Select checkbox and click print to print questions
To Add a Contact go to Contacts on the Navica Menu:
To Add a Prospect go to Contacts on the Navica Menu:
To Change a Contact to a Prospect click Contacts on the Navica Menu:
To Add A Prospect From A Search:
To assign a previously Saved Search to a Contact or Prospect:
To Edit your Prospect's Notification Settings go to Contacts on the Navica Menu:
To Change the Search Criteria for your Prospect go to Contacts on the Navica Menu:
To View the Saved Searches for your Prospect go to Contacts on the Navica Menu:
To View listings automatically sent to your Prospect go to Contacts on the Navica Menu:
To View Listings you have Emailed to your customer using Navica Mail:
To Delete a Saved Search from a Prospect that has Multiple Saved Searches:
To Delete all Saved Searches for your Prospect go to Contacts on the Navica Menu:
To Edit your Contact's Information go to Contacts on the Navica Menu:
To Delete a Contact go to Contacts on the Navica Menu:
To send an Email to everyone in your Contact Address Book go to Contacts on the Navica Menu:
To Set Up an Existing Customer on the Buyer Gateway, follow these steps:
To Set Up a New Customer on the Gateway, follow these steps:
Your Prospect is able to View the following information:
To View your Prospect's Activity on the Gateway, follow these steps:
To import contacts from a CSV file click on Contacts and Import Contacts.
To create a Custom Export go to Resources:
NOTE: If you still receive the error message please contact Customer Service.
You have 3 ways to search by a property Address:
You have 2 ways to search by MLS Numbers:
To Search by Map click Search on the Navica Menu:
You have 2 Hotsheet options:
To run a History Search go to Search on the Navica Menu:
To search for Listing Office, Listing Agent, Selling Office, Selling Agent click Search on the Navica Menu:
You may have 2 ways to Exclude Criteria on a search:
You can email a listing from My Listings or from a Search:
You have the ability to Save Listings for Individual Customers and/or Your Personal Use:
Your Board or MLS will have created default displays for you to use:
There are 2 ways to View a Last Run Search:
You have the ability to search for Key Words on Results Displays as well as Full Displays:
Preferences is now located at the top of each Property Type and the bottom of the Main Search Page:
To Organize a search screen click on Re-Order Sections:
To Customize your search screen in the Details section and the Features section click on the Customize link in each section:
You can now Edit your Listings on the Search Screen:
Select Contacts from the Navica Menu:
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:
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:
To Set a Blackout Click My Listings on the Navica Menu, Edit Listing, Edit Blackouts:
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:
To View the Feedback and History for a Listing click My Listings on the Navica Menu, Edit Listings, Edit Showings, the History/Feedback Tab:
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:
Information Available to Homeowners on the Seller Gateway is the following:
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 with the Listing. To Schedule a Showing:
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:
To View Showings of My Listed Properties click Showings on the Navica Menu, click the My Listings Tab:
To View Showings you have Scheduled for a property click Showings on the Navica Menu, the My Showings Tab:
To View a Summary of Your Past, Present and Future Sheduled Showings click Showings on the Navica Menu, the Calendar Tab:
To View Reports available in the Showing Manager click Showings on the Navica Menu then the Reports Tab:
To Change Notification Settings in the Showing Manager go to Showings on the Navica Menu andthen the Notification Settings Tab:
To add a listing click on the Add Listing Menu Item:
To find your partial listings click My Listings on the Navica Menu:
There are 3 ways to return to the Home Page from any location in Navica:
To change the activities displaying on Market Activity:
To add or change statuses for viewing My Listings on the Home Page:
To Change/Edit your Home Page:
You can Edit each Individual Pod on your Home Page by clicking on the Gear Icon in the top right corner of each Pod:
You can email a listing from My Listings or from a Search:
In My Listings or from a Search Result or on a Full Display each listing has a History Icon (Clock):
Each listing has a Driving Directions icon (Car):
Each listing will have a Slide Show icon (Film Strip with Green Arrow):
Each listing has an Additional Photos Icon (Camera):
If a listing has documents there will be a Documents icon (Paper with the right corner folded):
Each listing has a Create Flyer icon (Red pdf):
Each listing will have a Report Listing icon (Orange circle with white exclamation mark):
Each listing has a Recent Comparable Sales Icon (Chart):
Each listing has a Listing Notification icon (Bell):
To maintain your listings click My Listings on the Navica Menu:
Click My Listings on the Navica Menu, Edit Listings and Photo Maintenance:
Click My Listings on the Navica Menu, Edit Listings, Photo Maintenance:
Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:
Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:
Click My Listings on the Navica Menu, Edit Listing, Photo Maintenance:
Go to My Listings on the Navica Menu, Edit Listing, Reposition on Map:
Click My Listings on the Navica Menu, Edit Listing, Clone Listing:
Click My Listings on the Navica Menu, Edit Listing, Add/Edit Virtual Tour/Video:
Go to My Listings on the Navica Menu, Edit Listings, Upload Documents:
Go to My Listings on the Navica Menu, Edit Listings, Open House:
Click My Listings on the Navica Menu, Reset Hit Count:
Go to My Listings on the Navica Menu, Edit Listing, Photo Maintenance:
Click Resources on the Navica Menu:
To use a Results Display click on Search on the Navica Menu:
To use a Results Display click on Search on the Navica Menu:
To Clone an existing Results Display, Go to Resources and click on the Display Builder Tab.
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.
You can also choose to send a Membership E-mail directly from a Listing or a Group of Listings.
To Create A Flyer:
To Edit An Existing Flyer:
To Print Or Email An Existing Flyer:
To Clone A Full Display go to Resources on the Navica Menu:
To Edit A Display you have Cloned:
To Delete A Display You Have Cloned:
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.
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.
To Create A CMA With A Subject Property:
To Create A CMA Without A Subject Property:
To Create A CMA From A Search:
To Create A CMA From A Saved Search:
To Create A Search From Saved Listings:
To Edit Default Adjustment Values:
To Edit Default Search Settings:
To Create Or Edit A Resume:
To Change The Name For Suggested List Price:
To Add/Edit Subject Data:
If you need to Add Addtional Comps you can Search for more from the CMA Side By Side Screen:
There are 3 Types of Adjustments Available; Overall Adjustments, Miscellaneous Adjustments, and
Individual Comp Adjustments.
OVERALL ADJUSTMENTS
INDIVIDUAL ADJUSTMENTS
MISCELLANEOUS ADJUSTMENTS
If you wish to Change the Fields that are currently being used on your CMA Click Add/Remove Fields
on the Toolbar.
To Change the Order the Comps are Displaying:
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:
This feature allows you to determine which Pages you wish to Include in Each CMA.
To Edit your Cover Page:
To Fill Out A Seller's Proceeds Page:
To Email your CMA Click Email on the Toolbar.
Once you have Completed the CMA you may choose to Save as a PDF file.
To Edit A Completed CMA:
To Clone A CMA:
To view the Financial Calculators available go to Resources on theNavica Menu, the Financial Calculators Tab:
To create an Agent Export File go to Roster on the Navica Menu: