37
CRS Data Real Estate PowerTool Bing Maps, Prospecting a Subdivision, Advanced Search and Mailing Labels, Using Word to perform a Mail Merge

CRS Data Real Estate PowerTool - USAMLS.net...CRS Data Real Estate PowerTool Quick Tips Manual 3 To gain access to the various map tools, pull up the property report for your subject

  • Upload
    others

  • View
    5

  • Download
    0

Embed Size (px)

Citation preview

  • CRS Data Real Estate

    PowerTool

    Bing Maps, Prospecting a Subdivision,

    Advanced Search and Mailing Labels,

    Using Word to perform a Mail Merge

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 2

    Bing Maps

    Once you get to a property report you have several options of maps to choose from. Hover your

    mouse over the “Maps” tab on the tool bar and choose which map you want to

    use.

    Map Functions

    The Flood Maps, Topo Maps, and the GIS parcels have been integrated into the Bing Maps for

    you. The Directions link is a link to Mapquest. The Property Map is an older map, you can

    find everything you were used to seeing in the property map in the Bing Maps.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 3

    To gain access to the various map tools, pull up the property report for your subject property.

    Place your cursor over the Maps tab to view the drop down menu.

    Bing™ Maps

    In areas where CRS Data has access to county GIS maps, we have integrated the virtual Earth

    with GIS mapping. To access the map of your subject property, click Bing™ Maps.

    ****Tip- when working with maps, zoom in a few times to view parcel lines and

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 4

    layers****

    Using the Tool Bar

    Zoom In – click on the Zoom In button. The map will zoom in keeping your subject

    property centered. The zoom magnifying glass will gray out when you have reached the

    maximum zoom.

    Zoom Out – click on the Zoom Out button. The map will zoom out keeping your

    subject property centered.

    Pan/Hand – place your cursor anywhere on the map. Your pointer should look like a

    hand. Left click, hold and drag to reposition your map.

    Print – click the Print link to print the map view.

    Road – turns off the aerial view to provide a clearer view of roads and parcels

    Automatic View – Will choose the best map view for you based on your zoom.

    Includes, road view, Birds Eye view, as well as a photographic view of the property.

    Bird’s Eye – default view of Bing™ virtual Earth integrated with GIS parcels

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 5

    Hybrid – provides street names

    Search – select By Parcel” from the drop down box. Click on a parcel to view additional

    information about a parcel. (Alternately, you can right click on parcel to view the

    information without selecting Identify.)

    CRS Layers (Including Recent Sales) The Power Tool enables you to add or remove layers on the Property Map. From the Tool Bar,

    place your mouse over CRS Layers to view the options from the drop down list. By default,

    Parcels will be turned on. In areas where available, lot dimensions will also be turned on; listed

    as Dimensions on the menu box. To turn layers on and off, select that layer from the menu. If

    the layer shows in bold text, it is active on the map. Some layers may not be available until you

    zoom in on the map.

    Accessing CRS Layers

    Recent Sales- view sales which have occurred within the last 3, 6, 9, 12, 18, & 24

    months.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 6

    Labels – view deeded acreage, system calculated acreage, owner name, property address,

    parcel ID, Last Sale Date/Price for each parcel.

    Listings- for sale, sold, contingent, pending, expired

    US Topo Layer – You have to zoomed out to turn this layer on, you will see the

    topography once the layer is turned on.

    Measure – access different measuring tools: Lat/Long, Distance, Area Measurements.

    FEMA Flood Maps

    Counties with flood layers will have access to integrated maps. These layers will only be

    available through Bing Maps.

    When this layer is turned on you will see the legend appear in the window. If the property is in a

    flood zone, you will have the corresponding pattern of aqual lines over the parcel.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 7

    Marketing

    Using the maps for Mailings and Prospecting

    This process will allow you to create mailing labels or download data into Microsoft Excel for

    custom mail outs. You can do this from the main page of CRS or from within a specific property

    (or starting point). The three step process is outlined for you. We are going to start with the

    Bing maps and go to “Search By” and click on “By Rectangle”, “By Radius”, or “By Polygon”.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 8

    If you choose “By Polygon” you can designate the area that you want to include. Click your starting

    point and double click when you are done electing your area.

    After you have completed your selection you will be asked if you want to go to the Search Results list on

    the Advanced Search, or go to Prospecting and Refine your Criteria before you go to the Mailing Label

    Page.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 9

    If you go to the Prospecting you will proceed with the Second step of the Prospecting.

    Use the search fields in this step to specify the type of properties or property owners you wish to

    target. Use any combination of the following search fields:

    Property Value

    Owner Type

    Property Characteristics

    Financing

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 10

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 11

    The next page gives you the opportunity to review your criteria and results.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 12

    You can easily expand or narrow your results by clicking the Revise Criteria option.

    When you are ready to proceed to your Mailing Label/Export File Page, you will “Proceed with

    your third step”:

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 13

    Step 3 – Create Labels and Merge Files

    The final step allows you to export your results to an Excel file or create mailing labels directly

    from the PowerTool.

    Export/Label Options – refine your results by selecting options like “skip records with no Zip

    Code”. You can also choose how the Addressee is displayed and whether to mail to the

    Owner’s address or Property address.

    Create/Export Merge Files – select Addresses to export only the addressee, property and owner

    address. Select Property Data to export all property information.

    Create Labels – this option is set up to format your export to fit Avery brand labels. You can

    include a line for “current resident” or replace the addressee name with custom text. If you are

    using a partially used sheet of labels, you can select your starting label (i.e., the first five labels

    on a sheet have been used; select the button to start with Label 6.)

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 14

    Depending on your version of Adobe, your labels will look something like this:

    Advanced Searching

    If you go to your search results page you will start with the Advanced Search page.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 15

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 16

    Customize Your Results List

    You can easily organize your search results, by selecting specific columns to include in your

    search results page. This will help filter information and facilitate selecting comparable

    properties or new business opportunities.

    After selecting column criteria, you will need to save this list. Once this is completed, this list

    can be retrieved again or you can select the designated columns as your default.

    ****Tip: you can sort your results by ascending or descending order by clicking on any of

    the columns.****

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 17

    Flood Maps on the Property Report

    The Flood Map section at the bottom of the Property Report will tell you which Flood Zone your

    parcel is in, the Firm Panel ID number, and the effective date for the flood maps.

    If the zone code is an “X” and only an “X”, the property will not require flood insurance. If

    there is any other zone code with the “X” (as shown below), the property will require flood

    insurance.

    ***TIP- Anything in black is going to be a link. The FEMA DFIRM Data will take you to a

    FEMA site giving you more information about where that data comes from, as well as the

    Fema’s Flood Hazard Mapping link. The FloodSmart.gov link will take you to an estimated

    Flood insurance quote. All of the information this section gives you, will be exactly what your

    insurance agent will need to give you an accurate estimate for flood insurance on the parcel.

    How to print Labels by Subdivison name or Community name

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 18

    Start by selecting the advanced search tab on the main screen:

    After you select advanced search you will see the following:

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 19

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 20

    After you click enter or select the magnifying glass icon:

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 21

    From here you can manually edit your list by checking the boxes on the left and clicking keep or remove

    your checked boxes.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 22

    After you select the Mail to Properties tab, you will be brought to the page where you can print your

    labels or export your files to excel or another program of your choice.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 23

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 24

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 25

    Back on the home screen, if you want to prospect a different way, you can select the prospecting tab,

    and you will have 6 different options to prospect. Choosing a subdivision or community name is also an

    option under this tab.

    You will select the first step, which is, to select a geographic area.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 26

    This portion works the same way that it did under the advanced search

    tab.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 27

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 28

    Procee

    d to review the criteria that you have

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 29

    defined.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 30

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 31

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 32

    Mail Merge

    When you Save your exported list from CRS, you will need to make sure you save the document type as

    an excel workbook. Click on the drop down box next to “Save as type” and choose “Excel Workbook”.

    Open your letter in Microsoft word to start the Mail Merge Process.

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 33

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 34

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 35

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 36

  • CRS Data

    Real Estate PowerTool Quick Tips Manual 37

    For additional help on any of these topics, click the link.

    Further inquiries regarding training, please call 1-800-374-7488 ext. 164. Training is available

    via WebEx online. WebEx calendar and registration is available at the following link:

    https://crsdata.webex.com/mw0307l/mywebex/default.do?siteurl=crsdata&service=7

    For any technical help please call:

    CRS Data HelpDesk at 1-800- 374-7488 ext. 3 (toll free) or email: [email protected] for

    additional help. The HelpDesk hours are Monday through Friday from 9 AM to 5 PM (EST).

    https://crsdata.webex.com/mw0307l/mywebex/default.do?siteurl=crsdata&service=7mailto:[email protected]?subject=Property%20Search%20Help