you change your email address be sure to use the updated address to login to your account)
Company
Website
First Name
Middle Name
Last Name
Office Phone
Mobile Phone
Fax Number
Address 1
Address 2
City
State
Zip
Country
Password Here you can change your account password.
Subscription Plan View your current plan, available upgrades, or update your credit card information
Billing History Viewing your Billing History for your account
Email Errors This email bounce console will show which email addresses failed and the error message that was given.
Kyle Slater
Updating credit card information
Follow the steps below to update your credit card information:
In the top navigation click Account and then select Subscription Plan from the submenu.
Enter the new card details under the Enter Payment Method details at the bottom. Required fields are marked with a red asterisk (*)
Press Save when done.
Note: If you are updating your card information after receiving a credit card declined notice, the system will automatically attempt to card your charge the next day.
Marquisa Kirkland
Change your account password
Follow the steps below to change your account password: Required fields are marked with a red asterisk (*)
In the top navigation click Account and then select Password from the submenu.
Enter your current password to confirm you are the owner of the account.
Enter the new desired password.
Press Save when done.
Marquisa Kirkland
View your billing history
Follow the steps below to view your billing history:
In the top navigation click Account and then select Billing History from the submenu.
All of your credit card transactions will be listed here.
Note: You can print this page to have a record of all your Showing Suite charges.
Marquisa Kirkland
Review email errors
Follow the steps below to review email errors:
In the top navigation click Account and then select Email Errors from the submenu.
All of the email errors that have occured for your account will be listed here.
Hover over the Error Message column for any of the emails to see what the error message was.
Make any necessary changes to your account to avoid further email errors for the particular contact (update email addresses in your contacts, remove bad email addresses from your contacts, etc).
Marquisa Kirkland
Update profile information
Follow the steps below to update your profile information:
In the top navigation click Account and then select Profile from the submenu.
Here you can update the following information:
Primary Email Address (this is also your login name for ShowingSuite.com; if you change your email address be sure to use the updated address to login to your account)
Company
Website
First Name
Middle Name
Last Name
Office Phone
Mobile Phone
Fax Number
Address 1
Address 2
City
State
Zip
Country
Be sure to press Save if you update any information.
Marquisa Kirkland
I'm having trouble logging into Showing Suite.
If you are having trouble logging into your ShowingSuite.com account please follow these steps.
At the top of the screen click on "Customer Login"
On the next page enter in your email address and password. If you have forgotten your password use the "Forgot your password?" link to request a new one.
Enter your email address and click "Send New Password" and the system will create and send a new password to the email address you have on file. Please allow up to 15 minutes to receive your login information via email.
If you are still having trouble try these advanced troubleshooting steps.
It could be your computers security settings. The best way to resolve this would be to add showingsuite.com as a trusted site. Complete the following steps to add showing suite as a trusted site.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com. Uncheck the box requiring server verification (https:) for all sites in this zone. Hit 'Close' to save your changes.
Now open a new browser and try to re-login to www.showingsuite.com
If you still receive an error when logging into your account your browser may not be set to accept cookies from our website. Please follow these steps to correct the issue.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com and click "Allow" and then "OK" at the bottom of the screen.
Open a new browser window and try logging in again.
Michael O\'Gorman
Contacts
Organizing and updating your contacts
Unsubscribe Agents From Emails
All outgoing account emails automatically include an unsubscribe link that the email recipients can click to remove themselves from the mailing lists. Occasionally a contact may submit an e-mail requesting to be removed from the email list.
Warning: Unsubscribing a contact from an email type is permanent and CANNOT be undone!
Follow these instructions to unsubscribe a contact from an email type:
·Select the Contacts tab from the top navigation in the account.
·Use the search filters to locate the desired contact or use the alphabet bar to find the contact by the first letter of their last name.
·In the dropdown for the selected contact, choose the Edit Subscriptions option and press Go.
·Un-check each email type to unsubscribe this agent from. Warning: Unsubscribing a contact from an email type is permanent. To unsubscribe this contact from the email type, un-check the box next to the type and click OK in the confirmation dialog.
Note: If not able select a particular email type this contact has already unsubscribed from these emails.
·Press Save or Finish when done.
Reminder: Unsubscribing a contact from an email type is permanent and CANNOT be undone.
Contact Settings: This section directly relates to the Contacts tab.
·Settings - Contacts section will allow you to Create Custom Date Labels as well as Add/Edit Contact Groups.
·Custom Labels can be named anything, typically they are anniversary dates such as Home Loan Date, Birthday, date of Home Purchase, etc.
·Add / Edit Contact Group is especially helpful when associating contacts to specific events or listings.
See CONTACTS for more information on this section.
Kyle Slater
How do I import contacts into the system?
How do I import contacts into the system?
Follow the instructions below to import contacts into the system –
In the top navigation click Contacts and select Import contacts.
Read through the Permission Confirmation Checklist and be sure that your contact list meets the guidelines.
Note: Only permission-based email addresses can be used in Showing Suite. If your list does not meet each item on the checklist, select Cancel. All checkboxes must be checked before your import will begin.
Review the Import Options and make sure the desired choice is selected. We recommend leaving it on Do not import duplicate items unless you're updating contacts already in the system.
Click the gray Browse... button and locate the CSV file to upload from the computer. The file must be in CSV format. If there is an excel formatted list, save the list in CSV format.
Press Upload CSV
Set the preferences and map the fields to ensure the contact details are correctly placed.
Choose a Primary Group – Select what type of contact group the list is to be placed under. Check the Add imported contacts to HomeFollowup if the list is to be visible in HomeFollowup to send email campaigns, newsletters, etc.
Check Additional Groups you want the contacts to fall under if applicable.
Map the fields to place the imported information into the proper system fields.
Press Save when done
Next the import status will be shown. This will be give the total number of contacts, how many imported, duplicate contacts, and bad contacts.
Marquisa Kirkland
Edit Contact Groups
Edit Contact Groups:
·First locate and click on the Contacts tab at the top of the account.
·Locate and select the contact from the address book. Use the search filters to narrow down your search.
·Using the drop down menu for the agent select Edit Groups
·On the next screen choose to add the contact to additional groups.
Example: an open house lead becomes a seller as well.
·Click the Save or Finish button
Michael O\'Gorman
Edit Contact Notes
Edit Contact Notes:
·Select the Contact tab at the top of the account.
·Select the contact from the address book. Use the search filters to narrow down the search.
·Using the drop down menu for the agent select Edit Notes
·Click on the date and choose from the calendar pop up.
·Add/Edit the note for the contact.
·Click Save.
Michael O\'Gorman
Edit Contact Reminders
Edit Contact Reminders
·Click on the Contacts tab at the top of the account.
·Locate the contact from the address book. Use the search filters to narrow down the list.
·Using the drop down menu for the contact select Edit Reminders
·Here add a new reminder type by clicking on the reminder type box and typing in the new reminder. If a reminder is already created, select it with the drop down menu.
·Select the Urgency Level.
·Choose the date to send the reminder out, and how many days before the event to send the reminder. Use the drop down menu to choose how many days before the event that a reminder is sent.
·Click Save or Finish.
Note: All fields that have a red * are required.
Michael O\'Gorman
Edit Contact Subscriptions
Edit Contact Subscriptions:
·Click the “Contacts” tab at the top of the account.
·Next select the contact form the address book. Use the search filters to narrow down the search. Using the drop down menu next to the agent’s name choose “Edit Subscription” and click Go.
·The next screen will be list of all emails that the system sends. Uncheck the box next to the type of message they do not wish to receive in the future.
·Click Save or Finish.
Michael O\'Gorman
Edit Anniversaries
Edit Anniversaries:
·Click on the Contacts tab at the top of the account.
·Select the contact from the address book. Use the search filters to narrow your list. After the contact has been found use the drop down menu and select “Edit Anniversaries”
·Here add their birthday, home or loan closing. Three additional custom dates for any other anniversaries can also be added.
·Click Save or Finish.
Michael O\'Gorman
Send Survey Invitation
Send an existing survey
Click on the "Survey" tab while logged into the account. Locate the survey to send and using the drop down menu select "Send Survey Invitations" then click go.
On the next page create the survey invitation. Once the survey invitation is completed click on the "Preview survey and select contacts" button at the bottom of the page.
After previewing the survey click the "Select Contacts" button at the bottom of the page.
The next page will show the account contact list, select who will receive this survey. Use the search fields to locate contacts and check the box for the contact name to add them as a recipient. After the contacts are selected click "Send Survey Invitations" at the bottom of the page to send the requests.
Michael O\'Gorman
General FAQ
Frequently Asked Questions
What type of computer do I need to use the Homefeedback.com service?
ShowingSuite.com works best on computers that meet the following minimum requirements:
Internet access
Pentium 2 class processor or better
650 Mhz processor or higher
128MB of memory or better
56k modem or better
Internet Explorer 4.0 or later or Netscape 4.5 or later (We recommend using Firefox as your browser)
Kyle Slater
How much does a membership cost?
We have a wide variety of different products and pricing plans available for agents, teams, and offices. You will find all of this information on our main website.http://www.showingsuite.com under the Pricing and Suites tab. This has the package and pricing options for agent plans.
To receive a quote on an Office or Team account use the get a quote link on that page and one of our representatives will contact you to talk about what you may need.
Kyle Slater
Do I need an email account to use the system?
Yes, you will need an e-mail account to take advantage of our software.
Visit our Pricing and Suites page to see what product would best suite your needs.
Once you have selected a version you will be able to register for an account (agent products only), or request a quote and have a specialist contact you for a team, office, or mls product.
If you are signing up for an agent account you will be able to create an account immediately and begin using the system. A welcome email will be sent to your inbox containing your login information.
Kyle Slater
How does an Agent cancel their subscription?
If you do not wish to continue with Homefeedback.com you need to contact Homefeedback.com with instructions to cancel before your account bill date.
We cannot refund payments made on any date previous to us being contacted for an account to be closed. No refunds are given for partial months.
If you wish to cancel your subscription please submit a cancellation ticket through the ticket system; please be ready to provide the following information: YOU MUST SUBMIT A TICKET TO CANCEL YOUR ACCOUNT!
First & last name
Login name
Reason for cancellation
Cancellations are effective immediately; if you leave a message to cancel it may take up to 24 hours to be processed (weekends may take longer). You will receive a Confirmation of Cancellation Email once your account has been closed.
If you do not receive the confirmation within 24 hours (weekends are longer), please do not assume the account has been closed. Call or email us to confirm receipt. Our number here is 858-270-1055.
Please keep the Confirmation of Cancellation as proof of cancellation.
It is your responsibility to ensure that your account is closed.
Kyle Slater
What is ShowingSuite.com?
Showing Suite products are designed for every real estate agent, real estate team and real estate office incorporating the popular Homefeedback service that has been utilized by over 700,000 real estate agents. It is an all-in-one real estate brokerage productivity suite to help sell homes faster and for more money. While Showing Suite saves realtors hours of time every month it will keep home sellers happy and informed by providing them transparency during their real estate transaction resulting in obtaining more listings and selling them faster for the most amount of money.
Real estate software that via the web offers realtors and broker agents the potential to harness their full sales potential by getting home feedback after a showing, allow prospects to schedule showings on your website, employs newsletters, email campaigns, and property flyers to communicate with leads and clients. Offers productivity reporting and a dasktop dashboard for real estate team and real estate brokerage versions.
Showing Suite can also be purchased for individual agents, teams, or entire MLS boards.
Kyle Slater
I accidentally deleted one of my listings, how can I retrieve it?
Unfortunately deleted listings cannot be retrieved.
When you delete a listing a confirmation dialog pops up to confirm that you wish to delete the listing and warns that it CANNOT be undone.
Please keep this in mind when removing listings from your account.
Marquisa Kirkland
How to auto-save your user name and password.
Users have the option to store their username and password for HomeFeedback by using their web browser.
Note that if you decide to automatically save your login information using your web browser that you will need to update the stored information if you ever change your password on the site.
There are a variety of web browsers available, but we've provided instructions to automatically save your login information for the most popular browsers below:
Firefox 3 users –
Go up to Tools and select Options.
Select the Security tab
Check the Remember passwords for sites box.
Select the Privacy tab.
In the Private Data section check the Ask me before clearing private data box. Click the Settings... button on the right and make sure Saved Passwords is NOT checked.
Internet Explorer 7 users –
Go to Tools and select Internet Options
Click the Content tab
In the AutoComplete section, click Settings
Check all that apply under the Use AutoComplete for section
Click Ok
Click Apply
Click Ok
Marquisa Kirkland
Getting Started
When you first create your account, you will have to complete the Setup Wizard in order to begin using your account. Completing the Setup Wizard is easy and will only take a couple minutes of your time.
Note: All required fields will be marked with a red asterisk (*)
General Settings
Time zone: * Select your time zone from the dropdown menu. By setting your time zone all of the emails sent by the system on your behalf will go out at the proper time.
Email Signature: * The system will automatically create a signature based on the information entered when you created your account, but you can edit it if needed. The signature will appear at the bottom of all your feedback requests as well as any other emails sent by ShowingSuite.com on your behalf. Please note HTML is NOT allowed.
Secret Question: In the event that you forget your password, this is the question that the system will ask to verify that it is you requesting to retrieve your account information.
Secret Answer: Enter the answer for the secret question in this field.
Images / Seller Login Page
Company Logo / Banners: Upload a company logo or banner that will appear in the top left corner of your feedback request emails along with your custom seller login page. Keep in mind that the image will automatically be resized to 108 x 64 pixels. Follow these steps to upload an image:
Click the gray Browse… button
Locate the file you want to upload in the dialog box (the file must be on your computer hard drive).
Click the image of your choice and click Open in the dialog box.
Logo / Signature: Upload a logo or agent photo that will appear in your signature in outgoing emails and will be next to the login fields on your custom seller login page. Keep in mind that the image will automatically be resized to 100 x 100 pixels. Only standard image formats are allowed (.jpg, .gif, .png, etc). The steps to select an image are the same as above:
Click the gray Browse… button
Locate the file you want to upload in the dialog box (the file must be on your computer hard drive).
Click the image of your choice and click Open in the dialog box.
Background Color: This affects the seller login page only.
Put a link on your website to your customized seller login page
Seller Link Type: Choose what type of link you want to place on your website. There are multiple types of links and images to choose from, including animated gifs and transparent background images. Additionally, you can select a simple text link or grab the URL if you want to have your webmaster frame the seller login page into your existing website.
Preview HTML Snippet: This shows a preview of the seller link type that is currently selected.
Seller HTML Snippet: This is the raw HTML code for the currently selected seller link type. Simply copy and paste whatever is in this field and either add it to your existing website or give it to your webmaster so they can add it.
Edit Question Templates
Review and edit the default question templates if necessary. This will affect all future listings entered into the system. The questions can be updated at any time, but we recommend editing the questions prior to entering listings. Please note that once you have requested and received feedback on a property that the questions cannot be changed
Add a question:
Press the blue Add a new Question button.
Enter the question in the Question Text field.
Select whether you want the question to be visible to your seller (this cannot be changed later).
Choose the Question Type: multiple choice, multiple choice with open ended text, or open ended.’
Enter question answers (not required with open ended questions). At least 2 possible answers must be entered.
Press Save in the bottom right corner when done.
Edit a question:
By default the action is set to Edit, so press Go next to the question you wish to edit.
Make the necessary changes to the question.
Press Save in the bottom right corner when done.
Delete a question:
Select Delete from the dropdown menu for the desired question, then press Go.
Press 'OK' on the confirmation dialog.
Change question order: |
Select Move up or Move down from the dropdown menu for the question you want to change the order of.
Press Go.
Repeat until the questions are in the desired order.
If you can't click the "Sync Showings" button in your program or you see any of these errors; "Please Assign Agents To Sync", "Invalid Login", "WebService Error"
Please follow these instructions to correct the issue.
1. Close the "Showing Sync" application completely and open up your Internet Browser
2. For Internet Explorer users Select "Tools" and Internet Options. For Fire Fox users select "Tools" and"Clear Recent History"
3. Under the "Browsing History" section click on delete.
4.Make sure the boxes for "Temporary Internet Files" and "Cookies" are checked.
5. Click Delete. (Note: This will clear saved data from your internet browser like saved passwords)
6. Open the "Showing Sync" application and click on the "Sync Showings" button to run the sync.
Michael O\'Gorman
Missing Seller Details
When you have logged in and you see this screen
Please enter in the required fields to assign the listing to your seller.
Note: Any field that has a red * is a required field.
Note: You must add seller details to the listing before you can navigate away from this page.
At the top of the screen click on "Customer Login"
On the next page enter in your email address and password. If you have forgotten your password use the "Forgot your password?" link to request a new one.
Enter your email address and click "Send New Password" and the system will create and send a new password to the email address you have on file. Please allow up to 15 minutes to receive your login information via email.
If you are still having trouble try these advanced troubleshooting steps.
It could be your computers security settings. The best way to resolve this would be to add showingsuite.com as a trusted site. Complete the following steps to add showing suite as a trusted site.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Security' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com. Uncheck the box requiring server verification (https:) for all sites in this zone. Hit 'Close' to save your changes.
Now open a new browser and try to re-login to www.showingsuite.com
If you still receive an error when logging into your account your browser may not be set to accept cookies from our website. Please follow these steps to correct the issue.
Select 'Tools' on the top bar and choose 'Internet Options'
Select the 'Privacy' tab, click on 'Trusted Sites', then click on the 'Sites' button.
Add http://www.showingsuite.com and click "Allow" and then "OK" at the bottom of the screen.
Open a new browser window and try logging in again.
Michael O\'Gorman
Import listings from ListHub
Michael O\'Gorman
Modules
Different Products included in the ShowingSuite.com account.
There are no articles in this category.
Foreclosure Feedback
Knowledge Base articles and FAQs.
What is Foreclosure Feedback?
Foreclosure Feedback is a great tool for agents working with foreclosures and REO's. This program will allow you to set up a unique login, just as you would for a seller, but for the bank's asset manager to receive all information regarding the property.
We also recommend completing the steps as ordered above, especially setting up your question templates before entering your listings as you can only assign templates once (after that they would have to be edited through each individual listing).
Additional Options & Settings:
Also, you may want to take a look at the following articles..
Basic how-to's on setting up and using your account.
How do I customize my Emails (add photo/signature)?
How do I customize my Emails (add photo/signature)?
Follow the steps below to setup your email signature and upload an agent photo:
Select Settings from the top navigation.
Enter your desired signature in the Email Signature field. Note: HTML is NOT allowed in your email signature.
Scroll down to the Images / Seller Login Page section. Here you can upload images for your signature. Please note:
The images you upload here will be shared on both your custom seller login page and outgoing emails.
The company logo / banner will be at the top left of the emails and on the seller login page. The image will automatically be resized to 108 x 64 pixels.
The logo / signature image will be at the bottom of your outgoing emails next to your text signature, and will be beside the login box on your seller login page. The image will automatically be resized to 100 x 100 pixels.
Only standard image formats are allowed: .jpg, .gif, and .png
To upload your images follow the steps below:
Click the gray Browse... button
Locate the file you want to upload in the dialog box (the file must be on your computer hard drive).
Click the image of your choice and click Open in the dialog box.
Press Save when done.
Matt Stuhff
How do I edit a feedback response?
How do I edit a feedback response?
Follow the steps below to edit a feedback response –
Select View Showings from the dropdown menu under Actions for the desired listing and Press Go.
Find the showing entry you wish to edit the feedback for and press Go.
Select Edit Response from the submenu on the top navigation.
Make the necessary changes to the feedback response.
Press Submit Response in the bottom right corner to finish the process.
Marquisa Kirkland
Can I change the default settings for # of feedback request emails, intervals, etc? [NEW]
Yes, you can set your preferences for the default feedback settings including the number of feedback request emails sent, the frequency of the feedback request emails, the default contact type, whether to display the showing agent's first name in the seller view, what notification emails you want to go out, whether to send thank you emails after a feedback response is given, and the default showing frequency (this applies to those that use Supra lockboxes and ShowingSync).
On the top navigation, do one of the following:
Click the HomeFeedback tab and then click General Settings from the sub-menu. –or– Click the Settings tab, then click Feedback from the sub-menu.
Under the Showing Type Labels section, you can change the name of the different showing type labels. This is a cosmetic adjustment you can make to your account.
Under Feedback Settings, you can set your personal preferences for the following options:
Default Contact Type: When you select the showing type you are choosing which set of questions are to be sent when you request feedback. By default the showing type is set for Showing Agent, but you can set it to be Agent Caravan, Buyer, or Buyer Open House.
Default Number of Requests: This will be the total amount of feedback request emails to be sent whenever requesting feedback.
Default request interval: Select the number of days you want between each feedback request email. (1 is everyday, 2 is every other day, etc)
Display the Showing Agent's First Name in Seller View: Choose whether or not you want the seller to see the first name of the showing agent that showed their home. (Note: The last name is never displayed to your seller, only the first name.)
Notify me when Seller Requests Feedback: If you have enabled your seller to be able to add showings from their seller account, you can also set whether or not you want to be notified when they enter a new showing.
Notify Seller when a New Showing has been Entered via Showing Sync: If you use ShowingSync to sync new showings to HomeFeedback from your lockbox, then you can choose whether your seller will get an email notifying them that a new showing has been added. Only the date and time of the showing will be provided.
Notify me (listing agent) when a New Showing has been Entered via Showing Sync: If you use ShowingSync to sync new showings to HomeFeedback from your lockbox, then you can choose whether you want to receive an email listing showings that have been imported into the system.
Send Thank You email to Showing Agent after Feedback Response: Set whether you want a thank you email to be automatically sent to the showing agent when they provide feedback.
Default Showing Frequency: Default showing frequency will determine how often feedback requests are sent out to agents who show a listing more than once. If the default showing frequency is set to 7 days and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and display showings 2 and 3 as "Duplicate Showing" in Showing Sync.
If the default showing frequency is set to 1 and an agent shows a listing 3 times within 7 days our system will send a feedback request on the first showing and send feedback requests on the 2nd and 3rd showings normally.
Once you have made your desired changes press Save on the bottom right corner of the page.
Marquisa Kirkland
How do I edit my feedback email templates?
How do I edit my feedback email templates?
Follow the instructions below to edit the feedback emails –
In the top navigation click Feedback and select Feedback Emails. –or– In the top navigation click Settings and select Feedback.
All of the feedback email templates will be listed on the page. View the templates for the other showing category by clicking one of the category names (Agent Carvan, Buyer Open House, etc).
Press Go next to the template to edit.
Make the necessary changes to the email.
Note when editing emails: You can remove the merge fields (ex: !!!ContactFirstName!!!) but do NOT change the text between the exclamation points. Merge fields are required if you wish for the system to automatically populate the correct information.
You can change the following...
Email Subject – Use this to change what the feedback request subject title is.
Email Type – Choose whether the email will go out as HTML/Multipart or text. Note: that if a recipient has HTML disabled in their client they will automatically receive the email in text.
HTML Email Content – Enter the actual content to go out in the emails. What is entered here will be sent every time for this particular feedback request email.
Email Content Merge Fields – Grab any merge fields that may be need or wanted by using the dropdown menu.
Convert HTML to Text - This button will automatically pull what is placed in the HTML box to the Text content box below. Extra spaces may be added so be sure to review the Text rendered with this button.
Text Email Content – This shows what will go out if someone has HTML disabled in their email client.
OPTIONAL – Press the Preview button to see the email template.
Press Save in the bottom right when finished.
Marquisa Kirkland
How do I edit the default emails [welcome, thanks, confirmation, etc]?
How do I edit the default emails [welcome, thanks, confirmation, etc]?
Follow the instructions below to edit the feedback emails –
In the top navigation click Settings and select Default Emails.
All of the default email templates will be listed on the page. Press Go next to the template to begin editing.
Make the necessary changes to the email. Note: when editing emails: You can remove the merge fields (ex: !!!ContactFirstName!!!) but do NOT change the text between the exclamation points. Merge fields are required if you wish for the system to automatically populate the correct information.
The following can be changed...
Email Subject – Change what the email subject title is.
Email Type – Choose whether the email will go out as HTML/Multipart or text. Note: that if a recipient has HTML disabled, their client they will automatically receive the email in text.
HTML Email Content – Enter the actual content that will go out in the emails. What is entered here will be sent every time for this particular email.
Email Content Merge Fields – Grab any merge fields that may be needed or wanted by using the dropdown menu.
Convert HTML to Text will automatically pull what is placed in the HTML box to the Text content box below. Extra spaces may be added so be sure to review the Text rendered with this button.
Text Email Content – This shows what will go out if someone has HTML disabled in their email client.
OPTIONAL – Press the Preview button to see the email template.
Press Save in the bottom right when finished.
Marquisa Kirkland
How do I import contacts into the system?
How do I import contacts into the system?
Follow the instructions below to import contacts into the system –
In the top navigation click Contacts and select Import contacts.
Read through the Permission Confirmation Checklist and be sure that your contact list meets the guidelines.
Note: Only permission-based email addresses can be used in Showing Suite. If your list does not meet each item on the checklist, select Cancel. All checkboxes must be checked before your import will begin.
Review the Import Options and make sure the desired choice is selected. We recommend leaving it on Do not import duplicate items unless you're updating contacts already in the system.
Click the gray Browse... button and locate the CSV file to upload from the computer. The file must be in CSV format. If there is an excel formatted list, save the list in CSV format.
Press Upload CSV
Set the preferences and map the fields to ensure the contact details are correctly placed.
Choose a Primary Group – Select what type of contact group the list is to be placed under. Check the Add imported contacts to HomeFollowup if the list is to be visible in HomeFollowup to send email campaigns, newsletters, etc.
Check Additional Groups you want the contacts to fall under if applicable.
Map the fields to place the imported information into the proper system fields.
Press Save when done
Next the import status will be shown. This will be give the total number of contacts, how many imported, duplicate contacts, and bad contacts.
Marquisa Kirkland
How do I enter manual feedback?
If you need to enter feedback without sending an email to the showing agent please use the manual feedback option:
Select Request Feedback from the dropdown menu under Actions and press Go.
Edit the details for the showing (required fields are marked with a red asterisk *).
Press the Enter the Response Manually button on the bottom right.
Mark off the responses and enter any additional comments if necessary.
Press Submit Response on the bottom right corner of the page.
You're done -- the feedback has been added to the property and will be included in the statistical reports. Your seller will receive a feedback notification email depending on the communication preferences on the listing (you must have the 'Seller Receives Email Notifying Them of Feedback' box checked).
Marquisa Kirkland
How can I view all of the showings for a listing?
To view all of the showings scheduled on a property you can simply select View Showings from the dropdown menu under Actions and press Go.
All of the showings that have been entered on the property are listed on this page, including appointments scheduled through ShowingCalendar, showings imported via ShowingSync, showings pulled from SentriLock, and showings that were entered manually.
Marquisa Kirkland
How do I upload additional property photos?
How do I upload additional property photos?
Property photos can be added and/or updated at anytime on a listing. Follow the steps below to upload additional photos to a listing –
Select Edit Listing Images from the dropdown menu under Actions for the listing that the images need to be added to and press Go.
Depending on how many photos are already attached to the listing, there could be anywhere from 0-8 fields with gray Browse... buttons next to them.
Complete these steps for each photo that needs to be upload:
Click the Browse.. button
Locate the file from the computer to upload in the dialog box (Note: the file must be on the computer hard drive).
Click on the image of choice and click Open in the dialog box.
Repeat the steps above for each photo needed to be uploaded for the listing.
Click Upload Listing Images on the right once all of the photos have been selected to upload.
After the page has refreshed and the images have all been successfully loaded, press Finish on the bottom right of the page.
Marquisa Kirkland
How do I add a comment for my seller?
Follow the instructions below to add a comment for your seller (when viewing Active Listings) –
Select Edit Comments on the dropdown menu under Actions for the desired listing.
Enter the comment you wish to leave for your seller in the Comment Text field.
Review the comment options
Hide from Seller – The comment will be added to the listing, but will not be visible to the seller. You can change the visibility at anytime.
Email Comment to Seller – Select this if you want the comment to be emailed to the seller and added to the listing.
Press the Add Comment button on the right when done.
Marquisa Kirkland
How do I print an individual feedback response?
Follow the steps below to print a feedback response –
Select View Showings from the dropdown menu under Actions for the desired listing and Press Go.
Press Go next to the showing you want to print the feedback for (leave the option on View Response).
Select Print Response from the dropdown menu on the top left.
A new window should popup and the page should have been sent to your printer. Press Print.
Marquisa Kirkland
How do I print out the statistical report for a listing?
How do I print out the statistical report for a listing?
Follow the steps below to print the statistical reports for a listing –
Select View Stats from the dropdown menu under Actions for the desired listing and Press Go.
Each showing category has a dropdown menu directly beneath the name. Click the name of the showing category the stats needed to be printed for. Press Go to print the desired showing category.
A new window will popup and the page will have been sent to the printer. Press Print.
Note: Only the stats for the category selected will print.
Marquisa Kirkland
How do I request feedback?
How do I request feedback?
Follow the steps below to request feedback on a listing –
Using the Action dropdown menu, select Request Feedback, for the desired listing.
Enter the following details about the showing: (required fields are marked with a red asterisk *)
Showing Date
Send 1st Request (this is when you want the first email to go out)
First Name (of the showing agent)
Last Name (of the showing agent)
Email Address (of the showing agent)
Company (of the showing agent)
Note: If you have previously requested from the showing agent you can click the 'Select Contact from Your Address Book' button and populate the agent's details that way to avoid having to re-enter the information.
Once you have filled out all the required fields, press Schedule Feedback Request(s).
You will get a confirmation that the feedback request has successfully been scheduled.
Marquisa Kirkland
How do I send an e-blast (email all agents who have shown a specific property)?
How do I send an e-blast (email all agents who have shown a specific property)?
E-blast are an easy and effective way to notify agents that have previously shown the property of any listing changes:
Select Send e-Blast from the dropdown menu under Actions and press Go.
Select whom to send the eblast to:
This Property's Showing Contacts – Any individuals that the program has requested feedback from for this particular property.
All My Showing Contacts – Anyone that has ever been sent a feedback from, regardless of what property.
All My Sellers – All sellers that have been entered into the system regardless of their listing status.
Sellers w/ Active Listings – All sellers that are in the system with active listings.
Sellers w/ Sold Listings – All of your sellers that are in the system with sold listings.
Sellers w/ Expired Listings – All sellers that are in the system with expired listings.
Sellers w/ Pending Listings – All sellers that are in the system with pending listings.
Seller for this Listing – The seller of the selected property.
Tips for selecting contacts:
If This Property's Showing Contacts or All My Showing Contacts are selected, narrow down the people to e-blast by contact type. Select the type from the choices given.
To select all of the showing agents on all pages, either click the 'Select All _ Items' under the Alphabet bar, or click the very top checkbox on the left.
Once the recipients are selected , click Next.
Enter the e-blast email details – Note: Required fields are marked with a red asterisk *
Email Subject – Enter a subject line for the email.
Email Type – Choose whether the email will go out as HTML/Multipart or text. Note: that if a recipient has HTML disabled in their client they will automatically receive the email in text.
Message – Here is where the actual content to go out in the emails is entered. The listing details along with the account signature will automatically be included in the outgoing email so it does not have to be entered again. What is entered in this field will be placed above the listing details.
Note when editing emails: You can use the merge fields (ex: !!!ContactFirstName!!!) but do NOT change the text between the exclamation points. Merge fields are required if you wish for the system to automatically populate the correct information.
OPTIONAL – Press Send Test to Myself to see the email before sending it.
Press the Send e-blast to __ Contacts when finished.
Marquisa Kirkland
How do I change the status of my listing?
How do I change the status of my listing?
The status of a listing can easily be updated at anytime –
When viewing your listings, select "Edit Property Details" from the dropdown menu under "Actions" for the desired listing.
Choose the new listing status from the "Status" dropdown on the top left.
Press "Save" or "Finish" once you are done.
Marquisa Kirkland
How is 'offer pending' feedback used?
How is 'offer pending' feedback used?
HomeFeedback/ForeclosureFeedback shows which agents have not yet provided feedback, so before accepting an offer, the listing agent can send an e-blast to those agents who have not yet responded, inviting them to submit an offer for consideration.
Marquisa Kirkland
How do I setup my own question templates?
How do I setup my own question templates?
Follow the steps below to customize the question templates –
Note: This will only affect future listings and will not change the questions for listings already entered in the system.
1.Click HomeFeedback in the top navigation, and then select Feedback Questions from the submenu. –Or– Click Settings in the top navigation, then select Feedback from the submenu. Then select Questions from the dropdown menu on the left and press Go.
2.Here edit the questions for each showing type – Showing Agent, Agent Caravan, Buyer Open House, and Buyer.
By default the Showing Agent template questions are shown, view the other templates by clicking the template names at the bottom.
There are two blue buttons where you can Add a new question or Reset the Questions to Default.
To the right of each existing question there is a dropdown menu under Actions where you can choose to Edit the question, Delete to remove a question, or change the question's order by selecting 'Move up' or 'Move down'.
To add a question –
1.Press the blue Add a new Question button.
2.Enter the question in the Question Text field.
3.Select whether you want the question to be visible to your seller (this cannot be changed later).
4.Choose the Question Type: multiple choice, multiple choice with open ended text, or open ended.
5.Enter question answers (not required with open ended questions). At least 2 possible answers must be entered.
6.Press Save in the bottom right corner when done.
To add a question from the question pool -
1.Click on the "Feedback" tab in the account and choose "Feedback Questions" from the sub menu. Note: This will edit the feedback questions for any new listings added to the account. To edit specific listing questions click on the "Listings" tab in the account, locate the listing on this page and use the action button to "Edit Feedback Questions" see also edit listing questions.
2.Next select the question category to add the question to, example "Showing Agent", "Agent Caravan" etc.
3.Once the question category is selected, click on "Add A Question From Question Pool"
4.On the next page choose from the different question types, for example "New Home Sales Questions" or "Previewing Questions"
5.Once the question to added is selected, click on the question and drag it into the "Question Template Box". Locate the next question you would like to add and repeat the same drag and drop process.
6.After the edits are finished click the "Save" or "Finish" button at the bottom of the screen. "Finish" will bring up the question categories, where the next question category can be edited if needed.
To edit a question –
1.By default the action is set to Edit, so press Go next to the question to edit.
2.Make the necessary changes to the question.
3.Press Save in the bottom right corner when done.
To delete a question –
1.Select Delete from the dropdown menu for the desired question, then press Go.
2.Press 'OK' on the confirmation dialog.
To change the question order –
1.Click on the question that needs to be reordered and then drag and drop the questions into the desired order. There also a Move up or Move down feature in the dropdown menu for the question you want to change the order of.
2.Press Go.
3.Repeat until the questions are in the desired order.
Reminder Note – Any changes made will only be applied to FUTURE listings. Changes made to this template will not change the questions in any current listing.
Marquisa Kirkland
Add VIP Seller content to your website!
As a HomeFeedback or ForeclosureFeedback user, it may prove useful to add a marketing page to your existing website describing the feedback system that you offer to your sellers and/or asset managers.
This can help with website-generated leads if you add a way for prospective sellers to reach you through a contact form on this page. The VIP seller marketing content can be retrieved from inside your account:
Click the Resources link at the very top right of the page.
Look under Listing Presentations for the HomeFeedback - VIP Agent Contentor ForeclosureFeedback - VIP Agent Contentfiles. The marketing content is provided in a Word document.
Select either file and choose Save when the dialog box prompts you.
Either you or your webmaster can add the content to your existing website and add a webform at the bottom to allow prospects to contact you.
Marquisa Kirkland
Add a listing
To add your listing to ForeclosureFeedback, click Listings on the top navigation and select Add Listings on the sub-menu. There are 10 steps (not all are required) when entering your listing:
For Property Ownership, select Bank.
Enter Asset Manager Details: Enter a username and password for the asset manager. This is the information the asset manager will use to login to their private console to view feedback.
Note when selecting a username..
The username must be unique and cannot contain any special characters.
If you receive an error stating that the username exists try adding a number at the end as someone else in our system has already selected that username.
Press Next to continue to Step 2.
Enter the listing information. All required fields are marked with a red asterisk (*). You can also set the asset manager communication preferences and even enter an incentive for showing agents to respond to requests for feedback.
Press Next to continue to Step 3.
Set the preferences for the calendar options (this applies to users that have ShowingCalendar included in their plan). You can set whether you and/or the asset manager needs to confirm showing appointments, the default showing appointment duration, and wheher to send a reminder to the asset manager, showing agent, or yourself.
Press Next to continue to Step 4.
Upload up to 8 property photos. Complete these steps for each photo that you wish to upload:
Click the Browse.. button
Locate the file you want to upload in the dialog box (the file must be on your computer harddrive).
Click the image of your choice and click Open in the dialog box.
Repeat the steps above for each photo you wish to upload for the listing.
Press Upload Listing Images on the right once you have browsed to all of the photos you wish to upload for the listing.
Press Next to continue to Step 5.
Upload documents that may be relevant to the listing (agreements, disclosures, etc). You can select whether or not the document is visible to the asset manager in their own private account.
Press Next to continue to Step 6.
Set the questions for each showing type on this listing. Click Agent Caravan, Buyer Open House, or Buyer to view the other questionnaire templates.
Instructions to add a new question:
Press the blue Add a new Showing Agent Question on the template you wish to add a new question to.
Enter the question and select whether or not the asset manager can view the question and responses.
Select the question type: multiple choice, multiple choice with open ended text, or open ended.
Enter all of the answer choices for the question (not required for open ended).
Press Save on the bottom right when done.
Press Next to continue to Step 7.
Add comments you wish to be visible in the asset manager's account and select to email the new comment to the asset manager if desired.
Press Next to continue to Step 8.
Enter any listing notes if necessary (these are not visible to the asset manager).
Press Next to continue to Step 9.
Enter instructions and direction details for the listing.
Press Next to continue to Step 10.
Enter any listing tasks and select whether you want it to be visible to the asset manager and/or emailed to them when completed.
Press Next to view the Listing Checklist and make any changes necessary to any of the steps above –or– Press Finish to return to the Listings page.
You're done!
Marquisa Kirkland
FAQ's
Frequently asked questions.
How will the showing agent know which property my feedback request is for?
The e-mail sent to the buyer's agent requesting feedback will contain the following information:
Address of property
Property photo
Links to Virtual Tour or the Listing's Webpage
Price, MLS, # of Bedrooms, etc.
The feedback request also contains the showing date and is signed with your personal signature and photo.
Here is an example email:
Kyle Slater
Who sees the feedback for the property?
Only the seller (or asset manager) and the listing agent can view feedback for their property.
Kyle Slater
How secure is the information entered into the system?
The information can only be viewed by home sellers (or asset managers) and their real estate listing agents (you) by using confidential user names and passwords.
Your data is protected by daily backups, redundant servers, firewalls, intrusion detection, encrypted data transfer, raid drives, and more extensive security architecture that most businesses could never afford!
Kyle Slater
How often are the feedback requests sent out?
By default feedback requests are sent out every three days.
You may change the default interval for feedback requests in your user preferences, and you can also set the interval when submitting a feedback request.
To change the default settings:
Click the "Feedback" tab and then click General Settings from the sub-menu. –or– Click the Settings tab, then click Feedback from the sub-menu.
Change the Default Request Interval as desired.
Press Save or Finish when done.
If you want to change the interval for a specific feedback request, you can do this by manually requesting the feedback through your account
Kyle Slater
Do you have materials for a listing presentation?
Yes, we provide a variety of different resources that can be used to help grow your client base. The following Listing Presentation material is found under the Resources tab in the top right hand corner of the account.
•Power Point Presentations
•Printable Seller Flyer
•Word documents explaining the benefits your system provides
In addition we also provide a customizable link that can be used as a marketing tool. The link can be added to a personal website for sellers to login to their account.
There are two ways to change the number of feedback requests that go out:
To change the default account settings:
Click the "Feedback" tab and then click General Settings from the sub-menu. –or– Click the Settings tab, then click Feedback from the sub-menu.
Change the Default Number of Requests to the desired choice.
Press Save or Finish when done.
You can also change the number of feedback request emails for a specific showing by selecting the Number of Requests option when requesting feedback.
Kyle Slater
How much information do I have to enter for each showing?
The following information is required when requesting feedback:
Showing Date
Send 1st Request
First Name
Last Name
Email Address
Company Name
Tips: If you're requesting feedback directly from a prospective buyer just put "NA" for not applicable in the company field.
Kyle Slater
Listings noted with red error icon
Listings noted with a red error icon are missing information in required fields.
Hover your mouse over the icon to see what information is missing, and click the icon to be taken to the listing checklist to review what has been completed for the listing.
Common reasons that a listing may be marked:
You may have entered your email address into the seller email address field. We understand that some sellers do not have an email address, whatever the case an easy way to solve this is to put a space at the end of the seller email address.
You have not uploaded listing images.
The listing is missing property information, etc.
Other reasons are easily solved by selecting View Checklist from the actions column dropdown.
The checklist will give you a quick overview of what has been entered for a particular listing. "Fix" indicates that one or more required fields is empty or incorrect. Click each item to fix or add information to a specific section.
Kyle Slater
What does "Pending" mean when I view my showings?
To view all of the showings scheduled on a property you can simply select View Showings from the dropdown menu under Actions and press Go.
When you see Pending it means that a feedback request email has been submitted and the system is waiting on a response from the showing agent.
Once the showing agent responds to your request for feedback it will switch to Responded, and if the showing agent fails to respond after the last email has been sent it will change to No Response.
Kyle Slater
What if a buyer without an agent views my client's property?
When a buyer who is not represented by a real estate agent previews a property, e.g., during an open house, you can simply gather the buyer's first name, last name, and e-mail address, and enter it into the system.
As a result, the series of feedback request emails will be triggered and sent out to the prospective buyer.
Kyle Slater
What should I do when my listing sells?
When a property sells you will change the status to Sold, you will have it on file for your personal records, just incase it falls out of escrow, or you can even use it to show your potential sellers in any future listing presentations.
To change the listing status select Edit Property Details from the actions column dropdown menu and click .
Under the General Information section click the Status* dropdown menu and select Sold.
Then click Save at the bottom of the page.
Kyle Slater
Why should I enter open houses into the ShowingSuite?
One compelling reason is to drive clients back to your site. Another reason is that it's a great way to show the sellers or asset managers that the property is being shown.
Collect the business cards of the agents who have previewed a home. Then enter all of those agents as new showings into the system. The sellers will begin to receive feedback from those agents and, as a result, will know that there home is being shown.
Also, if the sellers or asset managers see a consistent theme emerge out of that initial feedback, they may be quicker to make adjustments that will help sell that property faster.
Kyle Slater
Listings
Listing section explored and explained.
How do I delete property photos?
How do I delete property photos?
Easily delete a photo from a listing by following the steps below...
Select Edit Listing Images from the dropdown menu under Actions for the listing the image needs to be deleted from and press Go.
Check the box in the left column next to the image(s) that needs to be deleted.
Press the Delete Selected button on the right (located just above the list of current listing photos)
Press OK for the confirmation dialog that pops-up.
Press Finish on the bottom right corner when all the necessary photos have been deleted.
Marquisa Kirkland
How do I change the status of my listing?
How do I change the status of my listing?
The status of a listing can easily be updated at anytime –
When viewing your listings, select "Edit Property Details" from the dropdown menu under "Actions" for the desired listing.
Choose the new listing status from the "Status" dropdown on the top left.
Press "Save" or "Finish" once you are done.
Marquisa Kirkland
How do I add, delete, or rearrange photos for a listing?
Property photos can be added, deleted, or rearranged at anytime on a listing.
To add additional photos –
Select Edit Listing Images from the dropdown menu under Actions for the listing you wish to delete an image from and press Go.
Depending on how many photos are already attached to the listing, you may see anywhere from 0-8 fields with gray Browse... buttons next to them.
Complete these steps for each photo that you wish to upload:
Click the Browse.. button
Locate the file you want to upload in the dialog box (the file must be on your computer harddrive).
Click the image of your choice and click Open in the dialog box.
Repeat the steps above for each photo you wish to upload for the listing.
Click Upload Listing Images on the right once you have browsed to all of the photos you wish to upload.
To delete photos –
(Skip if you're already on the listing's image page) Select Edit Listing Images from the dropdown menu under Actions for the listing you wish to delete an image from and press Go.
Check the column on the left for every image you wish to delete and press the Delete Selected button on the right at the top of the list of images.
If you have a single image, there will be a gray Delete button on the right that you can press to remove the image.
To rearrange photos –
(Skip if you're already on the listing's image page) Select Edit Listing Images from the dropdown menu under Actions for the listing you wish to delete an image from and press Go.
Select either Move Up or Move Down from the dropdown menu on the right of the image you wish to change the order of.
Press Finish in the bottom right corner once you have made all of your desired changes.
Marquisa Kirkland
How do I enter a showing incentive?
How do I enter a showing incentive?
Incentives can be used to motivate the showing agent to respond to your feedback request emails.
Enter a different showing incentive for each property and any incentives entered will be available for quick selection when entering a new listing so it doesn't have to be re-typed in every time.
Easily add a showing incentive to an existing listing by following the steps below...
Select Edit Property Details from the dropdown menu under Actions for the desired listing and press Go.
Scroll down to the very bottom of the page until you see the Incentive box.
If there has previously bee an incentive added on a listing you can select it from the Choose Incentive dropdown.
If creating a new incentive, enter an Incentive Name and enter the incentive offer into the Incentive Text field.
Example incentive: Respond within 24 hours and get a $5 Starbucks giftcard!
Press Save on the bottom right when done.
Marquisa Kirkland
Updating listing information
How do I update my listing information?
When viewing listings, select what section of the listing information to update using the Actions dropdown menu for the desired listing:
Edit Seller Details – Change or update the seller's login information, name, email address, and phone numbers. The welcome email can also be resent if needed (Note: contains login information). See also Seller account overview.
Edit Property Details – Change or update the listing details (mls#, price, footage, virtual tour, incentive, etc). See also Add New Listing
Edit Calendar Settings – Note: Only for users with Showing Calendar. Retreive the public calendar URL, change or update email reminders and approval preferences. See also Getting Started with the Calendar
Edit Listing Images – Update, add, remove, and rearrange listing photos. See also Update Listing images
Edit Listing Documents – Upload or delete pdf or doc files for the seller.
Edit Feedback Questions – View the feedback questions for a specific listing. Questions can only be moved if you have received feedback on the property. If no feedback has been given the questions can still be edited. See also Edit Feedback Questions.
Edit Comments – Add new comments for the seller or edit, email, or delete existing comments. See also Add Comments.
Edit Notes – Add or remove notes for the listing (notes are not private and can be viewed by your seller unless otherwise noted).
Edit Instuctions / Directions – Add, edit, or remove instructions and/or directions for a listing. These are forwarded to the showing agent when a showing is scheduled through Showing Calendar.
Edit Tasks – Add, remove, or edit tasks for a listing.
View Checklist – View a summary of the steps completed for the listing.
Marquisa Kirkland
Add, Edit, or Disable MLS Feeds
To add an MLS feed to the account please Click Here
To edit an existing MLS feed please follow these steps.
1. While logged into your account click on the "Settings" tab at the top of the screen.
2. Next click "Listing Sync" from the sub menu.
3. At the bottom of the next page you will see the active MLS feed, use the drop down menu and select what action you would like to do.
4. If you are trying to edit the feed, the section to edit will be at the top of the screen under the "Enter MLS Details" section
5. After you have made your edit's click the button to "Add MLS feed" to finish the update.
Michael O\'Gorman
What is the FeedBack Question Pool?
Account Feedback Question Pool
The feedback question pool has several different question types to choose from. For example showing questions, rental questions, property specific questions. These questions have already been created and can be added to the questionnaires you send requesting feedback.
Please follow these steps to add a question from the question pool
To edit the default account questions Click on the "Feedback" tab in your account and choose "Feedback Questions" from the sub menu. This will edit the feedback questions for any new listings added to your account. To edit specific listing questions click on the "Listings" tab in your account, locate your listing on this page and use the action button to "Edit Feedback Questions"
Next select the question category you would like to add a question to, example "Showing Agent", "Agent Caravan" etc.
Once you have selected the question category, click on "Add A Question From Question Pool"
On the next page you can choose the different question types, for example "New Home Sales Questions" or "Previewing Questions"
Once you have selected the question you would like to add to your questionnaire, click on the question and drag it into the "Question Template Box". Locate the next question you would like to add and repeat the same drag and drop process.
After you have finished your edits click the "Save" or "Finish" button at the bottom of the screen. "Finish" will bring you back to your question categories, where you could edit the next question category if needed.
Note: Questions must be edited prior to requesting feedback. If feedback has previously been requested you must first delete the listing showing records, you will then be able to make the required edits.
Michael O\'Gorman
Assign Sentrilock lockboxes
Please follow these instructions to assign your Sentrilock lockboxes in your Showing Suite account.
If you have not already setup the Sentrilock sync in your account please Click Here
After you have setup your Sentrilock sync, click on the "Listings" tab while logged into your account.
In the blue submenu click on "Assign Lockboxes"
On the next page the available lockbox serial numbers can be found under the "Lockbox Serial Number" column.
The lockbox log can be found under the "Lockbox Access Log" column.
The current listing id number the lockbox is assigned to is under the "Assigned Listing" column.
Once you have found the lockbox you would like to assign, use the drop down menu in the "Actions" column to select your listing and click "Go" to assign the lockbox in your account.
Michael O\'Gorman
Seller Accounts
knowledge Base articles and FAQs.
Does my seller need an e-mail account?
No, you may enter new showings of a seller's property into the ShowingSuite.com system on behalf of your seller. A seller without an e-mail account can review feedback on a property by logging on to the ShowingSuite.com website or obtaining a printout from the listing agent. If the seller does not have an email account, please use the email address none@showingsuite.com, this email address will allow the seller account to finish being setup.
In your private seller account you can view all of the showings for your listing, all feedback gathered, comments left by your agent, any listing tasks, and any important documents that have been uploaded by your agent.
If your agent has Showing Calendar you will also be able to see scheduled showings and set blocked times where your property will be unavailable for showings.
Here is an outline of the tabs in your seller account, along with their submenu links:
Feedback (default tab when you login)
View Showings – Here you can view all of the showings that have been logged in the system. If feedback has been provided you can click the View Response button to see the feedback that was left.
Request Feedback – If your agent has enabled you to send feedback requests you can do so here. Typically the showing agent information can be entered from a business card the agent leaves when visiting the property.
View Stats – All of the feedback gathered on the listing is compiled into easy-to-read statistical reports to offer a summary of what prospective buyers think of your property. The reports are broken down by the 4 different showing types: Showing Agent, Agent Caravan, Buyer Open House, and Buyer. Click the category type name for the statistical report you wish to see.
View Responses – See a breakdown of every question and all of the answers given.
Showing Calendar (must be a part of agent's plan to use)
Review Blocked Times – This page shows you all blocked times and gives the option to remove the block.
View Calendar – View all of the sheduled appointments, and add blocked times if necessary.
Listing Tasks – View any tasks that your agent has added for your property and see when it was completed or still in the works.
Documents – If your agent has uploaded any documents for your property, they will be visible here.
Comments – View any comments that your agent has left for your.
Marquisa Kirkland
Home Followup
Knowledge Base articles and FAQs.
New HomeFollowup Users..
New HomeFollowup Users.. Please use these help pages to guide you through the account setup process and to help you understand how to use the program.
We recommend using two browser windows so you will be able to read the instructions in the help section and navigate your account at the same time.
First Step: We strongly recommend setting up your signature & uploading a personal image as your first step so you do not forget to do so later. Please review this article for instructions:
Lead Sync allows agents to generate real estate leads via webforms that tie into a Home Followup account. Creating a Lead Sync form is easy and can be done within minutes.
Follow the steps below to create a new Lead Sync form --
1.Select HomeFollowup from the top navigation and select Lead Sync from the submenu.
2.Click Create Lead Sync Form.
3.Enter a name for the new Lead Sync form into the Name field.
4.Select what group any leads that fill out the form will be categorized under from the Contact Group dropdown menu.
5.Check the Email me when a contact subscribes box to notify the listing agent whenever a lead fills out the form.
6.Enter the URL address of the webpage the lead will be redirected to after they fill out the form in the Re-direct after submit field.
7.Under the Fields section; drag what information to collect on the lead from the Available Fields section and drop into the First Column or Second Column boxes depending on how the fields on the form should be organized.
By default First Name, Last Name, and Email Address are in the first column field.
Note: To remove a field item just drag and drop it back over to the Available Fields area.
8.Press Next when done.
9.Select what email campaign new leads will automatically start receiving once they fill out the Lead Sync form by checking the box next to the desired campaign.
To skip this step, simply press Next.
10.On the Web Form Summary page confirm the details of the Lead Sync form, email the HTML to the webmaster, or get the raw code for the HTML form under Form Links.
To change any details on this Lead Sync form, press the My Lead Syncs button and select Edit Web Form from the dropdown menu under Actions.
To add the Lead Sync form to a personal website, but the required access to add it it is not given, email the HTML for the form to the webmaster.
To add the Lead Sync form to a personal website, copy the code from the Form Links section and place it in the website code where you want the form to show up.
When creating a campaign, newsletter or e-card, it's good to know the difference between all 3 of them.
A campaign is a series of emails spread out over a certain time period. When you create a campaign you can use the templates from e-cards or newsletters.
A newsletter is a one time email sent to your contacts about anything. If you want to send out more that one of these you would use the campaign feature.
An e-card is used for events; a specific event, periodic event, or anniversary for example; birthdays, holidays, or a house anniversary.
Campaigns
Click the HomeFollowup tab on the top navigation.
Click the Create Campaign image
Enter a name for your campaign and select when you would like the campaign to start and click next.
Decide if you would like to associate a listing with any of your campaign emails. Click Skip if you do not want to associate a listing with this campaign.
You will see different email template categories by clicking the dropdown.
Select a category then select what template you would like to use for the first email you will send out in your campaign.
Once you pick your first email to add to campaign, you can then edit this email.
When you are done you can either Preview or Save this email. You have the option so save this specific email template to use for other emails, simply click the "Save to My Templates" box.
When you select Save or Next you will be prompted to convert the template from HTML to TEXT. Some email recipients only accept TEXT based emails, this options allows you to send both email types.
After you click ‘OK’ your schedule of emails will come up. If you would like to add more than one email to this campaign select from your current templates or from a different category.
Once you have all the emails you want in your campaign you can change the order of the emails and the schedule of the emails. Just click on Update to see your changes.
When you have completely finished adding emails and changing the order and the schedule, click on Next. You must send to at least one contact in order to save this campaign. If you are not ready to send the emails out send at least to yourself to save your work. WARNING: IF YOU DO NOT SELECT AT LEAST ONE PERSON TO SEND THIS CAMPAIGN TO, YOUR WORK WILL BE LOST!
Click to select contacts to subscribe this campaign to.
Once you have selected contacts from your address book you have some different options to save your campaign.
When you click Save the selected contacts will be saved the campaign and you will stay on the current page.
When you click Next all campaign information is saved and you are taken to the Campaign Summary page.
To view a history of all of your campaigns or to add more contacts to an existing campaign please select My Scheduled Campaigns at the beginning instead of Create Campaign.
Click on the Followup tab at the top of your screen.
Select the "My scheduled campaigns" button and using the action drop down menu select the “Edit Campaign” option and click go.
Choose the campaign or campaigns from your list by checking the box next to the campaign. You can also preview the campaigns by clicking on the “Preview” button.
Click Save or Finish.
Michael O\'Gorman
Setup "Lead Sync"
Use the "Lead Sync" program to capture leads in your website and automatically enter them into email campaigns. Please follow these steps to setup a "Lead Sync" form. Note: You must have HomeFollowUp to use the "Lead Sync" feature.
1. While logged into the account click on the "Followup" tab at the top of the screen.
2. Click on the "Lead Sync" tab in the sub menu.
3. Click on "Create LeadSync Form" to begin creating a new webform.
4. Give the new form a name, and using the drop down menu, choose what contact group the new contacts will be associated with.
5. Enter in the full URL link the users will be redirected to after they have signed up.
6. Choose what information fields to require on the form. To add or subtract information fields, choose the field and drag and drop the selection into or out of the form.
7. Once the required fields have been chosen, click "Next" at the bottom of the screen.
8. Choose the Campaign these leads will be added into.
9. The next page will give the web form in an HTML code, or an HTML link.
·If there is no access to embed or link this form into a personal website, use the "Email HTML to Webmaster" section. Enter the webmaster's email address and send them any comments about where to have this form placed in the website.
10. Click on the "Create LeadSync" button to finish the form setup.
to continue. 
Click on the blue icon with the envelope to edit the feedback emails. 
Click the grey edit icon next to the email you wish to view/edit. 
To edit the Questions click the green icon with the question mark on it. 
To delete a question click the red icon to the right under Actions.
To move a question either up or down on the list click the blue arrow facing the direction you want the question to be moved.
To get back to the previous page just click 'Back' on the bottom left.
- Preview 
- Restore to default settings [NOTE: THIS CANNOT BE UNDONE!!]
tab. 
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Click the grey icon to enter the feedback responses manually. 
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