In case you have not noticed, there is an option where you can access the “new and improved loop page”. There are many things to love about this new look, including the sleek and fresh view so let’s go over some of the features including some personal favorites!
At first glance you will notice the light bright look with color accents, and no more big circles, instead you have tiles with the circle in the bottom right corner. It’s important to note that with the beta version only the loop page has been updated. When you go into a loop or into other tabs, you will not see the new look and it will go back to what you are used to. If you want to go back to the version you are used to, just click the top right where you see the words “Go Back”. The development team also wants to know what you think of these new features and have added there email to send comments to: email@example.com.
Let’s start at the top right, when you click on your photo (provided you have one on your account), you will still see your “Member ID” and “My Account”. The new things added here are the customer service number (easy to find and they are awesome at answering your questions) and a “Search Profiles”. For people like me that are in multiple offices as an admin and help many offices with training and support, this is one of the best things to have here! If you are like most people and only have one or a few profiles, then this feature may not mean much to you. The “Sign Out” has moved to the bottom of the dropdown.
When you click on the “New Loop” you will see a new look. I love this because it is emphasizing searching by an address or MLS number. This is an important option to prevent duplicates and if you want to know more about this, please see my other blog post about this subject. Once you have entered the address or loop name, if your office has templates you will be asked to select one or don’t and create the loop without it, if no templates, you will not see this option. Next it prompts you to add the photo, which as you can tell, I like those on my loops. Please remember that photos can be seen by anyone you share something from that loop with, so don’t put a “Buyer Selfie” on the loop, it’s not very professional. 🙂 Next you say you are “Done” and the loop is then created. This really does make it much simpler to get the loop started and ready to go.
Notifications and Activity Log are still the same and at the top left and will take you back to the current view (not updated yet). Ok, here comes one of my favorites and personal requests! In the Filers you can now “Save Custom Filters”. No more checking them and unchecking them individually! I have my first two already set up and saved, one I call “Working Loops”, these are the: No Status, Private Listing, In-Progress, Active Listing, Under Contract, Pre-Listing, Pre-Offer and New. My other one is “Completed Loops”, which includes: Sold, Leased, Archived and Done. You can create other searches and even include review stages and tags in your searches. You can even “search” all of the loop types, statuses and tags. Once you have selected the items you want to filter, you will need to click “Apply” to use those filters or “Save” to keep the list to search again later. This is also where you “Clear” your filters to see everything.
The same sort options still exist: Creation Date, Last Updated, Transaction Price, Listed Date, Expiration Date, Closing Date, Submitted for Review Date. Instead of clicking it twice to change from ascending to descending, there is now a new button for it next to the sort.
Now for the loop tiles section. The each tile represents a loop and you will notice the picture shows at the top of the tile with the “last updated” date at the bottom of the picture. Below that you will see the address or loop name. Next you will see the Transaction Type and Loop Status which both of those can be changed from the main page. The very bottom shows the “List Price”, which I don’t think is the best choice of items to be listed, because only the listing agents care about the list price. Since this is a “beta” version, there is a possibility that this could change to something else like “Sales Price” or “Contract Price”. Now to the bottom right is where you see the circle that is tied to the loop percentage and inside it you will see the “Closing Date”.
That’s pretty much it for the new look and I’m looking forward to all the new cool stuff that will be updated within the other pages when everything goes live for all!
I can be reached at CarolynTechPertise@gmail.com, by phone or text at 918-951-9020 or visit my website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.