Video Transcription

Good morning. Welcome to another edition of Tech Tuesday, presented by Delta Media Group, where the Dude abides.

Today we're going to take another look at market watches. We have a few videos on market watches, but we've made some changes to them, so I figured we'll jump in and take another look.

Let's jump into the DeltaNet and see what we've got. Specifically, well, I shouldn't say specifically. We've actually changed a handful of things with the market watches, but the main thing that I want to take a look at first is the fact that we have linked up the reverse prospecting reports with the market watch reports.

What we're going to do is go down to Customers, and Customer Center, and we'll go ahead and jump into the profile page for a customer and take a look. Let's see. I'm going to go down here. Let's use Bruce Banner. Why not? All in preparation for the new Avengers movie that's coming out.

From the Customer Center I clicked on Bruce's name, that takes me to his profile page. Now we'll scroll down. You can see that I don't have any market watches set up for Bruce right now, or Saved Searches for that matter.

What we're going to do, instead of creating one here, we'll go over that also. But first we'll scroll down to the bottom, and take a look at the AVM section. From here we'll create a reverse prospecting report.

To do that, I'm just going to click on Create New Prospect Report. What this is going to do is build a report that actually shows the level of customer interest, basically, in the property address that I put in here.

We're going to put my address in. There we go. You can see it pulls up the address in the auto-completer, I click on it, and it brings it up on a map. And then I'm going to say, for this one, I will also create a new market watch for it.

I'll go to Next Step. It builds up our report, and then from here I can either Email this PDF report ad directly to the customer, or I can click Download, and actually download the report. What this is doing is checking the Saved Searches that are set up for all the customers in the system to figure out which of those customers would be interested in this property if it were listed on the market.

I'll click on Download PDF Report, and there's my report. You can see it gives me information about the property, and we've gone over these reverse prospecting reports before. But it gives me some information about the property over here, and shows me a representation of all the customer accounts, along with a count of everyone who would be interested, or potentially would be interested in this property, if it were listed on the market.

The idea is I can send this out, I can take this to a listing presentation, and I can show the customer, thanks to all the people that are available in the system that I'm using, these are people who would have real, actual interest in your home if it were listed on the market.

The next step here, that makes this more unique than the last time we ran it, is ... If I refresh this page here. There we go. I've refreshed the customer profile page, and now if I scroll down to Save Searches and Market Watch Reports you can see that a new market watch was created for that particular property.

If I take a look at it, I'll just click on Preview. We'll preview it in the browser. And now instead of just being a regular market watch report, where I look at a market and it gives me information about that market as a whole, what it's done is created a market watch report for that specific property. So I have the property information here, and you can see it's brought up a valuation automatically.

The idea is, like any other market watch report, this is going to go out to the customer automatically at whatever interval I set. Instead of just being these market graphs, and trending graphs and stuff down here, the market summary stuff, it actually is showing information specific to the property that was set up for them also.

That's what makes these pretty cool, and then the added convenience of being able to create that when you create the reverse prospecting report. Just firing it all off at once.

There you go. Now the other thing, if you want to just create a regular market watch report, for completion sake. I can go here, and in the Saved Searches and Market Watch Reports section I can just click on Add A Market Watch.

Now from here I can create one based on the market name, which would be something like a ZIP code, or a school district, or a city name. I can type that in and let the auto-completer find all the matches, and I can select that. I can do a radius on a map. I can do map area, which would mean drawing a polygon on a map. Or I can do it by boundary.

With boundaries I could actually select the different type of boundary restrictions, and then which boundary I want. So if I go By Boundary, you can see it brings up a map. If I scroll down a little bit, select Boundary Type.

Let's do School Districts, is always a fun one, and then it loads up all the school districts in the map I'm looking at. And then let's do North Canton. Why not? You can see it draws a box around the particular boundary area, or the attendance area for that district.

I can tell it what date I want it to start sending. Let's go ... There we go. What's today, the 16th? Yeah. Today's the 16th. Let's say I want to start sending tomorrow. I want I to run indefinitely, so I won't put an expiration date on there. It automatically will put in a name based on the boundary area I chose, but if I wanted to customize that, I could. And you can see some additional options we've put in here.

You can further restrict the property types down, so if I wanted only certain types of residential. Like, if I only wanted this to look at townhomes and condos, but not single family, mobile, manufactured, or farms, I could just uncheck the boxes for the ones I don't want.

We've also recently added multi-family to this, so I could check that if I wanted to look at multi-family instead of residential.

We have all the criteria here. If I want to limit this to only specific properties based on price, or home size, bedrooms, bathrooms, and you can see all the different criteria here you can now limit these by.

I can also limit how far back this thing looks at for historical properties. Mainly this is for ... like, sold listings, for example. If I only wanted to display sold listings, as long as you have data for sold listings, that have sold within the last 60 days, I can use this slider to limit that. Otherwise, it will be unlimited, and potentially if we have, say, three years worth of solds, and it's not a real active market, we could have sold listings that show up in this report from a year or two ago. The idea is that those aren't quite so indicative of the current market conditions as the more recently sold properties would be. That's why you can use this slider to limit it.

Then when you have it setup the way you want, you just click on Done, and now your report is created. You can see in addition to the first one we also have a Polygon Area Market Watch. From here, like the other options, I can choose to be copied on this. Every time it sends out to the customer I can have one sent to me as well, and I can also modified the frequency to run semiannually, quarterly, monthly, bi-weekly, or weekly. You can see I can do that on my property specific one as well.

There you go. Beyond that, if I wanted to edit one of these reports, I have an Edit button here. I can preview it, if I click the Preview button I can then either preview it in the browser. I can print it out now, which is a new feature for these, or I can send an Email.

If I wanted to print it, you can see a preview, and it will say Print. Now it's going to load up a print preview. Or part of a print preview. With yours it will load up a whole print preview, and when that loads up you'll be able to print out this market watch report, and actually take it to a listing presentation or send it out as a regular, physical mailer also.

There we go. Lastly, if I have a market watch report in here I want to get rid of, I can just click on Delete, Confirm Delete, and now it's gone. That's all there is to it.

As always, thanks a lot for joining me this week. You've now seen some of the updates we've been doing to the market watch reports lately, and we are continually making updates like that, and oftentimes doing them based on customer feedback. If you have any questions, concerns, or if you have any suggestions for new features for functionality, go ahead and Email them in to Support@DeltaGroup.com, or comment on any of our videos, and maybe we'll get your feature added to the system.

Thanks a lot for joining me, and I will see you again next week.