NAVICA Help

Frequently Asked Questions

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To Add a Contact go to Contacts on the Navica Menu:

  • Click the My Contact Tab at the top of the page.....
  • Click on Add Contact, enter your Contact Information and click Save.
  • If you need to enter Multiple Email Address separate them with a comma or a semicolon.

To Add a Prospect go to Contacts on the Navica Menu:

  • Click on the My Prospects Tab at the top of the page.
  • Click on Add Prospect. Enter your Prospect Information and click Save. If you need to enter Multiple Email Address separate them with a semicolon.
  • You will now be prompted to Select Search Type and enter their Search Criteria.
  • Once you have entered the Search Criteria you will be able to Change the Search Name should you need to and then click Save Search.
  • You will now be prompted to Edit Prospect Settings where you will set the Email Subject and input your standard Message text for your client.
  • Set Notify Customer to "Yes" or "No" to turn the automated process On or Off for your client.
  • Set Notify You to "Email" if you would also like to receive a copy of each system sent email.
  • Select any options for Notify When and Search Frequency as needed.
  • Next you have the option to Save the search or Save and Get Results. The system will not automatically email the initial search, you will need to email the properties to your customer.
  • To Email the properties to your customer click Save and Get Results. You have the Option to Email All Results or to Select certain properties and Email those.
  • You can Save Multiple Searches to a Prospect by repeating this process from Select Property Type on the Prospect Info page. Please note that your automated message will apply to all searched property types.

To Change a Contact to a Prospect click Contacts on the Navica Menu:

  • Find the Contact you wish to convert and then in the Tools Column, Click on the Convert to a Prospect Icon (White Box with Green Arrow).
  • You will now be prompted to Select Search Type and enter their Search Criteria.
  • Once you have entered the Search Criteria you will be able to Change the Search Name should you need to and then click Save Search.
  • You will now be prompted to Edit Prospect Settings where you will set the Email Subject and input your standard Message text for your client.
  • Set Notify Customer to "Yes" or "No" to turn the automated process On or Off for your client.
  • Set Notify You to "Email" if you would also like to receive a copy of each system sent email.
  • Select any options for Notify When and Search Frequency as needed.
  • Next you have the option to Save the search or Save and Get Results. The system will not automatically email the initial search, you will need to email the properties to your customer.
  • To Email the properties to your customer click Save and Get Results. You have the Option to Email All Results or to Select certain properties and Email those.
  • You can Save Multiple Searches to a Prospect by repeating this process from Select Property Type on the Prospect Info page. Please note that your automated message will apply to all searched property types.

To Add A Prospect From A Search:

  • Enter your Search Criteria, Run Your Search and Click Save Search Criteria.
  • Name the Search and select Assign Search Criteria to a New Contact/Prospect and click Save.
  • You will be prompted to enter the Notification Settings.  
  • The Listings from the Original Search have not been emailed to the Prospect. To Email the properties to your customer click Save and Get Results. You have the Option to Email All Results or to Select certain properties and Email those.

To assign a previously Saved Search to a Contact or Prospect:

  • Click on Saved Search beside the Property Type.
  • Click the Name of the Saved Search.
  • Click Get Results, click Save Search Criteria.
  • Select Assign Search Criteria to a Contact (Select their name in the dropdown) or Assign Search Criteria to a New Contact/Prospect and click Save.
  • If assigning to a Current Contact or Prospect you will be prompted to enter the Notification Settings.
  • If you are Saving it to a New Prospect you will be prompted to enter their Contact Information and then their Notification Settings.

To Edit your Prospect's Notification Settings go to Contacts on the Navica Menu:

  • Click the My Prospect's Tab. In the Tools column, Click the Prospect Notification Settings Icon (Envelope with Gear).
  • Make any changes and click Save.

To Change the Search Criteria for your Prospect go to Contacts on the Navica Menu:

  • Click on the My Prospects Tab at the top of the page.
  • In the Tools Section click the Magnifying Glass. This will show your Saved Searches.
  • In the Tools Section click on the 1st icon (Edit Search Criteria) of the Search you need to Edit.
  • Make your changes to the search and click Start Search.
  • Once you have the Results click Save Search Criteria and then Overwrite Existing Saved Search.
  • You will need to email any listings matching the New Criteria to your Client.

To View the Saved Searches for your Prospect go to Contacts on the Navica Menu:

  • Click on the My Prospects Tab and find your Prospect's name.
  • Click the Saved Searches Icon (Magnifying Glass) in the Tools column.
  • Once you see your Saved Searches you can click the Edit Search Criteria Icon (Graph) or to View current Results click the Get Results Icon (White Box with Green Arrow).

To View listings automatically sent to your Prospect go to Contacts on the Navica Menu:

  • Click the My Prospects Tab.
  • Find your Prospect's Name and Click the View Prospect Email Log Icon (Envelope with Green Circle).
  • You will see the MLS Numbers of the listings sent, Views (How many times your customer has viewed the listing), Times Sent (how many times the listing has been sent to your customer), Sent To (the email addresses the listing is being sent to), Sent Manually (Yes if you emailed listings to your customer using Navica Mail, No if they were automatically sent from the system), Last Viewed (the last Date and Time the listing was viewed by your customer) and Last Sent (the last Date and Time the listing was sent to your customer).

To View Listings you have Emailed to your customer using Navica Mail:

  • Click Contacts on the Navica Menu.
  • Click the Icon in the Notes Section.
  • You can Copy the MLS Numbers and Paste them in the Search/Edit Listings box on the Home Page.

To Delete a Saved Search from a Prospect that has Multiple Saved Searches:

  • Click Contacts on the Navica Menu and then click on the My Prospects Tab.
  • Find your Prospect's name and Click the Saved Searches Icon.
  • Click the Delete Icon (Red X) in the Tools Section beside the Saved Search you wish to Delete. 
  • This will remove just that search leaving any other Saved Searches.
  • Please note deleted searches cannot be restored once deleted.

To Delete all Saved Searches for your Prospect go to Contacts on the Navica Menu:

  • Click the My Prospect's Tab.
  • Find your Prospect's name and Click on the Delete Icon (Red X) in the Tools section.
  • This will Delete all Saved Searches and convert your Prospect back to a Contact.
  • Please note deleted searches cannot be restored once deleted.

  • You cannot change the Display the system automatically sends to your Prospect.
  • The Display being sent is determined by each local Board or MLS and is the same for everyone.

To Edit your Contact's Information go to Contacts on the Navica Menu:

  • Click on the View/Edit Contact Icon (Person with a Gear).
  • You will be able to add or change any of their personal information.
  • Click Save.

To Delete a Contact go to Contacts on the Navica Menu:

  • On the My Contact's Page click the Delete Icon (Red X) in the Tools section.
  • You will be prompted to click Delete again.
  • NOTE: If you Delete a Contact we cannot bring them back for you!

To send an Email to everyone in your Contact Address Book go to Contacts on the Navica Menu:

  • Click on Show All to reveal all of your contacts listed alphabetically.
  • Place a check in the Box for All in the far left column. Click the Email Icon above the All Box. Enter your subject, your message and click on Navica Mail to send.
  • To Send to Select Contacts place a checkmark in the box beside those Contacts.  Click the Email Icon above the All Box.  Only the ones you have selected will show in the Email Recipient(s) Box.  Enter your subject, your message and click on Navica Mail to send.   
  • The emails for both options will be sent as a BCC.    

To Set Up an Existing Customer on the Buyer Gateway, follow these steps:

  • Select Contacts on the Navica Menu
  • Click the My Prospects Tab
  • Go to Buyer Gateway Maintenance and click the Set Up Button
  • Enter a Password
  • Turn on the Gateway
  • Select the Time Range to Expire
  • Click Update
  • You will be Prompted to Email the Login Information to your Prospect

To Set Up a New Customer on the Gateway, follow these steps:

  • Set up your Prospect and Save the Search
  • When entering the Prospect Notification Settings Click the Buyer Gateway Tools Link
  • Enter their Password
  • Turn on the Gateway
  • Choose Time Range to Expire
  • Click Update
  • You will be prompted to Email the Login Information to your Prospect
  • NOTE:  For Instructions on how to set up a Prospect please go to Help, FAQ's, Contacts/Prospects, How to Add a Prospect

Your Prospect is able to View the following information:

  • Your Contact Information
  • Saved Searches (including the number of matches for each Saved Search)
  • Listing Criteria
  • Number of New Listings
  • Listings they have Saved
  • Property Search Link to Create their own Searches

To View your Prospect's Activity on the Gateway, follow these steps:

  • Select Contacts on the Navica Menu
  • In the Tools Section (to the Right of their Name) click the Saved Search Icon (Magnifying Glass)
  • View All Saved Searches
  • View Listings they have saved including Listings marked as Favorites
  • Edit their Gateway Tools

To import contacts from a CSV file click on Contacts and Import Contacts.

  • Select your Contact Type and Data Delimiter.
  • Click browse to locate and chose your CSV file for import.
  • Once Selected click Import Contacts.

To create a Custom Export go to Resources:

  • Click on the Custom Exports tab and then click the New Export button.
  • Create a name for your Export file.
  • Select the Property Type from the drop down list.
  • Select options from drop down lists for Header Row and Export As. (Note that CSV files import to excel.)
  • Select Column Delimiter from drop down list.
  • Select Fields for Export by Double clicking on fields you wish to use in the export file from the Available Fields box moving them over to the Selected Fields box and click next.
  • Once fields are in the Selected Fields box, they can be moved up or down in the list as needed using the arrow buttons for up and down. (Items listed top to bottom will appear in order left to right in your exported file.)
  • If including pictures in the export file be sure to select MLS # as one of your fields.
  • Once satisfied with your selections, press the Complete button in the lower right corner.
  • To use your new Custom Export, Click Search on the Navica Menu, choose the property type and run your search.
  • When you have your results, select individual properties or all the properties and choose Export from the Toolbar.
  • When the export box opens up check the photo box if desired and click on the Name of the Custom Export you created. This will prompt you to Right Click and Save File As. Save the file.
  • Open your software and import the file in.
  • NOTE:  You may only use this Custom Export for the Property Type it was created for.

  • Mozilla Firefox:  Hold in both the CTRL and SHIFT key, then hit the DELETE key/ In the Time Range to Clear drop down, select Everything. Make sure the Cookies and Cache boxes are checked, you can opt to uncheck the rest, then click on Okay. Close all browser windows then return to the login screen and login and then try again.
  • Google Chrome: From an open Chrome window, hold in both the CTRL and SHIFT key, then hit the DELETE key/ Set the drop down for Time Range to ALL TIME:  Then make sure the boxes for Cookies and other site Data and Cached images and files are checked then click on Clear Data. It is very important that you then Close all Chrome windows including our site then return to the login screen and login and then try again.
  • Edge: Hold in both the CTRL and SHIFT key then hit the DELETE key. Make sure the drop down for Time Range is set to All Time, be sure the boxes for Cookies and other site data and Cached images and files are checked, you can opt to uncheck the rest, then click on the Clear button.  Close all browser windows then return to the login screen and login and then try again.
  • Safari 8.0 or later: From the Safari menu, select Clear History and Website Data.  In the “Clear” dropdown, set that to All History and then click on Clear History.

NOTE:  If you still receive the error message please contact Customer Service.

You have 3 ways to search by a property Address:

  • First, on the Home Page you can enter the address in the Search/Edit Listings container. 
  • You may also go to Search on the Navica Menu and enter Street # and Street Name in the Details section and Click Search.
  • You can also go to a Property Type search screen and enter the address there.
  • In any of the three Search Address options you may also choose to enter a status.

You have 2 ways to search by MLS Numbers:

  • On the Home Page in the Red Banner you can enter in Multiple MLS numbers separating them with a comma.
  • You may also click on Search and go to Search By MLS Number. Begin typing in your numbers and new boxes will open as you continue to type.
  • NOTE:  When entering MLS Numbers for a Search be sure to enter just the Numbers Only.

To Search by Map click Search on the Navica Menu:

  • Select your Property Type and click Search By Map.
  • There are 6 Map Search Options Available as well as your Statuses to choose from. When selecting Sold/Closed you will have the opportunity to enter a Date Range for your Comps.
  • Using your mouse or the zoom tools on the map bring the map to the area you would like to search.
  • Radius Search: Check beside Radius Search and then choose the size of your Radius. Click your mouse on the map where you want the Radius to start. Above the Blue Line on the left of the page you will see Area and the number of matches within that Radius. You can draw more that one Radius as well as see each Area with the number of matches within each one. At any time you want to Remove one simply click the Red X beside the Area you wish to Remove. If you need to add additional statuses place a check in those and click Apply Status. Once you have your properties on the map Click Apply Map Criteria to Search. This will close the mapping box. Your Map Search Box will now say Map Coordinates Set. If you want to see all of the listing click Start Search or if you would like then you can enter further criteria. Select the Statuses as well as entering any other criteria and then Click Start Search.
  • Box Draw: Zoom the map to the desired area. Place a check in Draw A Box. Click your mouse where you want to start and draw your box. You can draw multiple boxes as well. Your areas will display and you can choose additional statuses if needed. Once you have your box drawn click Apply Map Criteria To Search where you can run the Search or enter additional criteria before starting the search.
  • Polygon Search: Zoom your map to the desired area. Place a check in Polygon Search and click the mouse where you want to start and then draw your shape. Your area will display and you can choose additional statuses if needed. Once you have your Polygon drawn click Apply Map Criteria To Search where you can run the Search or enter additional criteria before starting the search. You may only draw one Polygon.
  • View Properties on Current Map: Zoom your map to the desired location. Place a check in View Properties on Current Map. This will have all properties within the area that is showing on the map. Your area will display and you can choose additional statuses if needed. Once you have your area click Apply Map Criteria To Search where you can run the Search or enter additional criteria before starting the search.
  • Exclude Selected Area: Zoom to the area you wish to Exclude. You may either do a Radius or Box Draw around the area to exclude. When the map screen loads it will have all listings within the property type and the statuses you have selected except with the Radius or Box. Your area will display and you can choose additional statuses if needed. Click Apply Map Criteria To Search where you can run the Search or enter additional criteria before starting the search.
  • Address Search: Enter the Street Address and either the City and State or the Zip Code and click Go. The map will zoom into the area your property is located. The address you entered will be marked by a Star. You can use any of the Map Search Types to create your Search Area. Your area will display and you can choose additional statuses if needed. Once you have your area selected click Apply Map Criteria To Search where you can run the Search or enter additional criteria before starting the search.
  • Once you are satisfied with your Map Search settings click the Apply Criteria to Search button. This will close the Map Search window returning you to your Property Search page. You can either continue to add search criteria to your search or Start Search to get results.
  • To remove Map Search Settings once applied to your search, run your search then click on Return to Search and you will see in the Map Search Banner the option to Remove Map Criteria. Or click the Reset Criteria button at the top of the search page to reset the entire search.

  • Once you have your Search Results and want to View, Print or Email in a Certain Order click Reorder on the Tool Bar.
  • Drag and Drop the listings in the desired order and click Save Reorder.

You have 2 Hotsheet options:

  • To access both click Search on the Navica Menu. The first is the Hotsheet Tab at the top of the page. This Hotsheet searches by Activity, Property Type, City and the Field your Board or MLS uses as Area. Place a check in the Activities, Property Type, City and Areas, either choose the days back or enter a date range using the calendars. Click Start Search. You may also check to run just an Office Hotsheet. There is also a box to check for Since Last Hotsheet. By checking this feature you will only pull listings with activity since the last date and time you ran a Hotsheet. 
  • The second Hotsheet is found on the Search Screen of each Property Type. This Hotsheet allows you to use all of the Fields available on your Search Screen. To view All Activities click the Icon for Unselect All Items to remove the Default Statuses. Enter the criteria for your Hotsheet search and scroll until you see the Hotsheet Criteria Container. Choose your Hotsheet Activity and either the days back or enter a date range on the calendars. Click Start Search.

To run a History Search go to Search on the Navica Menu:

  • Click on the History tab at the top of the page.
  • You can search for a particular listing or for multiple listings. For example if just searching to see a history for 3 Main Street enter 3 as the street number and then Main as the street name or if you want to see everything on Main then just enter the street name.
  • You can search for multiples by separating the names with a semicolon such as Main;First;Green.
  • This is a wildcard search so it will pull all listings containing the street name as well as any directional or whether it is Drive, Dr., Street, St., Road, Rd., etc. When the Results load you will be able to Sort by clicking on the Header of the column.
  • To View the History of the listing click the History Icon (clock) underneath the MLS Number. To view the Full Display click on the MLS Number.
  • If the Listing has been Deleted and Purged from the system the History is all that is available.

  • To Search Multiple Fields within a dropdown click each individual field once to select the ones you wish to use. 
  • To Remove all Fields Click the Clear button.
  • To Remove Selected Fields click on the highlighted Field to remove.

To search for Listing Office, Listing Agent, Selling Office, Selling Agent click Search on the Navica Menu:

  • Select your Property Type.
  • All of these Fields work the same. For example start typing the Listing Agent's Name in the Begin Typing To Filter Items Box. Click the names in the Listing Agent Matches Box moving them to the Listing Agent Selections Box. You can select multiples by selecting the first name you searched and then Remove what you entered into the Begin Typing To Filter Items Box and start typing the next name.
  • When searching for Listing Agent and Selling Agent it needs to be their Last Name.
  • Once you have entered them click Keep Selections. What you have selected will now show in the Listing Office, Listing Agent, Selling Office, Selling Agent boxes on your Search Screen.

You may have 2 ways to Exclude Criteria on a search:

  • Some Fields will have a box to Exclude Selected. Place a check in the Exclude Selected box and choose the ones you wish to exclude. To exclude Multiples simply click on each one individually.
  • Other Fields will have a wildcard search to Exclude. On this option you will see a dropdown beside the fields, choose Exclude in this dropdown. If entering more than one word or phrase separate them with a semi-colon and do not put a space between them.

You can email a listing from My Listings or from a Search:

  • To Email a single listing click on the Email Icon or if using Listing Tools click on Email Listing.
  • To Email Multiple Listings place a check in the box beside the MLS Number and click Email in the Toolbar.
  • The system will confirm the Listing number when a single listing is selected and will confirm the number of listings selected when multiple listings are chosen.
  • Choose your Display Type from the Drop Down list. You can select an MLS Display type when emailing to fellow members of the MLS or choose a Public Display type when sending to clients.
  • When you are ready to send your email, you have 6 ways to Email Listings.
  • Use Your Mail: you must have a program such as Outlook or Windows Live installed on your computer. When you click Your Mail it will open your email package with the link pasted into the body of the email.
  • Gmail, Hotmail or Yahoo: You must have an account with them. Before using one of these you will need to make sure the Popup Blocker in your browser is configured to allow popups from www.navicamls.net otherwise these email programs will not open. When your email opens the link will be pasted into the body of the email.
  • N-mail:  This is Navica Mail and it will run your email thru our server using your email address that is stored in your agent profile. To use N-mail you may enter in an email address or highlight a name from your Contact Address Book (these will be Contacts you have entered into Navica under Contacts). You may want to check the option to Send Me A Copy as the system does not automatically email you a copy.
  • If using any other email you may copy the link from Preview Email Link and paste it into the body of your email package.

You have the ability to Save Listings for Individual Customers and/or Your Personal Use:

  • Select the listings you wish to Save, click on Save Listings in the Tool Bar, enter a New Name or Save to an Existing One.
  • Saved listings may be viewed by going to Listing Carts on the Navica Menu. Click on the Name assigned to the Save Listings you wish to view.
  • You also have the options to Rename or Delete the Saved Listings. To delete Saved Listings, click on the box to the Left of the Listing Cart or Carts you want to delete and then click Delete Selected.

  • Enter your Criteria and Run your Search.
  • Once you have the Results click Save Search Criteria.
  • You will then be prompted to Name the Search, and then choose from the following three options: Save to My Saved Searches, Assign Search Criteria To A Contact, or Assign Search Criteria To A New Contact/Prospect.
  • Saved Searches may be Viewed by going to Search and beside each Property Type you will have a Saved Searches button. Choose the Saved Search and you will then be able to Edit, Run or Delete the Saved Search.
  • Depending on how you have set up your Home Page you may also be able to View your Saved Searches there as well.

  • The system automatically Sorts by MLS Number.
  • To Change the Sort click the Header of the Field you would like to set as your Sort. Clicking once will sort Ascending and clicking again will sort Descending, alternating each time you click.
  • The Sort will hold as long as you are in that particular Search.
  • You can Set a Different Default Sort in Preferences at the Top of your Search Screens.

  • To add an Additional Sort to your Search Results hold down your Shift Key and click on the header above the column you wish to set as your secondary sort.
  • To remove the additional sort Hold down your Shift Key and click the header again.

Your Board or MLS will have created default displays for you to use:

  • Once you have your Results click on the Content Dropdown and choose the display you would like to use.
  • You can also Create your Own Displays to use in Resources, Display Builder, Build A Results Display.
  • Instructions to Create a Display and different ways to use them can be found in FAQ's, Creating a Display.

  • Certain Search Criteria fields are listed above your Search Results and can be changed without returning to the search screen by clicking on the Field you wish to Change.
  • Enter your new criteria and click on Apply.
  • To Remove a Field click on the X beside the field.
  • The screen will reload with the Search Results of your New Criteria.
  • To add additional Criteria you will need to click on Return To Search. This will take you back to the search screen where you can add additional criteria and click Start Search again.

  • Enter your Criteria and Run your Search.
  • Once you have the Results Displays click the Layout Dropdown where you can choose from Slim Line, Traditional, Compact, Portfolio, Book or Showcase.

  • Enter your Criteria and Run your search.
  • When you have your Results place a Check in the box to Show All Results.

There are 2 ways to View a Last Run Search:

  • On the Home Page in the Saved Searches Pod you will have a link allowing access to the Last Search that you ran regardless of the Property Type. These are Not Saved Searches but simply the Results Criteria for the last search you were running. Click the Last Run Search link for the Results.
  • To access the Last Run Search for each Property Type click Search on the Navica Menu. You will have a button beside each Property Type for access to the Last Search Criteria you ran. You will then have the Option to Run (to get Results) or Load (to go back to the Search Screen if you need to View/Edit Criteria). The last search will be stored for 7 days.

  • Once you have the Results of your Search choose the Content and Layout you wish to use.
  • If you only want to Print certain listings place a check in the box beside MLS Number and click Filter on the Toolbar. This will show only the listings you have selected.
  • Click on the Print icon in the top right of the page.

  • Once you have your Results place a check beside the MLS Number or in the box for All and click View on the Toolbar.
  • Choose the Display you wish to Print by clicking Change Display.
  • Click on the Print icon in the top right of the page.

You have the ability to search for Key Words on Results Displays as well as Full Displays:

  • Results Display: Go to the Find on Page Field in the top center of your screen.
  • Type in the Key Word you wish to search.
  • The screen will narrow down to the properties containing the Key Word.
  • To Return to your Original Results simply Delete the Key Word from the Search Container.
  • Full Displays: Go to the Find on Page Field in the top center of your screen. Type in the Key Word you wish to search. The Key Word will be Highlighted in Yellow every time it appears on All Displays you are Viewing at that time.
  • To Remove simply Delete the Key Word from the Search Container.

Preferences is now located at the top of each Property Type and the bottom of the Main Search Page:

  • Under Preferences you can choose Listing Tools or Icons, Set a Primary Sort and select to Show Criteria on Print when printing a Results Display.
  • Make your selections and click on Save.

To Organize a search screen click on Re-Order Sections:

  • Drag and Drop each container to your desired location.
  • Once you have completed setting your search screen click on Apply.

To Customize your search screen in the Details section and the Features section click on the Customize link in each section:

  • To Add Fields from Available Options click your mouse on the field and Drag and Drop the Field to your desired location in Selected Output.
  • To Remove a Field click your mouse on the Field and Drag and Drop the Field to Available Options.
  • Once you have completed setting up your Search Screen click on Apply.

You can now Edit your Listings on the Search Screen:

  • Click on Edit Listings to make your Status Changes, Change a Listing, Photo Maintenance, Add/Remove Documents, Add/Edit Virtual Tours, Reposition on Map, Clone a Listing, Open House Manager and Setup/Schedule Showings.

Select Contacts from the Navica Menu:

  • Beside their Name Click the Icon in the Notes Section.
  • You can Copy the MLS Numbers and Paste them in the Search/Edit Listings box on the Home Page.
  • Note: The system will only track and provide Notes for emails sent to Contacts in Navica. Emails sent to manually entered email address are not retained.

  • Once you have your search results place a check beside the properties then click on the Directions Icon in the Toolbar.
  • Change the Starting Address if necessary.
  • Click Resequence and then Drag and Drop the properties into the correct order.
  • Click Go.
  • You will see the map and directions to each property.
  • You can Print or Email the Directions.

The Navica Showing Manager will allow you to maintain and manage Property Showings, Setup Listings for electronic showings and Request Showings.

PART 1 MY LISTINGS: Activate and Setup Listings so Showings can be Requested when agents are Searching Listings.

PART 2 REQUEST SHOWING: When a Listing is participating in the Showing Manager you will see a Request Showing Link on each Display which will allow you to Request a Showing Online.

PART 3 SHOWINGS: This section allows you to Manage and Maintain the Showings of Properties as well as a Calendar of all Showings and a Reports section.

PART 4 SELLER GATEWAY: Allows you to create an Internet Gateway Account for your Sellers. Using their Email Address you may provide Sellers a personal password to a Private Web Based Account.

Click My Listings located on the Navica Menu, Edit Listings, Setup Showings:

Click the Settings Tab at the top of the page.

When the SETTINGS screen loads fill in the following information:

  • Allow Showings: Select Yes to allow agents to electronically Request Showings. Note: This is your On/Off switch if you need to disable showing requests at any time.
  • Auto Accept Requests: Select Yes if you would like to utilize the Auto Accept feature. Using Auto Accept will allow a request to be Approved Automatically and in will show in the Showing Manager Menu under Approved Showings.
  • Additional Email for Notifications: Enter Additional Email Addresses such as a CoList Agent or Personal Assistant. 
  • Showing Instructions: Enter Showing Instructions pertaining to the Property.
  • Listing Notes: A place to add Additional Information on the Property or Additional Showing Instructions, etc. This Information is Viewable by the Showing Agent as well as the Seller. 
  • Seller’s Contact Info: Enter Name and Contact Information of the Seller. This information is not available to the Showing Agent! 
  • Email Notifications To Seller: Selecting Yes will indicate that you would like Email Notifications to go to your Seller when a Showing has been Approved showing Comments, etc. 
  • Email Feedback To Seller: By selecting Yes showing Feedback will Automatically be Emailed to the Seller. 
  • Seller’s Email Address: Enter the Email Address of the Seller. If Yes is selected for the Email Notification Option and the Seller’s Email Address is entered the Seller will receive Emails regarding Showings and Feedback.
  • Alarm Information: Enter the Alarm Code, Disarm Code and Location when applicable. 
  • Lockbox Information: Enter the Lockbox Information. This Information is included in the Appointment Confirmation to the Showing Agent. 
  • Vacant: Is the Property Vacant, Yes or No.

This Feature allows you to enter Recurring Dates and/or Times that the Property Cannot be Shown. Example: Day Sleepers or Certain Days. Once you click Recurring Blackouts you will have the Option to Select an Entire Day or Times within a day that are Not Available for Showing the Property. 

To Set a Recurring Blackout Click My Listings on the Navica Menu, Edit Listing, Edit Blackouts then click the Recurring Blackouts Tab:

  • Select the Day(s) the Listing cannot be shown or select Check All for everyday.
  • Click to highlight the Times the Listing cannot be shown.
  • Click Save Settings.
  • This Recurring Blackout will remain in place until you remove it.

To Set a  Blackout Click My Listings on the Navica Menu, Edit Listing, Edit Blackouts:

  • On the Blackouts Tab, Select any Day that the Property is Not Available to be shown during the Calendar Month by clicking on the Date.
  • The Blackout Calendar screen will load with Available Times to click for the date selected.  Click to select the time slots you wish to block or click Select All for the Entire Day.
  • Click Save Settings to apply. 
  • You can click the Back to Calendar button to return to the monthly calendar to repeat process for another day.

 

This feature is used to View Your Showings that have been Scheduled for the Current Week for this Specific Property.

To see Other Weekly Schedules for this Specific Property click on PrevThis feature is used to View your Showings that have been Scheduled for the Current Week for this Specific Property. To see Other Weekly Schedules for this Specific Property click on Previous Week and/or Next Week. ious Week and/or Next Week.

To View Scheduled Showings for Your Listings click My Listings on the Navica Menu, Edit Listings, Edit Showings, the Schedule Tab:

  • This feature is used to View your Showings that have been Scheduled for the Current Week for this Specific Property.
  • To see Other Weekly Schedules for this Specific Property click on Previous Week and/or Next Week.

To View the Feedback and History for a Listing click My Listings on the Navica Menu, Edit Listings, Edit Showings, the History/Feedback Tab:

  • This feature will allow reflect any Past Showings and Feedback (if provided) for this Specific Property.

To Setup the Seller Gateway for a client, click My Listings on the Navica Menu, then click on Edit Listing for your client's listing, Setup Showings, the Seller Gateway Tab:

  • This will allow you to set up the Seller’s Access to a Private Web Based account for their Property.
  • Enter their Email Address and assign a Password and click Save Settings.
  • You will then have the option to Email the link and their login information.
  • Here they will be able to View any Past Showings, Future Showings, Total Number of Showings, Feedback (if provided), Open Houses, the number of times the Listing has been Viewed by Agents within the MLS and the number of times their Listing has been Viewed on Navica Websites.
  • To Turn Off the Seller Gateway go back to Edit Showings and place a check in Delete Access and click Save Settings.

Information Available to Homeowners on the Seller Gateway is the following:

  • Access to the Seller Gateway is http://MyHome.usamls.net The Seller will enter their Email Address and Password Provided and click Login.
  • The Seller will now be able to see the Following Information: 
  • The Number of Times the Listing has been Viewed by Agents within their MLS 
  • The Number of Times the Listing has been Viewed on Navica Public Websites 
  • Past Showings including Dates, Times, Comments and Feedback 
  • Future Scheduled Showings 
  • Open Houses including Dates, Times and Notes. 

To Schedule a Showing go to My Listings on the Navica Menu, Edit Listing, Schedule Showing:

  • Once a Property has been Setup there will be a Schedule Showings Link in My Listings.
  • To Schedule a Showing:Click on Schedule Showing. 
  • The Calendar will load. Select the Date to Schedule the Showing. Dates that are Not Available will not be Selectable. 
  • Once the Date has been Selected you will be prompted to select the Time to Schedule the Showing. Times that are Not Available will not be Selectable. 
  • Enter the Showing Agent’s Name. 
  • Enter the Duration. 
  • Enter any Comments you would like to make regarding the Showing, These comments can not be viewed by anyone other than the Listing Agent.

Once a Property has been Setup there will be a Schedule Showings Link with the Listing. To Schedule a Showing:

  • Click the Schedule Showing Link.
  • A Calendar will load along with Showing Instructions regarding the Property.
  • To Request a Showing click on the Desired Date. Dates that are Not Available will not be selectable.
  • Once you have selected the Date you will be prompted to Select the Time you would like to Show the Property. Times that are Not Available will not be selectable.
  • You will then be Automatically Prompted for the following Additional Information to Request a Showing:
  • DURATION: Enter the Duration of the Showing by clicking the Dropdown.
  • CLIENT FIRST NAME: This Information is Not Available to the Listing Agent.
  • CLIENT LAST NAME: This Information is Not Available to the Listing Agent.
  • CLIENT PHONE NUMBER: This Information is Not Available to the Listing Agent.
  • COMMENTS FOR THE LISTING AGENT: Enter any Information that may be useful for the Listing Agent to know. For example: Second Showing.
  • PRIVATE COMMENTS: This Information is Not Available to the Listing Agent. After the Information is entered click Request Showing at the bottom of the screen.
  • You will receive a Confirmation Screen notifying that your request is either Auto Approved or your Request has been sent for Approval.

Located on the Navica Main Menu, Showings allows you to Maintain and Manage Showings of your Listed Properties and Showings of Other Properties that you have Requested to Show.

Your Listings that are Pending Approval as well as any of your personal Recently Completed Showings will appear at the top of the Navica Home Page when you login. The Notification will be in a yellow banner called Showing Manager Alert.

Click Showings from the Navica Main Menu. You will see the following tabs across the top of the page: Summary, My Listings, My Showings, Calendar, Reports and Notification Settings.

If an Agent Requests a Showing the Listing Agent is able to Approve the Showing either by Email or Text Message. 

 

To View a Summary of your Listings and your Showings click Showings on the Navica Menu:

  • Summary:  A Quick Summary and Links to Additional Information.
  • You will be able to View:  Showings of Your Listings, Your Showings, a Calendar showing both Your Showings and Showings of Your LIstings, Reports and Additional Settings.

To View Showings of My Listed Properties click Showings on the Navica Menu, click the My Listings Tab:

  • Under the My Listings tab you will see all Approved Showings, Showings that are Pending Approval, and Canceled Showings.
  • The following Options are located on the right side of the screen: Notes, Schedule, Cancel and/or Approve (if still Pending). 
  • NOTES: Will provide the Showing Instructions 
  • SCHEDULE: Will reflect the Status of the Showing Date, whether it is Requested and Waiting Approval, Approved, etc. See Legend for Explanation of Status Options.
  • APPROVE: Click to Approve the Requested Showing for the Corresponding Listing. This will move the Showing into the Approved Showings section. (Seller and Showing Agent are notified by Email when showing is approved. Showing Agent also has the option to receive a Text Notification). 
  • CANCEL: This will allow you to Cancel a Requested and Approved Showing. (Email Notification will be sent). 
  • NOTE: When the Listing Agent Schedules or Approves a Showing on their Listing it is Automatically Approved whether it is set to Auto Approve or Not.

To View Showings you have Scheduled for a property click Showings on the Navica Menu, the My Showings Tab:

  • My Showings are Properties that you have Requested to Show.
  • The My Showings screen allows you to view Today’s Showing Schedule, Upcoming Showings and Past Showings that you have Requested.
  • The following Options are located on the right side of the screen: Notes, Re-Schedule, Complete, Cancel and Delete. 
  • NOTES: Will provide the Showing Instructions 
  • RESCHEDULE: Allows you to Reschedule a Showing by Selecting another Date and Time for Showing the Property
  • COMPLETE: Allows you to Add Feedback on the Showing. If during setup the Listing Agent has activated the Email Option and added a Valid Email Address the Seller will receive a Feedback Email once the Showing Agent has Completed the Feedback. CANCEL: Allows you to Cancel a Showing

To View a Summary of Your Past, Present and Future Sheduled Showings click Showings on the Navica Menu, the Calendar Tab:

  • When you click the Calendar tab within the Showing Manager you will see the Current Month of Showings.
  • To View Past Showings click on the Previous Link at the top of the Calendar. To View Future Scheduled Showings click the Next Link at the top of the Calendar.
  • To View Times for a Certain Date click on the Desired Date and the Schedule will appear in addition to the Status of the Showing.

To View Reports available in the Showing Manager click Showings on the Navica Menu then the Reports Tab:

  • The Reports tab allows access to the following Reports:
  • SHOWINGS OF YOUR LISTING BY AGENT: A report of Agents that have Shown Your Listings.
  • SHOWINGS OF YOUR LISTING BY PROPERTY: A report of your Listings by Property and the Agents that have shown the Listings.
  • MY SHOWINGS SUMMARY: A report of your Showings during a Specified Time Period.
  • MY SHOWINGS BY CLIENT: An Alphabetized Report of your Clients and the Properties you have shown them.
  • UNAPPROVED SHOWINGS: A report of the Requests for Showing your Listing that you have not yet Approved.

To Change Notification Settings in the Showing Manager go to Showings on the Navica Menu andthen the Notification Settings Tab:

  • SETTINGS:  If Available in your Board/Office this feature allows Office Staff or Broker to Change the person Setting Appointments for your Office. 
  • Office Staff or Broker has the ability to turn off the Notification for Office Showings Email. 
  • Office Staff or Broker has the ability to turn off the Notification for Auto Approval when the Listing Agent is the Showing Agent

To add a listing click on the Add Listing Menu Item:

  • Once there you will have the option to Add Listing, Add Listing As Sold/Closed, and in some Boards you also have the option to Add Listing from Tax.
  • Select your Property Type and add your listing.
  • Mandatory Fields will state Required Field underneath the field.

  • When entering your listing you will have 2 options, Submit or Save As Partial.
  • To View your Partial Listings go to My Listings on the Navica Menu then click on the Partial Listings Tab.

  • When entering a Listing or Saving as a Partial Listing you have the option to Add/View Photos at the bottom of the Listing Input Sheet.
  • Once you have selected your Photos you have the ability to Select the Main View, Delete an incorrect photo, and to Rotate if the orientation is incorrect.
  • Click Submit.
  • Once images have been submitted, you will have the ability to ReOrder your photos and Add Labels and/or Remarks.

  • When entering a Listing or Saving as a Partial Listing you have the Option to Add/View Documents at the bottom of the Listing Input Sheet.
  • Click the Add/View Docs button to open the Documents window.
  • Your Board will have provided document categories such as Sellers Disclosure, Appraisal, Lead Paint Disclosure and others. Choose the appropriate category and click Browse to locate the file on your computer.
  • Note: Documents must be PDF Files and must be under 5MB each. If your scanned document is larger than 5MB, rescan the document making sure that your scanner is scanning in Black & White or Greyuscale Only to save data and file size.

To find your partial listings click My Listings on the Navica Menu

  • Click the Partial Listings Tab.
  • When your partials load you will have the ability to Finish Partial, Delete Partial or to View a Full Display of the partial.
  • To View current photos, Add additional photos or Reorder photos prior to submitting the listing click on Add/View Photos.
  • Once you complete a Partial Listing and click Submit you will see the listing and a prompt stating your Listing has been Submitted. You will also be asked if you wish to Delete the Partial. Click Yes to Remove it from your Partial Inventory. Deleting your completed Partial Listing will not affect your Submitted Listing.

  • To add or change your agent photo click on your photo or the agent photo place holder or the gear in the top right of the screen.
  • Click the Uploader Tab at the Agent Maintenance Page.
  • Browse to select your desired image from your computer and click Upload Image.
  • You will then be able to confirm the uploaded photo compared to the Current Photo. If satisfied, click Save.
  • Agent photos must be in portrait orientation and may take a minute to update on our servers and in your browser. 

  • To edit your Profile, click on your Agent Photo or the Agent Photo place holder in the top right of the screen.
  • Brokers and Office Staff will be able to edit their office record here as well.
  • The availability of this option is at the discretion of your Board and all features may not be available to all users.

  • Brokers and Office Staff have the ability to use this feature...
  • To add or change the office logo click on your photo and then select the Uploader Tab on the Agent Maintenance Page.
  • Using the Upload Office Logo section, Browse to find your new Logo Image and click Upload Image. 
  • You will then be able to confirm the uploaded photo compared to the Current Photo. If satisfied, click Save.

There are 3 ways to return to the Home Page from any location in Navica:

  • Click Home on the Navica Menu.
  • Click on the Navica Logo at the top left of your screen beside the name of your Local Board or MLS.
  • If available you may also click the word Home in the red bar at the top of the frame.

To change the activities displaying on Market Activity:

  • In the Market Activity Pod on your Home Page, click the Gear Icon in the top right corner of the pod.
  • In the Edit Market Activity Window, you can see the currently Selected Activities in the right column and the Available Activities in the left column. Click and drag activities right or left to add or remove items.
  • You can also do this for Available Cities and Available Areas as needed.
  • Once satisfied with your selections, click Save Changes.
  • Your Market Activity Pod will reflect your new selections on the Home Page and will retain your selections until you change them again if needed.

To add or change statuses for viewing My Listings on the Home Page:

  • In the My Listings Pod on your Home Page, click the Gear Icon in the top right corner of the pod.
  • In the My Listings Window, you can see the currently Selected Statuses in the right column and the Available Statuses in the left column. Click and drag activities right or left to add or remove items.
  • Once satisfied with your selections, click Save Changes.
  • Your My Listings Pod will reflect your new selections on the Home Page and will retain your selections until you change them again if needed.

To Change/Edit your Home Page:

  • Click Edit Home Page Pods in the red bar at the top of the frame.
  • In the Edit Home Page Pods window you will see the Selected Pods in the right column and Available Pods in the left column.
  • Click and drag pods to the right or left to add or remove items.
  • Once you have made your selections you can control the order they appear on your Home Page. The list in order from top to bottom will appear in left to right order for each row of pods.
  • Click Save Changes when finished.

You can Edit each Individual Pod on your Home Page by clicking on the Gear Icon in the top right corner of each Pod:

  • Click the Gear Icon to open the window for the Pod you wish to Edit.
  • You can click and drag items from the Available Column to the Selected Column to add items or click and drag items from the Selected Column to Available Column to remove items from display.
  • Once satisfied with your selections click Save Changes.

  • Each Full or Results Display of a listing will have a Mapping icon (Globe).
  • Click on the icon to view.
  • Your default view will be a Road Map View but you can also click on the Map options in the top right corner of the map to select Map Type. You can also Zoom in and out using the +/- buttons.
  • You may then view the map on a Full Page or Print the map.

You can email a listing from My Listings or from a Search:

  • To Email a single listing click on the Email Icon or if using Listing Tools click on Email Listing.
  • To Email Multiple Listings place a check in the box beside the MLS Numbers and click Email in the Toolbar.
  • When the Email Box opens you have 6 ways to Email Listings.
  • Your Mail: You must have a program such as Outlook or Windows Live installed on your computer. When you click Your Mail it will open your email package with the link pasted into the body of the email.
  • Gmail, Hotmail or Yahoo: You must have an account with them. Before using one of these you will need to make sure the Popup Blocker in your browser is configured to allow popups from next.navicamls.net otherwise these email programs will not open. When your email opens the link will be pasted into the body of the email.
  •  N-mail: This is Navica Mail and it will run your email thru our server using your email address that is stored in your agent profile. To use N-mail you may enter in an email address or highlight a name from your Contact Address Book (these will be Contacts you have entered into Navica under Contacts). You may want to check the option to Send Me A Copy as the system does not automatically email you a copy.
  • If using any other email you may copy the link from Preview Email Link and paste it into the body of your email package.

In My Listings or from a Search Result or on a Full Display each listing has a History Icon (Clock):

  • To view the History click on the Icon.
  • You will see the Date and Time a change was made, Who made the change and What the change was.
  • You may also view the Photo History on the listing.
  • If you need to Print the history click on the Printer Icon in the top left corner of the History Screen.

Each listing has a Driving Directions icon (Car):

  • Click on the icon, the starting address will be from your office to the property location.
  • The starting address can be changed by clicking on Change Starting Address, entering the new address, click Apply, click Go.
  • There is a Print link available if you choose to print the directions.

Each listing will have a Slide Show icon (Film Strip with Green Arrow):

  • Click on the Slideshow Icon to load the Slideshow for review.
  • The slide show takes all of photos on a listing and the information on the Results Display you are viewing and creates a Slide Show that may be emailed to your Customers.
  • Click the Email button in the top right corner of the page.
  • You may Create your own Results Display to use.  Instructions can be found in FAQ's Results Displays.

Each listing has an Additional Photos Icon (Camera):

  • Click the icon to View and/or Print the Additional Photos.
  • You will also see the Labels and Remarks for the Additional Photos as well as Hide them if you choose.
  • You may enlarge the Additional Photos by dragging a side of the Additional Photos Window or click the Full Screen Icon in the top of your Browser.

If a listing has documents there will be a Documents icon (Paper with the right corner folded):

  • Click on the icon for documents and click on the Document you wish to view. The document will open as a pdf file.
  • If there is not a Documents Icon then the Listing does not have any Documents.

Each listing has a Create Flyer icon (Red pdf):

  • Click on the icon.
  • You will have a choice of 5 templates to choose from.
  • Click on the template of your choice and the system will load the template with available photos.
  • In the "Click to Add Text or Fields" space, you are able to select fields that pull from the data in Navica as well as type in additional information.
  • You may also select different photos by clicking on the ones you wish to change.
  • You also have the options to change fonts, add colors, numbers, bullets, etc.
  • Clicking the Header will allow you to edit that field of information.
  • When finished you may Save, Print or Email your flyer usiing the buttons at the top right of the page.
  • Saved Flyers can be retrieved via Resources in the Navica Menu in the Flyers Tab. Here you can click on the Name of your flyer to edit, or in the Actions column, Download PDF, Email, or Delete.

Each listing will have a Report Listing icon (Orange circle with white exclamation mark):

  • This will send the listing with your comments regarding the incorrect information to your local Board or MLS.

Each listing has a Recent Comparable Sales Icon (Chart):

  • Click on the icon to view Comparable Sales with that particular listing.
  • The criteria is as follows and cannot be changed: Sold properties of the same Property Type using a Radius Search by the address of 2 miles, $20,000 +/- List Price for Active properties and Sold Price of sold properties, =/+1 Bedrooms, =/+1 Baths, +/- 300 square feet (if the Board or MLS uses a number field for square footage) and 1 year back for Solds.

Each listing has a Listing Notification icon (Bell):

  • This allows you to set up a listing you would like to watch.
  • To set a notification click on the Bell icon and you can choose to receive a notification by Email and/or Text as well as enter any notes. Make your selection and click Submit.
  • The Listing Notification icon will turn Green once a notification has been set. If anything changes on the listing you will receive a notification of the change. The Notification you receive will provide the MLS Number, the Property Address and the Change made to the listing. You may also view any listings you have set to receive a Notification in Saved Listings, My Notifications. Click the MLS Number to go to the Results Display and then you can View the Full Display if you choose.
  • To turn the Notification off click on Delete Notification.
  • NOTE: To use the text message feature you have to enter your phone number and provider in your Agent Profile.

To maintain your listings click My Listings on the Navica Menu:

  • To select a particular Property Type and Status highlight the ones you want in the dropdowns and click Get Inventory.
  • You will see an Edit Listing button with each listing where you can make Status Changes, perform General Listing Maintenance, and to Add/Edit Photos and Documents.
  • Click on Change Listing to make changes to your listing's data sheet.
  • Click Submit when done to save and update your listing.

Click My Listings on the Navica Menu, Edit Listings and Photo Maintenance:

  • Photos must be in an Image Format to upload. (.jpg, .jpeg, or .bmp recommended)
  • You do not need to resize your photos.
  • Main Views can be either in a Landscape or Portrait Orientation.
  • You may have a total of 75 photos for each listing, 1 main view and 74 additional photos.
  • Navica has increased the size of listing photos and will now accommodate larger photos during the upload process. Users do not need to resize photos however please be sure to upload photos that are at least 1024 X 768. When photos are processed we will maintain the aspect ratio of the original photo being uploaded.
  • To Choose your photos click on the option to Click Here to Choose Files. You may also click on the Plus Sign.
  • You have the option to Drag and Drop or Choose Your Photos.
  • To Drag and Drop open the location where your photos are saved. To select Multiple Photos hold down your Control Key and select the ones you wish to add to your listing. Pick any photo and drag it into the blue rectangle on the page.
  • To Choose Photos Browse to the location where your photos are saved. To select Multiple Photos hold down your Control Key and select the ones you wish to add to your listing. Once you have selected your photos click Open or Save - the verbiage will depend on your browser.
  • Once your photos display you will have the option to Select the Main View by placing a check in the box beside main view, Remove Photo or Rotate Photo. Click Submit Photo. Once you click on Submit Photos they will process immediately and your Listing Photos will display beneath Current Photos on Listing.

Click My Listings on the Navica Menu, Edit Listings, Photo Maintenance:

  • Click the Re-Order tab at the top of the page.
  • To Re-Order a photo click on the photo you wish to move. While holding down your mouse drag the photo to the new location and release the mouse.
  • Once you have Re-Ordered your photos click on either one of the Save Order links.

Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:

  • Click the Labels and Remarks tab at the top of the page.
  • You may choose to Label any or all of your photos and add Remarks of up to 200 characters on your additional photos.
  • Characters will count down as you are entering your comments.
  • Once you have entered your information click on one of the Submit links.

Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:

  • Sometimes when uploading a photo the Orientation may not be correct.
  • Click the Rotate Photos link at the top of the page.
  • Clicking on the photos will cause them to rotate 90 degrees to the right each time.
  • Once the photos are rotated the way you want them to be, just click Save Rotation and the photos will be updated.

Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:

  • Click the Delete Photos tab at the top of the page.
  • To Delete a photo you have 2 options. You may Click On The Photo you wish to delete moving it to the Delete Box or you may click on the photo and Drag it to the Delete Box.
  • You may Delete Multiple Photos at the same time.
  • If you have selected one by mistake simply click on the photo to Remove it from the Delete Box.
  • Once you have selected the ones to remove click on one of the Delete links.

Go to My Listings on the Navica Menu, Edit Listing, Reposition on Map:

  • When the map screen loads you will see a circle indicating where your listing is currently mapped.
  • You may use your scroll mouse or the zoom in/out and arrows to adjust the map to the reveal the correct location.
  • Once you have adjusted the map click on the push pin and drag it to the correct location.
  • Click on Apply Reposition.

Click My Listings on the Navica Menu, Edit Listing, Clone Listing:

  • You will be asked to choose the Property Type (you can clone from one property type to another) and click Submit.
  • You will be required to enter certain fields prior to submitting. You may change/edit any additional fields.
  • You also have the option to Clone the Existing Photos. If you wish to clone the photos place a check beside Clone Existing Photos prior to clicking on Submit.
  • The New Listing will clone the Main View and any Additional Photos that are AVAILABLE on the Original Listing. You may only Clone Your Own Listings.

Click My Listings on the Navica Menu, Edit Listing, Add/Edit Virtual Tour/Video:

  • You must have the Virtual Tour or Video hosted on a website.
  • Copy the link from the website and paste into the spaces provided. 
  • Click Submit.
  • You may have up to 4.

Go to My Listings on the Navica Menu, Edit Listings, Upload Documents:

  • You will see the documents that your Board or MLS allow to be uploaded to each listing.
  • Documents must be uploaded as a PDF File.
  • If your Board uses a Document called Miscellaneous or Other you have the option to name that document. Once you Browse and Upload the document click in the space for Custom Heading, Name the Document and click Submit.
  • NOTE: We do not process documents that are larger than 5MB in size. Make sure when scanning your documents that your scanner is set to Black & White Only, or Greyscale Only. 

Go to My Listings on the Navica Menu, Edit Listings, Open House:

  • Click the Add Open House tab.
  • Enter your information and click Save Settings.
  • You do have to option to make the Open House Private. Selecting this feature will not send the Open House information to any websites. It will still be on the Open House Calendar and will also be searchable.
  • This applies to only those Boards that use this feature.

  • When viewing your Inventory in My Listings click on the Hide/Show Inventory Options to add or remove Property Type and Status from the page.

Click My Listings on the Navica Menu, Reset Hit Count:

  • A Hit Count is the number of times that someone in your Board or MLS opens the full display of your listing.
  • This does not count outside websites.
  • To Reset the Hit Count go to My Listings and click on the Reset Hit Count link with the listing.

Go to My Listings on the Navica Menu, Edit Listing, Photo Maintenance:

  • Click the Build QR Code tab at the top of the page.
  • Once you click the QR Code tab you may see several options. Everyone will have a code to the Board Site. This QR Code will open up to the Agent Listing Page on the Board Public Website.
  • If your Office has a website with Navica you will have an Office Site Code.
  • If you have an Agent website with Navica you will have an Agent Site Code.
  • Place a check in the box by the one you wish to use and click to Save the QR Code.

Click Resources on the Navica Menu:

  • Click Display Builder, Build A Results Display.
  • You will need to Name the Display, Select the Display Type, Results Type and Property Type for your display. Click on Save and Select Data.
  • On the Select Display Fields Screen double click on the fields you would like to show in your display in the Available Results Fields Box moving them to the Selected Results Fields Box. You may also hold down your Control Key and Highlight the Fields in the Selected Results Box and click the green Add button moving them to the Selected Results Box.
  • To Adjust the Fields to different positions, Highlight the Field and use the Up and Down Arrows to the Right of the Selected Output Box to adjust the field‘s location. Once the Fields are in your Desired Order click on Save.
  • You may Edit a Results Display by going to Resources, Display Builder, Results Displays. Click on the Hammer Icon in the Tools Section.
  • Results Displays can be created and used in My Listings, Search Results and Comparison.

To use a Results Display click on Search on the Navica Menu:

  • Select your Property Type, enter your Criteria and click Start Search.
  • Once you have your Search Results click on the Content Dropdown below the Toolbar and Select the Name of your Results Display. The screen will reload with your display.

To use a Results Display click on Search on the Navica Menu:

  • Select your Property Type, enter your Criteria and click Start Search.
  • Once you have your Search Results you may click on the Email Icon of an Individual Property or Select Your Properties or All and then click Email in the Toolbar.
  • Check Results Display and Highlight the Name of your Results Display and then choose the Layout you would like to send.

  • Click Search, select your Property Type, enter your Criteria and click Start Search.
  • Once you have your Search Results you may Select your Properties or check All and then click Comparison in the Toolbar.
  • Enter your information and check Results Display and Highlight the Name of your Results Display and then choose the Layout you would like and click Go.

To Clone an existing Results Display, Go to Resources and click on the Display Builder Tab.

  • Click on the Results Displays Tab to view the existing list of Results Displays available for selection. Displays are listed by Property Type and show the Data Columns contained within parenthesis.
  • Find the one you would like to Clone and Look to the Tools Column on the Right side of the Page for the Green Folder Icon with the White Arrow inside.
  • Select your Display Options for Display Name, Display Type and Share Display and then click Save & Select Data to Proceed.
  • Add or Remove Available and Selected Fields by selecting data points individually or as a group holding down the Shift Key and clicking “Add” or “Remove.” Once you are satisfied with your Selections you can change their order by selecting and clicking the “Up” or “Down” buttons. (Items listed from top to bottom appear as Left to Right Order across the Results Page) 
  • Click Save Settings To Complete your Display and the system will return you to the Results Display Page where you will see your newly Cloned Results Display now among the List.
  • To Apply your New Results Display, run your Search and Get Results, then Select your Display from the Content Drop Down List.

  • To use this feature, you will need to have a valid E-mail address in the system as well as the Agent Membership E-mail option turned on within your Agent Profile.
  • To activate your subscription, click on your Picture or the box indicating No Photo Available in the top right corner of the Navica Plus screen.  Check “YES” for Membership Email and then Save.
  • By selecting “Yes”, you are consenting to receive messages from all members of the e-mail package.  Please be sure to read the terms associated with the usage of this feature.  If you select “NO”, you will not be able to Send or Receive these E-mails. 
  • You can Opt in or Out of the Membership Email agreement at any time.

NOTE:   Checking “NO” does not affect your ability to receive Mass E-Mails from the Board Office. 

To send a Membership E-mail select Resources on the Navica Menu, then click on the Membership E-Mail tab at the top of the page. 

  • Enter your Subject, Message and select your Recipients.  To send to everyone who has the feature turned on after entering your message simply click Send.
  • To send to Selected Agents hold down your Control Key and highlight their names in the Select Recipients Box.  You may also choose to send to certain Security Levels or Select Groups by placing a check in the appropriate boxes. 
  • Click Send in the bottom right corner. 

You can also choose to send a Membership E-mail directly from a Listing or a Group of Listings. 

  • Enter your Search Criteria and Start your Search. 
  • When you have your Results to send one listing on Membership Email click the E-Mail Icon for that listing.  To send multiple listings place a check beside the ones you wish to send and click the E-mail Option in the Toolbar.   
  • Choose the Display you wish to send and click Membership Mail and the bottom of the page.   
  • This will load the Membership E-mail page and you will see the link in the Message Box.  Enter your Subject, Message and select your Recipients.   
  • To send to everyone who has the feature turned on after entering your message simply click Send. To send to Selected Agents hold down your Control Key and highlight their names in the Select Recipients Box.  You may also choose to send to certain Security Levels or Select Groups by placing a check in the appropriate boxes.  Click Send in the bottom right corner. 

     

To Create A Flyer:

  • You have the Option to Create a Flyer on any Listing in Navica.
  • Go to the Listing and Click on the Red Flash Icon.
  • You will see 5 Layout Templates to choose from. Each template shows different options for Main Photo, Additional Photos, and Listing Information.  Click on your desired Template to begin.
  • You have the Option to Select your Background Colors for each section of the Flyer as well as any designations that you may have.
  • To Change a Photo Click the Photo, Select the Photo to Replace the Existing One and Click Apply.
  • To Delete A Photo from the Flyer Select the Photo and then Click Remove.  Once a Photo has been Removed from a Flyer it cannot be added back.
  • To Change the Heading of the Flyer Click in the Heading Box. You have the Option to Select Fields or to Enter your Own Text.
  • Click Apply.
  • To Add Additional Fields or Text Click in the Placeholder Text Box.
  • Select the Fields you wish to use from the Fields Dropdown or Enter your Own Text.
  • You have Options Available for the Text such as to Bold, Underline, Change Font Type and Size and selecting a Font Color as well as a Background Color.
  • Once you have your information in Click Apply.
  • To Add/Edit your Contact Information click in the Contact Information Box.
  • Once you have made your changes click Apply.
  • Once your Flyer is complete you have the Options to Save, Email or Download/Print.
  • Flyers will be saved in Resources under the Flyer Tab.
  •  

 

To Edit An Existing Flyer:

  • Go to Resources on the Navica Menu and the Flyers Tab.
  • Click on the Name of the Flyer to Edit.
  • Click any field to make changes to that field including background colors, photos, and listing details.
  • Make your Changes and Click Save.

To Print Or Email An Existing Flyer:

  • Go to Resources on the Navica Menu, the Flyers Tab.
  • To Email an Existing Flyer using Navica Mail click the Email Flyer Link in the Actions Box.
  • Enter the Email Address manually or Select recipient from your Navica Contact Address Book.
  • Enter your Subject and Message and click Send.
  • The Flyer will be sent as a PDF attachment.
  • To Print an Existing Flyer Click the Title Link in the Flyer List and then Click the Print button in the top right coner of the Edit Flyer page.
  • In the Flyer List page, you also have the Options to Download the Flyer as a PDF or to Delete the Flyer.  Links for these Options are in the Actions Box for each Flyer.
  • To Delete Multiple Flyers at once, select the flyers you wish to delete by putting a Check in the box on the left next to each Flyer Name and then click the Delete Multiple button at the top of the Check List. Please note that Deleted Flyers cannot be restored if deleted in error.

 

To Clone A Full Display go to Resources on the Navica Menu:

  • Go to Display Builder Tab and click on the Full Displays Tab
  • Find the Display and in the Tools Column and Click the Duplicate This Display Icon (Green Folder with an Arrow.) The page will ask you to confirm you wish to clone the selected Display. Click "ok" to proceed.
  • Name your Display
  • Select Public or MLS for Display Type
  • Select Share with your Office and Agents or Not Shared
  • Choose Yes or No to Show Empty Data, Show Main Photo, Show QR Code and Show Address
  • Click Save and Proceed to begin editing layout and individual fields.
  • The Red Boxes allow you to Add or Remove Fields.  Note: MLS Number, Full Address, Status, and List Price are automatically included on Full Listing Displays.
  • To Add a Field, Click the Add button to open the Select Field Window and choose desired fields from the Available Fields list. To select multiple fields at once, hold the CTRL key while clicking on desired fields in the list and click Add & Close.
  • Once the Fields are in the Selected Fields Box you may move them Up or Down to the desired position by highlighting the item and clicking the Up or Down Buttons.
  • You may also Remove a Field by Selecting the Field and Click Remove.
  • Other Boxes allow you to Edit the Information that is currently on the Display. Click the "Click Here to Edit..." Button to open the window for selections and click Save when done.
  • Some Full Displays give you the Options to Show the Data Grid, Show Additional Photos and to Add/Edit Contact Information.
  • Once you have made your changes Click Save and Preview.

To Edit A Display you have Cloned:

  • Go to Resources on the Navica Menu.
  • Under the Display Builder Tab click on Full Displays.
  • Click the Edit Icon (Wrench & Screwdriver) in the Tools Section of the Display you wish to Edit.
  • Make your changes and Click Save and Preview.

To Delete A Display You Have Cloned:

  • Go To Resources on the Navica Menu.
  • Under the Display Builder Tab click on Full Displays.
  • Click the Delete Icon in the Tools Section (Red Circle With X) of the Display you wish to Delete. Note: Deleted items cannot be restored.

By clicking CMA from the Navica main menu, you are able to Create and Save a Comparative Market Analysis for your Clients using data stored within the system.

When you Create a CMA you have 3 Options for your Subject Property

  1. You can Enter Data for your Subject Property that is not curently entered into the MLS.
  2. You can create a CMA Without Subject Property.
  3. You can create a CMA by using a Listing Currently In The System for your Subject Property.  If you Select to use an Existing Listing as your Subject Property the data will display in the Fields you have selected. 

You also have Several Search Options for Searching your Comparables.  The 1st Option allows you to Choose a Radius surrounding the Subject Property when Creating your CMA.  You are also able to enter any Additional Search Criteria needed for your Search.  The 2nd Option uses the Fields you have entered as your Search Criteria

To Create A CMA, follow these steps: Click CMA from the Navica main menu. 

  • Click Create CMA tab. 
  • Enter the Required Fields. 
  • If you are creating your CMA without a Subject Property, select "No" for Add Subject.
  • If you are using an Existing Listing for the Subject Property, select "Yes" for Add Subject and enter the Subject MLS Number in the Subject MLS# Field. The system will populate the Subject Address Fields and Property Type for you.
  • If you are using the Radius Search please select the desired Radius. 
  • Click Next. 
  • On the Next Page you will Review existing Subject Property Details OR enter details for your unlisted property. The First Time you Create a CMA you will be prompted to Select the Fields you wish to include.
  • Drag and Drop Desired Fields from the Available Fields Box to the Selected OpƟons Box.
  • You have the Option to Save As Template or Use Selected Fields. If you Save As Template you willbe able to Set as your Default.
  • When finished, click Continue.
  • The Next Page is Search Results which will summarize the count of current matches based upon the data represented in the Property Details.  Click on any of the available fields to edit the search parameters for those fields to broaden or refine your search results. The system will automatically re-query the search results based upon your changes.  Once satisfied, click the Get Results button to review the resulting comps.
  • Review the available comps and choose the ones you wish to use by putting a check in the box for each. When satisfied, click Use Selected Listings.
  • This will bring you to the CMA Side By Side page where you can make adjustments to properties as needed. 
  • Note the toolbar at the top of the page which will provide buttons for: Edit Subject Data, Upload Subject Photo, Add/View Non-MLS Listings, Search More Comps, Add/Remove Fields, Undo Remove Listing, Editr Default Adjustments and Sort Comp Order.
  • When satisfied, click Complete CMA to view your completed CMA.

To Create A CMA With A Subject Property:

  • Click Create CMA tab. 
  • Enter the Required Fields. 
  • If you are using an Existing Listing for the Subject Property, select "Yes" for Add Subject and enter the Subject MLS Number in the Subject MLS# Field. The system will populate the Subject Address Fields and Property Type for you.
  • If you are using a property that is not currently in the MLS, Enter the Address information and select Property Type from the drop down list.
  • If you are using the Radius Search please select the desired Radius. 
  • Click Next. 
  • To Add a Subject Photo Click the Plus Sign in the Upload Subject Photo Box.
  • Once you have selected your photo Click Upload Subject Photo.
  • The First Time you Create a CMA you will be prompted to Select the Fields you wish to include.
  • Drag and Drop Desired Fields from the Available Fields Box to the Selected OpƟons Box.
  • You have the Option to Save As Template or Use Selected Fields. If you Save As Template you will be able to Set as your Default.
  • If you need to make Changes to the Create CMA Page (ie Such As Adding/Changing a Radius)click on Edit CMA Setup.
  • If you need to Change your Search Seƫngs click Edit Default Search. Once there you will beable to Set Fields as an Exact Match or Change the Default Search Criteria. By Default
    Bedrooms and Baths are set to =/+1 and Square Footage to +/-200.
  • Enter your Subject Property Details and Click Continue.
  • If you entered an Existing MLSNumber for your Subject Property these Fields will be Populated.
  • Prior to getting the Search Results you may Choose to Add Saved Listings, Add Comps By The MLS Number or Select Additional Comp Criteria.
  • Click Get Results.
  • Place a Check in the Box for the Comps you wish to use and Click Use Selected Listings.
  • You will be able to do the following: Add/Edit: Subject Data, Custom Remarks, Non MLS Listings, Search Additional Comps, Add/Remove Fields, Edit Default Adjustments and Sort Comp Order.
  • You may make your adjustments and add any Comments to the Subject Property or the Individual Comps.  If using Statuses other than Sold you may opt to only include Sold Properties in the Average.
  • Click Complete CMA. You will be able to do the following from the toolbar at the top of the page: View/Adjust Comps, Add/Edit Custom Remarks, Add/View Non-MLS Listings, Search More Comps, Add/Remove Fields, Add/Remove Pages, Edit Subject Data, Upload Subject Photo, Print, Save as PDF, and Email. 

To Create A CMA Without A Subject Property:

  • Enter CMA Name and Add Subject Check No.
  • Click Next.
  • You may Add/Edit Fields or Select a Different Template and Search Comps or you may Click on Full Search Screen where you can enter your Search Criteria.
  • Place a Check in the Box for the Comps you wish to use and Click Use Selected Listings.
  • Click Complete CMA. At any time you may Edit your CMA and Add A Subject Property.

To Create A CMA From A Search:

  • Click Search from the Navica menu.
  • Choose your Property Type, enter your Search Criteria, click Start Search.
  • Place a Check in the Box for the Comps you wish to use and Click CMA in the Toolbar.
  • Select Full CMA, Enter your Subject Property Address Details and Click Continue. (If you entered an Existng MLS Number for your Subject Property these Fields will be Populated.)
  • To Add a Subject Photo Click the Plus Sign in the Upload Subject Photo Box. Once you have selected your photo Click Upload Subject Photo.
  • The First Time you Create a CMA you will be prompted to Select the Fields you wish to include.
  • Drag and Drop Desired Fields from the Available Fields Box to the Selected Options Box. You have the Option to Save As Template or Use Selected Fields. If you Save As Template you will be able to Set as your Default.
  • Enter your Subject Property Details and Click Continue. (If you entered an Existng MLS
    Number for your Subject Property these Fields will be Populated.)
  • You will be able to do the following:  Add/Edit Subject Data, Custom Remarks, Non MLS Listings, Search Additional Comps, Add/Remove Fields, Edit Default Adjustments, Sort Comp Order.
  • You may make your adjustments and add any Comments to the Subject Property or the Individual Comps. 
  • If using Multiple Statuses for your Comps you are also able to Select to Only Use Sold
    Prices In The Comparison.
  • Complete CMA.
  • You will be able to do the following:  Add/View Non MLS Listings, Search More Comps, Add/Remove Fields, Add/Remove Pages, Edit SubjectData, View/Adjust Comps, Print, Email and Save As PDF.

To Create A CMA From A Saved Search:

  • Click Search from the Navica menu.
  • Beside the Property Type click the Button Saved Searches.
  • Click on the Saved Search and click Get Results.
  • Select the Listings you want to use with a check mark and Click CMA on the Toolbar.
  • Select Full CMA, Enter your Subject Property Address Details and Click Continue. (If you entered an Existng MLS Number for your Subject Property these Fields will be Populated.)
  • To Add a Subject Photo Click the Plus Sign in the Upload Subject Photo Box. Once you have selected your photo Click Upload Subject Photo.
  • The First Time you Create a CMA you will be prompted to Select the Fields you wish to include.
  • Drag and Drop Desired Fields from the Available Fields Box to the Selected Options Box. You have the Option to Save As Template or Use Selected Fields. If you Save As Template you will be able to Set as your Default.
  • Enter your Subject Property Details and Click Continue. (If you entered an Exisitng MLS
    Number for your Subject Property these Fields will be Populated.)
  • You will be able to do the following:  Add/Edit Subject Data, Custom Remarks, Non MLS Listings, Search Additional Comps, Add/Remove Fields, Edit Default Adjustments, Sort Comp Order.
  • You may make your adjustments and add any Comments to the Subject Property or the Individual Comps. 
  • If using Multiple Statuses for your Comps you are also able to Select to Only Use Sold
    Prices In The Comparison.
  • Complete CMA.
  • You will be able to do the following:  Add/View Non MLS Listings, Search More Comps, Add/Remove Fields, Add/Remove Pages, Edit SubjectData, View/Adjust Comps, Print, Email and Save As PDF.

 

To Create A Search From Saved Listings:

  • Click Saved Listings from the Navica menu.
  • Click on the Name of the Folder you created and Saved your Listings for the CMA.
  • Place a Check in the Box for the Comps you wish to use and Click Use Selected Listings.
  • Click CMA on the Toolbar.
  • Select Full CMA, Enter your Subject Property Address Details and Click Continue. (If you entered an Existng MLS Number for your Subject Property these Fields will be Populated.)
  • To Add a Subject Photo Click the Plus Sign in the Upload Subject Photo Box. Once you have selected your photo Click Upload Subject Photo.
  • The First Time you Create a CMA you will be prompted to Select the Fields you wish to include.
  • Drag and Drop Desired Fields from the Available Fields Box to the Selected Options Box. You have the Option to Save As Template or Use Selected Fields. If you Save As Template you will be able to Set as your Default.
  • Enter your Subject Property Details and Click Continue. (If you entered an Exisitng MLS
    Number for your Subject Property these Fields will be Populated.)
  • You will be able to do the following:  Add/Edit Subject Data, Custom Remarks, Non MLS Listings, Search Additional Comps, Add/Remove Fields, Edit Default Adjustments, Sort Comp Order.
  • You may make your adjustments and add any Comments to the Subject Property or the Individual Comps. 
  • If using Multiple Statuses for your Comps you are also able to Select to Only Use Sold
    Prices In The Comparison.
  • Complete CMA.
  • You will be able to do the following:  Add/View Non MLS Listings, Search More Comps, Add/Remove Fields, Add/Remove Pages, Edit SubjectData, View/Adjust Comps, Print, Email and Save As PDF.

To Edit Default Adjustment Values:

  • Click the CMA Settings Tab and then click Edit Default Adjustment Values.
  • Choose the Property Type Format to Edit by selecting the appropriate group.
  • You will have All of the Fields Available for you to enter Adjustment Values.
  • You will need to Enter the Dollar Amount for Each Field that you wish to Adjust.
  • Some Fields provide you with the Option to Set a Per Feature or an Individual Adjustment.
  • To Use a Per Feature Adjustment enter the Dollar Amount in the Category Name and Select Per Feature. By Selecting this Option the Adjustment will be made on all of the Fields within this Category.
  • To Use anIndividual Adjustment enter the Dollar Amount beside each Field you wish to Adjust and Select Individual Adjustment. By using this Feature you are applying an Across Comp Adjustment.
  • Entering a Value here will ensure that the Value is Added or Subtracted to each applicable Comp within your
    CMA.
  • Note: Adjustment values made here will apply in all future CMA's created for the selected property type and may need to be revisited over time due to potential changes in your Realty Market.

To Edit Default Search Settings:

  • Click the CMA Settings Tab and then click Edit Default Search Settings.
  • When Searching Comps for your CMA you have the Option of entering Specific Criteria for your Searches.
  • This Option allows you to place Value on Certain Fields by requiring that the system when Searching Comps that have the Exact Features as the Subject, or have Features that Closely Resemble the Subject within a Specified Range.
  • Place a Check beside the Fields that you want the Comps to be Exact Matches of the Subject.
  • For Fields such as Bedrooms and Baths you may assign a Range Value. You may then determine whether your Range will be =/+, -/=, +/-, =/= to your Subject. For Example, if you assign a range of 1 beside Bedrooms and Select +/- and your Subject Property has 4 Bedrooms the System will Search for Comps that have 3, 4 or 5 Bedrooms only.
  • You may also change the square footage range.
  • This Settings page covers all search options for all types of property searches in Navica. Click Save at top or bottom of the page to Save your Settings.

To Create Or Edit A Resume:

  • Click the CMA Settings Tab.
  • Under the Resume Settings Option you are able to add your Personal Information to Navica in order to compile a Resume to be included with your CMA.
  • To Create a Resume, click on New Resume.
  • The Fields of Information to include when entering a Resume are: Title Heading, Objective Heading, Experience Heading, Education Heading,Personal Association Heading and Personal Information Heading. Titles can be edited in the corresponding field.
  • Each Heading has its own Text Area available to input information and can be expanded using the bottom right corner of the Text Area. Click Corner and drag up or down to expand or contract field.
  • Click Save when complete.
  • You can Create multiple Resumes.
  • When you add your Resume you may Select it as the Default Resume that will automatically be placed in the CMA when you choose to include the Resume as an insert.

To Change The Name For Suggested List Price:

  • Click on the CMA Settings Tab.
  • When creating your CMA you may wish to Change the Name of the Suggested List Price Field.
  • To do so Click the link and then enter the New Name, Select Yes or No to use and Click Save.

To Add/Edit Subject Data:

  • On the Side By Side Comparison Page click Edit Subject Data
  • Make your Changes and click Submit
  • You will also be able to Edit Subject Data once the CMA has been completed by clicking Edit Subject Data in the Toolbar.

  • If there is a Property you would like to use within your CMA that was not in the MLS such as a FSBO you may enter the Listing to Add/View Non-MLS Listings by clicking the feature on the Toolbar found on the CMA Side by Side Page.
  • You will be able to Add New Non-MLS Listing or Select Existing One from a list.
  • Enter the data for your listing and Submit.
  • This Listing becomes part of your CMA only. The Data Fields for the Non-MLS Listing will be the same as the Template or Default you are using. 
  • You may also Upload A Main View Photo to the Non-MLS Listing once added to the CMA Side By Side.

If you need to Add Addtional Comps you can Search for more from the CMA Side By Side Screen:

  • Click Search More Comps on the Toolbar.
  • You may Add Additional Comp Criteria, Add Comps By MLS Number and Add Comps from your Saved Listings Folders.
  • To search fo additional Comps, Enter or Edit Existing search criteria and then Get Results.
  • Choose which ones you wish to add with a check mark and Use Selected Listings.

There are 3 Types of Adjustments Available; Overall Adjustments, Miscellaneous Adjustments, and
Individual Comp Adjustments.

OVERALL ADJUSTMENTS

  • You will have All of the Fields Available for you to enter Adjustment Values.
  • You will need to Enter the Dollar Amount for Each Field that you wish to Adjust.
  • Some Fields provide you with the Option to Set a Per Feature or an Individual Adjustment.
  • To Use a Per Feature Adjustment enter the Dollar Amount in the Category Name and Select Per Feature. By Selecting this Option the Adjustment will be made on all of the Fields within this Category.
  • To Use an Individual Adjustment enter the Dollar Amount beside each Field you wish to Adjust and Select Individual Adjustment.
  • By using this Feature you are applying an Across Comp Adjustment.
  • Entering a Value here will ensure that the Value is Added or Subtracted to each applicable Comp within your CMA.
  • Overall Adjustments can be Preset In CMA Seƫngs, Edit Default Adjustment Seƫngs.
  • You are also able to make Adjustments on each CMA by clicking on the Overall Adjustments Button
    or Edit Default Adjustments in the Toolbar.

INDIVIDUAL ADJUSTMENTS

  • You may also Adjust each Individual Comp by clicking on Adjust Comp underneath each Comp Photo.
  • If you are Subtracting Value for a Field you MUST put the Minus (-) Sign in front of the Dollar
    Amount.

MISCELLANEOUS ADJUSTMENTS

  • You also have the ability to make Miscellaneous Adjustments to Each Individual Comp as well as the
    Subject Property.
  • You may enter up to 5 Miscellaneous Adjustments.
  • If you are Subtracting Value for a Field you MUST put the Minus (-) Sign in front of the Dollar Amount.

If you wish to Change the Fields that are currently being used on your CMA Click Add/Remove Fields
on the Toolbar.

  • To Add Fields Drag and Drop the Fields from the Available Options Box to the Selected Options Box.
  • To Remove Fields Drag and Drop the Fields from the Selected Options Box to the Available Options Box.
  • You may also Adjust the Fields Up or Down in the Selected Options Box.

To Change the Order the Comps are Displaying:

  • Click Sort Comp Order on the Toolbar. Drag and Drop to your Desired Order and Click Save Reorder.

From your Completed CMA, on the Toolbar click on Add/Edit Custom Remarks.

These Remarks will appear on the Cover Page of your CMA.

To add comments/remarks to Individual Comps:

  • On the Side By Side Page of Comps click the Add Comments under the listing
  • These Comments will appear on the Individual Comp Page for the Listing on the Completed CMA

This feature allows you to determine which Pages you wish to Include in Each CMA.

  • From your Completed CMA, click Add/Remove Pages in the Toolbar.
  • To Enter a Page Sheet place a Check in the box beside the page you wish to Add.
  • To Remove A Page remove the Check in the box beside the page you wish to Remove.
  • You also have the option to Set As Default Pages.
  • Click Save Pages when complete. 

To Edit your Cover Page:

  • On the Completed CMA click Add/Remove Pages.
  • Click Edit beside Cover.
  • Make your changes and click Save.

To Fill Out A Seller's Proceeds Page:

  • On the Completed CMA click on Add/Remove Pages.
  • Click Edit beside Proceeds.
  • Enter your information and click Save.

To Email your CMA Click Email on the Toolbar.

  • Enter your information and Click Send With N-Mail.This will convert the CMA to a PDF file and Email it from you to your customer thru the Navica Email Server.
  • NOTE: If you want to use your Email Signature within Navica please be sure to place a Check in the box. (If you do not have and Email Signature it can be Added by clicking either on your Photo in the Top Right Corner of the Screen or the Gear directly beneath it.) 
  • You can also opt to Send a Copy to yourself with a check in the box.

Once you have Completed the CMA you may choose to Save as a PDF file.

  • Click Save PDF on the Toolbar.
  • Choose the location where you Save the File. You may then Print as a PDF or Send as an
    Attachment in your Personal Email Package.

To Edit A Completed CMA:

  • Click CMA on the Navica Menu and find your CMA in your list.
  • In the Tools Section click Edit.

To Clone A CMA:

  • Click CMA on the Navica Menu and find your CMA in your list.
  • In the Tools Section click Clone
  • Name the CMA and if you wish to use the same Comps place a Check in the box to Use Comps
  • Click Clone CMA

To create an Agent Export File go to Roster on the Navica Menu:

  • Select Roster from the top menu.
  • Place a check in the box/boxes of the Roster Types you want to include in the Export File.
  • Click on the Member Export Button.
  • Once you have clicked the Export button, you will have a link to the right of that for View Member Export
  • To Save the File, Right Click on the View Member Export Link and choose Save Link As or Save Target As.
  •