MLS-Office - Our team will help you find solutions to all your technical issues

MLS-OFFICE STARTUP GUIDE

Main topics

Overview of the software

Technical Requirements
How to Log in
Configuring your Software
Importing Contacts
PDA Synchronization
Team Ready

Listings
Contacts
Calendar
Showings
E-mails
Form Letter and Action Plan Templates
Available Help

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Technical Requirements

For a trouble-free experience, please ensure that the computer you are using
meets the minimum requirements and that it is correctly configured.

The minimum requirements to run MLS-Office are listed below.

Processor
Memory
Browser
Internet
Operating System
Display
Additional Software

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Pentium 4 1.5GHz
512 Megs of RAM
Internet Explorer® 7.0
High-speed Internet access
Windows XP®, Windows 2000® or WindowsVista®
1024 X 768 pixels
Adobe Acrobat® 7.0

Please note that MLS-Office uses advanced Internet Explorer® functions and works exclusively with
that browser. Other browsers such as Netscape® and Mozilla® are not supported.

Also, some MLS-Office windows might be blocked by your pop-up blocker. To prevent this from
happening, you might need to configure your pop-up blocker application.

How to Log in

You can access your new software through Tempo™.

Simply go under the My Tools menu and choose MLS-Office. You will automatically be directed to your
MLS-Office software.

OR

You can also log into your new software through the MLS-Office official website at www.mls-office.com
Click on the Login button. This will open up the MLS-Office login screen. And finally, use your Tempo™
User ID, PIN and Password to gain access to your software.

Configuring your Software

Your software has been configured to meet the needs of real estate agents. However, some options can
be customized to better suit your personal tastes. Please take the time to review your software’s configuration to better serve you and make for a more productive program.

When you first log in, the MLS-Office configuration wizard will guide you through 8 easy steps outlining the main configuration options for the software. If you wish to change any of the configuration options later on, you can do so by clicking on the Configuration menu located in the upper-left corner of the interface.

Importing Contacts

You can import your contacts from an other software, like Tempo, Outlook 2000-2007, Outlook Express 6,
Top Producer 6i and 7i or any other software.*

*Other software that allows you to export your contacts in a CSV format.

Start by exporting your contacts from your previous contact manager software. When your contacts are
exported, import them in MLS-Office by choosing Contacts Import under the Utilities menu.

Our support team will be glad to give you a hand if you need any assistance with this procedure.

PDA Synchronization

Your personal digital assistant (PDA) can be synchronized with your MLS-Office software.

We support most PDA models (Palm, Windows Mobile, Pocket PC, iPhone and Blackberry).

To synchronize your PDA, you will have to purchase the CompanionLink for Prospects software. Contact
MLS-Office' technical support team if you wish to learn more about it.

Please note that CompanionLink for Prospects currently retails at $99.95 USD*.

*Current price is subject to change and does not include applicable taxes.

Team Ready

Working as a team in MLS-Office is effortless!

You can share databases with your MLS-Office teammates.
This gives you and your teammates the ability to share
contacts, activities, listings and view each other’s calendars
in order to work more efficiently and avoid scheduling conflicts.

In addition, you will be able to assign an activity to any team
member and vice-versa. You will also be able to view the
calendar of other team members by simply selecting their
names from the Team box.

If you wish to set-up your team, simply contact Prospects'
technical support team.

Listings

The MLS-Office listings tab gives you access to the SoCalMLS listing database. You can easily manage
all the listings you are working on through this section.

You can also perform searches and print and e-mail listings through this tab.

Every listing file includes folders with information on past and future activities, emails sent or received
and the contacts saved in their respective files.

1- Search for a Listing
     You can search for a listing by Address or MLS number with the help of the search box.

2- View a listing
     You can display a preview of the listing with a single click or view the full listing file by double-clicking
     directly on the listing file.

3- Send a Listing by E-mail
     You can send selected listings by e-mail by clicking on the Send by email button.

4- Print or E-mail an Activity Report
     You can print an activity report for the selected listings by clicking on the Activity Report button.

Contacts

The Contacts tab allows you to search, add, remove, edit and manage your contacts.

The contact file lets you enter all the information you need about your clients. In addition to recording the
standard contact information, you can save the name of your client’s spouse, their birthday, the name of
the person who referred you to the client, and key words that will make it easier to organize your contacts
so you can quickly find them again.

The contact file also includes folders with information on past and future activities, emails sent or received
and the listings saved in their file.

1- Add a Contact
    The Add button allows you to add a contact to your database.

2- Search for a Contact
     You can search for a contact by Name, Keyword or Type with the help of the search box.

3- Access the Advanced Search
     The square-shaped button allows you to switch to the Advanced Search.

4- View a Contact
     You can display a preview of the contact information with a single click or view the full contact file by
     double-clicking directly on the contact file.

5- Print/E-mail a Letter
     The Letter button allows you to print or e-mail a letter to selected contacts. You can also use MLS-Office
      templates to create your letters for printing and emailing.

6- Print Labels or Envelopes
     The Labels/Env. button allows you to print labels or envelopes for the selected contacts.

7- Modify Selected Contacts
     The Global Edit function allows you to modify several contacts at a time.

Calendar

The MLS-Office calendar is linked to your MLS.

It is simple and intuitive and allows you to easily manage your schedule and carry out most of your daily tasks.

Never again will you have to type information on a property or a collaborating agent; one click of the mouse
and it is done! In addition, every past or future activity is automatically saved into your contacts and listings files,
ensuring a flawless follow-up.

1- Add an Activity
    The Add button allows you to schedule activities in your calendar.

2- Calendar Tabs: Day, Week, Month and Year
    The different tabs allow you to switch between the daily, weekly, monthly and yearly views of your calendar.

3- Navigate Through Your Calendar
    The miniature calendar, on the upper left corner of your screen, allows you to navigate through your
     calendar grid.

4- Mark Activity As Done
    The Mark activity as done button allows you to transfer activities to the history of your files. Marking an activity
    as done determines that the activity has been completed.

5- Work As a Team
    You can view/manage your team’s schedule with the Team box.

6- Print Your Schedule
    The Print button allows you to print the content of your calendar.

7- Start an Action Plan
    The My Action Plans button allows you to activate an action plan

Showings

The Showings tab helps you schedule showings and perform follow-ups with efficiency and ease.

1- Schedule a Showing
    The Add button allows you to schedule a new showing in your calendar.

2- Follow-up on Completed Showings
    All your completed showings will be listed here. You can note feedback on each showing
    and save it in the history folder of the linked listing and contact files.

3- Manage Future Showings
    You will find all your future showings scheduled in a list to manage them more efficiently.

4- View a Showing
    You can display a preview of the showing’s information with a single click or view the full
    showing file by double-clicking directly on the file.

E-mails

The E-mail tab will help you clear out that messy inbox. You will no longer have to search through hundreds of emails. Each email sent or received can be saved in your contacts and/or listings files.

1- Retrieve New E-mails
    The Refresh button allows you to retrieve new messages sent to you.

2- Compose an E-mail
    The Compose button allows you to compose and send an e-mail. The use of a MLS-Office letter template is
    possible for creating a new e-mail.

3- Search for an E-mail
    You can search for an e-mail received in MLS-Office with the help of the Search by sender or Search by
    subject fields.

4- Save an E-mail in a file
    The Keep button allows you to save the selected e-mail(s) in a listing and/or contact file of your choice.

Form Letter and Action Plan Templates

1- Form Letter Templates
    The word processor available in MLS-Office allows you to create form letter templates and is located under
    the Utilities menu. All of the text templates are sorted by category and are available in both English and
    Spanish.

    Since it is linked to your database, you can easily insert dynamic references in your text templates to
    personalize each letter

2- Action Plan Templates
    An action plan is a chronological list of procedures or activities, which need to be carried out systematically
    in order to achieve a specific goal.

When you work in MLS-Office, you can have up to ten (10) action plan templates.

    You need to go under the Utilities menu and choose Action Plans to have access to the action plan manager.
    You will be able to remove or modify the available action plan templates set-out by MLS-Office or you can
    simply create your own.

Available Help

In your software:
The MLS-Office user guide is available under the Help menu of your software’s interface.

Use the help icons located throughout your software. They open the MLS-Office manual to the chapter pertaining to the section you are in or the function you are attempting to use.

Online:
You can find the list of Frequently Asked Questions (FAQs) on the MLS-Office official website at
www.mls-office.com/support.htm

Our highly trained support team can help you find solutions to all your technical issues or answer any of your questions.

By Email:
You can write to our support team at support@mls-office.com

By Phone:
You can talk to one of our support team specialists from Monday through Friday, 9am to 5pm (PT) at the following number: 1-888-765-9221.

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