USER MANUAL
Contents
1. Used to cancel your search for Public Tax records Add or Update Listings Return to Work Area Help Return io Menu Logout Public Records Search Results No Autofill Edit Search _ gt j Tax ID amp Address Subdivision 1503400140338 5233 HARTLAND SWE FT ROCR VILLE TWiT RES L Bs 147926 523 MARYLAND AVE ROCKVILLE TOWN Es 160600150750 aie PT REG 1 E 1604001504323 MARYLAMNO AWE ROCKVILLE TOWH After a selection has been made from the Public Records Search Results screen Keystone opens the General Input screen This is where selections are made from pop up selection fields or listing information is entered manually Use the Navigation Menu to assist with input 13 The Navigation Menu The Navigation Menu is a directory of links It expands and contracts as you click on the various links Navigation Menu General Shows the complete list of links Building Collapses the list prec Financial E d f caine fea Expands a column group o Photos Lot links Tae Contracts column group of Property Management lin ks show E M rena Community Tax Info Additional Icons As listing information is entered additional icons and buttons appear Save E Saves current data and changes made while remaining same screen Save amp Continue Saves changes made on2. Keystone USER MANUAL Real Estate in Real Time INTRODUC NON M 3 CHAPTER T EOGIN AND LOGOUT A eu ons 4 CHAPTER 2 THE PHOTO MANAGER AND PHOTO DETAILS SCREENS 5 CHAPTER 3 AGENT PREEERENGCES 5 dii N 10 CHAPTER 43 ADDING ALISTINO i i ti o ra EFE FERNER Epub FERES UTR US Reo oos 12 CHAPTERS WORK AREA cisci tenente ieee tse A pda dites E piv NA ve 15 CHAPTER G SUBMIEUNG TO THE MES iunio orit dues ptu end NEXU ER Deed PH VECES vu 16 CHAPTER SSEARCH EORCPISTPIINGS deas par RE nba On usa acdc ide Gebet 17 CHAPTER eM uS NH M 18 CHAPTER 9 ROOIIS AND ROOMS OTHER estratto 19 CHAPTER 10 SHOW ERRORS CLEAR ERRORS MESSAGES sess 20 CHAPTER EEISPEOTOSOPTIONS nov DRE gio Gia UR oiu e redire ads 21 CHAPTER TZ REMARKS Ideo ERE Spar t envoie Rv Loc nA DRE PAR 25 CHAPTER 13 FLOOR PEAN STORY HIST aceite ee aes 26 CHAPTER 14 CONTINGENCY e ap Cea ea oar 27 CHAPTER 155 28 CHAPTER ose decente alot te ruris pepe e Rege zoe Roi pea REVO FPE CER p uda cuna 29 CHAPTER IZZ JEMP OFE S Gg esi du te vd me ba dele Nada rdtelesc end Uere out 30 CHARTER 659000 sco sen Ies ES Gi erate Mosca a b quud 31 CHAPTER TOZOPEN MOUSES adeo ovde au
3. New Construction Y N No ww Vacation Y N No Enter Selling Leasing Agent ID Enter Close Date Off Market Date Enter Contract Date Date Accepted field PJ Streat Humber Street Suffix Street Name JAMES street STREET Streat Direction NORTH Unit Number Contract Date Date Accepted seling Leasing Agent ipe HBH Close Date Off Market Date Listing Date 03 31 2008 af Selling Renting Agancy O M Save Save amp Continue J _Submit to MLS J Enter Type of Selling Renting Agency Click Submit to MLS for changes to take effect ui ME 28 Chapter 16 Withdrawn Listing Agreement is no longer valid based upon unexpected circumstances 1 Retrieve the listing via the Search for Listing 2 Enter listing number click Search 3 Click the Edit icon 4 Onthe General Page change the status to Withdrn 5 Click Submit to MLS for change to take effect General Save Save amp Continue Submit te MLS Sale Rental Sale Vacation Y N Ownership FeeSmpe Water Oriented Y N No For Comp Purposes Only Y N Value Range Pricing Qu Status wrTHDRM Street Number 100 List Price Rent Price 500 000 00 Street Suffix Expiration Date 01572005 EJ Street Name MARYLAND Listing Ex Fight Street Type AVENUE Listing Agent IDs g street Direction MRIS1 Basement Yee 4 Unit Number Farm Y N No Close Date Off Market D
4. 33 Chapter 20 Tax Info page Autofill If Autofill from the tax record did not occur in the beginning of the listing from the Search the Tax Records screen the Tax Info page can be now used to access the Tax Record to Autofill 1 Navigate to the Tax Info page in the listing 2 Click the blue box icon to the right of the Tax ID field Tax Info Tax D Number 3 Type the street number and street name click Search Although the Tax ID field appears as a required field at this point only the street number and street name is necessary to find the tax record You could just use the Tax ID if known Loeckup Search Tor Tax ID Kumbor Cancel J Tax To 2 E ee House w Linit Street Subdniign 1 4 Lookup Search for Tax ID Number screen you will see all of the matches the system has found for 100 Maryland Lookup Search for Tax IT Mamber Cancel Edit Search Tax ID 4 Adress E i ni 100 AWE RDOCEWILLE TOAN A Z 2 100 MARYLAND AWE ROCKVILLE TOAN Ja 5 Click the blue Tax Id to select that tax record That Tax record information will now be brought into the listing 34 Chapter 21 Entering Comps into Keystone When you are the Buyer Agent on a listing that was not entered into the MLS such as For Sale by Owner FSBO you now can enter that listing into Keystone Click Add Listing Search the Public Record by the str
5. Enterthe listing number click Search 3 Click the Edit icon next to the listing to update 4 Onthe General screen change the Status to Sold General Save Save amp Continue Submitto MLS J amp ale Rental Sale Street Hama MARNLAND Ownership Fee Simple Street AVENUE For Comp Purposes Only Y N Street Dnrechon Staus SOLD Unit Number List Price Rent Price 359 000 00 Contract Date Dete Accepted HA Expiration Date 06152006 3 Loan Type 151 Trust Bm Listing Excl ight Loan Amount 1st Trust Listing Agent ID g ER Loan Type 2nd Trust w MRISL E Easement Y N Loan Amount 2nd Trust Farm Y N Parking Ind with sold Prics HOA Y N Seller Subsidy NEM New Construction Na Seling Leesng Agent Vacation Y N Ho Close Date Off Market Date g PEPE EJ Water Oriented Y N Listing Date 04 04 2006 value Range Fricing ihc Sold Rented Price oo Street Humber 100 Type of Salling Renting Street Suffix n Save 5ave amp Continue Submit te MLS 5 Enter Contract Date Date Accepted field 6 Enter Loan Type 1st Trust 7 Enter Loan Amount 1st Trust 8 Enter Parking Incl with Sold Price 9 Enter Seller Subsidy 10 Enter Selling Leasing Agent ID 11 Enter Sold Rented Price 12 Enter Type of Selling Renting Agency 13 Click Submit to MLS for changes to take effect 31 Chapter 19 Open Houses Once a listin
6. Home Inspection amp r Radon Frelim Lender Letter LE qu 3rd Paty Approval Dacumsrt Revier ERES Gift Lattar NEN Coop Brard Approval LE z Other B E Faasibility Study E X Taking Backups 1 Home Sale Zoning Appr Save Seve Continue _ Submit to MLS 7 Enterthe Expiration Date for any of the listing s contingencies More than one contingency can appear in a listing If you enter the Expiration Date Kickout Hours must also be filled in for that contingency 27 Chapter 15 Contract When the listing has a ratified contract the listing agent must change the status of their listing to Contract and complete the other mandatory fields within 48 hours excluding weekends and holidays in Keystone 1 Retrieve the listing using the Search for Listings button 2 Enterthe listing number click Search 3 Click the Edit icon next to the listing in the Search Results screen 4 Onthe General page change the Status to Contract General Save Save amp Continue Submitto MLS amp ale Rantal Water Oriented Y N Ho ownership Fae Simple v value Range Pridng Hu For Comp Purposes Only Y N o Status e List Price Rent Price 125 000 00 Expiration Dabe ps ps2006 EJ Listing Excl Agancy 4 7777 Listing Agent IDs o maag MRIS1 E Basement Y N Yes Farm Y N No ww HOA Y N Ho
7. the listing agent is to update that listing in Keystone 1 Retrieve the listing via the Search for Listings in Keystone Click the Edit icon next to the listing to update with the contingency the example below is for CNTG KO contingency with a kick out 3 Click Status box open select type of contingency The screen will refresh as follows Add or Update Listings Hxturn o Work Area Help Res HOPI So 100 MARTLAND AVE Residential Havigation Mem General Save Soave Comtinue x Vacation T N E Ownership Fee spe Water Oriented Y N ra Ppa For Comp Purposes Only Wh vsus Range Fricing rm Status Strat Humbar E Participants Link Price 5560 00 09 ret Sufi E Pmparty Expiration curs D Street Nara Listing E x Skreet VEMLE E Listing Apert Street Direction a EF Baza mart Yan Unit Mumba HOA YJM ns Listing Date 04 03 2006 New Construction Wri Save Seve amp Continue j 5 New mandatory fields appear such as Contract Date Date Accepted enter in the date manually or by using the calendar link 6 Click Save amp Continue to the Type of Contingency screen Of Contiagency Save Save Continue Submit to MLS J Expiration Data Wickout Houra
8. Tour submitted by a Vendor click the trash can icon If deleted only the authorized vendor can resubmit that tour 8 Click Submit to MLS for your changes to take effect To Change the order of the Virtual Tours through the Tour Details Screen Retrieve the listing via the Search for Listings in Keystone Click the Edit icon for the listing Expand the Navigation Menu In the Navigation Menu Click on the Virtual Tour you wish to edit E o oam Add or Update Listings MC52237136 8117 BRUCAR CT Residential Navigation Menu Circlepix com General http f vivi circlenix com home 72 36 YRAZ Building Virtual Tour Sequence f Financial Virtual Tour vendor Circlepix com 1 fisting Virtual Taur URL PIT Contract Info Open House Photos E Virtual Tours O http vieh mris cam Als ITE Remarks IE Lot Particinamis Property ndicates a mandatory 23 The Virtual Tour Sequence field can be edited to the sequence you wish it to be There can be no duplicates within the total tours in the listing For instance two tours for one listing cannot have the value of 1 for both It must be sequential So if you are changing the order of the Virtual Tours on your listing both tours must have the sequence number changed The View link can be used to view the tour Click Submit to MLS for your changes to take effect 24 Chapter 12 Remarks General Remarks and Internet Remarks are mandatory fields for
9. Update Listings Click Search for Listings Enter in MLS or Listing Agent ID field for all your listings Click Search Locate listing to be updated Click blue edit icon to bring up the listing On the General input screen change the status or other fields Note After changing some fields other mandatory fields may appear on the General input screen for data entry or on subsequent screens When finished click the Submit to MLS button If additional help is needed please refer to previous chapters of this guide for more assistance or contact Tech Support at 301 838 7200 888 838 8200 or helpdesk mris net Online tutorials are also available at http www mris com tutorials 36
10. i Rooms Other of LL Ful Baths 0 Totel Shed rose 4 Limit 2 c Full Saths 0 Total Full Seths 1 Baum of UL Ful Baths 1 Total Este 1 E Listing 2 cf Batha 0 Clicking the Show Errors button will display the explanation of the error and the instruction enter alternative wording This means that what was originally typed in the field violated Fair Housing Regulations or one of the business rules of the MLS The field which contains the wording is noted at the bottom in the example below the error occurred in the Internet Remarks section of the listing Clicking Clear Errors will bring you to that page for that error Click the Show Original Block to return to that screen that has the error Save Save Continue MES WORDING YOU ENTEREPPRITO THE FIELD INTERNET REMARKS MAY INTERPRETED AS A VIO HOUSE Teti HASAT IONS PLEASE ENTER ALTERNATIVE WORDING TO PLOOM Show rsginal flock ClemrErrours Sore Save Conimum Submit in MES Once all errors have been corrected click Submit to MLS to submit the listing 20 Chapter 11 Photo Options The Photo Options page has several fields to complete Photo Option Use Existing Photo Y N and the ability to view the existing photo Photos Photo Option Listar Wil Upload s Use Existing Photo Y N a LR em Extenor Main Photo u iie dne Tg Media vendor Name
11. the current screen and advances the next screen or you can advance to the next page by clicking directly on the page links Submit to MLS Submits listing to the MLS and generates an MLS number This can only happen after all mandatory fields have been entered If any mandatory fields are incomplete or contain inconsistent information Keystone returns to those fields in order to make necessary corrections and or additions If you have failed to enter criteria in a mandatory field Keystone informs which field is missing or has incorrect data It will automatically move to the screen where the field with the error is located Indicates a required field with missing or inaccurate data Opens Calendar from which a date can be selected Opens a Pick List or Lookup window ndicates a mandatory It 15 recommended that the listing agent be as thorough as possible and strives to enter complete listing information This results in more accurate searches rendering better service for the Seller 14 Chapter 5 Work Area The Work Area is a secure storage space in which existing listings can be edited new listings can be created and pre listings listings which have not yet been assigned an MLS number can be placed on hold temporarily until ready to complete and Submit to MLS When adding a pre listing there are two weeks in which the pre listing can be stored before completion of the input process However when editing an existing
12. ER OPTIONAL ADDRESS FIELDS When searching by street Name do NOT include a Street Type such as street court drive ave etc Street Name searches by the street s name ONLY When Ie Tor text use an asterisk as Wildcard finds oakton cakwood oak etc SECTION 2 ADDRESS 1 OCATION House Urit Street Hame Subdivision There are two fields which can be used for the search of public tax records The Tax ID Number field or the Street Name field can be used to generate a search for the public tax record of a listing If you choose to use the Street Name to conduct your search do NOT include street type An asterisk can be entered as a wildcard in any search field The Search button locates the Public Record information The Clear Criteria button deletes information entered manually The Cancel button returns to the previous screen 12 Once a Search has been performed the Public Records Search Results screen appears The Autofill icon automatically populates many of the Public Record Fields and takes Keystone to its Listing Entry screens When a Public Record is found that matches the listing being entered this icon should be clicked 0 Autofll J Used to continue manual input of Listing data and used only when a Public Record cannot be found gun Allows for revision of the Public Records Search criteria E Used to navigate to the next page of Public Tax Records Cancel j
13. Listing Agent it is your responsibility to ensure your listings are compliant Failure to comply will result in MRIS Quality Control fines and potential litigation from enforcing agencies For more information refer to the MRIS website or visit The Equal Rights Center The Equal Rights Center is a non profit civil rights organization dedicated to identifying challenging eliminating discrimination in housing employment and public accommodations through education research testing counseling enforcement and advocacy O Main Menu L1 Add or Update Listings 1 L1 Agent Preferences L1 Upload Photos for your Listings The main menu consists of three choices Add or Update Listings Agent Preferences and Upload Photos for your Listings Chapter 2 The Photo Manager and Photo Details screens In order to upload photos for a listing you must first submit the listing to the MLS You can upload a maximum of 30 photos per listing at no additional charge Once you have successfully submitted the listing to the MLS and the listing has an MLS number the Photo Manager link will appear in the Keystone navigation menu on the left side of the screen Clicking on the Photo Manager will bring up the Photo Manager screen as shown below Add or Update Listings Retunn to Work Area Help Aeturnio Mesam Logout 204567 123 Min Street Residential Sevigetion Menu Phore Manager Save J 5ave Continue Submitte MES Cot r
14. Photo Options There are four different photo options Two of the options indicate you want Virtual Imaging Corporation VIC to take the photo for your listing The other two options indicate either you will enter the photos for the listing or no photo is desired You cannot change this option after submitting your listing to the system Make sure you choose the correct option Lister will Upload All Choose this option if you would like to upload your own photos for your listing When you select this option you are indicating that you will use UpShot to upload your photos No Photo Per Seller Choose this option only if you are sure that you do not want a photo to appear on the listing If you choose this option and then change your mind after submitting the listing VIC can still take the photo for you but you will be charged for the service VIC Ext Interior or Virtual Choose this option when you want VIC to handle all of your photo needs They will do any of the following take the main exterior photo take additional still photos of the interior exterior or take a virtual tour of your listing If you choose this option you must contact VIC in order to let them know specifically what you would like them to do VIC Exterior only Choose this option if you want VIC to take only the Exterior Main photo Photos Photo Option user wil Upload gt Use Existing Photo Y N ue Exterior Main Fhoto view Media Vendo
15. Save Sort button if you want to save the new photo order d Ifyou do not want to save the new photo order click the Cancel Sort button e Your changes will be canceled and the photos will go back to their original order MEI Son 6 Save Sort button after you have clicked the Save Sort button and finished moving your photos click the Save Sort button to save the new sort order for the photos After you click the Save Sort button the Save Sort and Cancel Sort buttons will be replaced by the Sort Photos button The new photo order is saved to the database when you click the Save Sort button 7 Cancel Sort button if after clicking the Save Sort button and moving the photos you gs cones decide that you do not want to save your changes click the Cancel Sort button Your MEE changes will be canceled and the photos will go back to the original order After you click the Cancel Sort button the Cancel Sort and Save Sort buttons will be replaced by the Sort Photos button Help 8 Help button clicking on the Help button on the Photo A Bec Manager screen will bring up a pop up window that contains instructions on how to use the following buttons on the Photo Manager screen Upload New Photo Edit Photo Delete Photo and Sort Photos You can keep the Help window open while you continue to work on uploading and editing photos The Photo Details Screen This section describes the functionality of each item on the Photo Details page 1 Th
16. all listings Farm Remarks only appear when Farm Yes is indicated on the General page of the listing General Remarks Agent to Agent information including special commission format special showing instructions contacts or phone numbers excluded prospects virtual tours broker or agent URLs and email addresses Foreclosures or auctions may reference third party URLs HUD VA where contracts must be registered Lockbox codes and security information is permitted with Seller approval General Remarks CANNOT exceed 400 characters Internet Remarks These remarks will appear on Internet sites and appear on all Customer Reports Do not reference commissions showing contacts or instructions broker or agent names email addresses or URLs or third party URLs security alarm or lockbox codes Internet Remarks CANNOT exceed 400 characters Farm Remarks Agent to Agent information including special commission format special showing instructions contacts or phone numbers excluded prospects virtual tours broker or agent URLs and email addresses Foreclosures or auctions may reference third party URLs HUD VA where contracts must be registered Lockbox codes and security information is permitted with Seller approval Farm Remarks CANNOT exceed 400 characters Remarks nternet aJ NOTE 9 This icon indicates there is Field Help Clicking this icon will help you determine what can entered into this field All th
17. ate 04 07 2006 HOA Y N Listing Date Od 04 2006 New Construction Y N Ms Save J Save amp Continue J Submit to MLS J 29 Chapter 17 Temp Off Listing is temporarily unavailable to show Do not leave a listing in this status for more than 15 days 1 Retrieve the listing via the Search for Listing 2 Enter MLS Click Search 3 Click the Edit icon to select the listing 4 Onthe General Screen change the status to Temp Off 5 Click Submit to MLS for the change to take effect General Save Save amp Continue Submit to MLS Sale Rental Vacation Y N Ownership Fee Simple Water Oriented Y N For Comp Purposes Only Value Range Pricing No Status Street Number 100 List Price Rent Price 363 000 00 Street Suffix Expiration Data 06152006 E Straat Nama MARYLAND Listing Excl Fight Street Type AVENUE a Listing Agent 102 u Street Direction A Basement Y N Yes v Unit Number Farm Y N Close Date Of Market Date 02 07 2005 HOA Y N Wes Listing Date 04 04 2006 New Construction Y N Save Save 8 Continue Submit MLS 30 Chapter 18 Sold Settlement has occurred The listing agent must change the status to Sold within 48 hours excluding weekends and holidays from the settlement date 1 Retrieve the listing via the Search for Listings 2
18. ces to take effect 11 Chapter 4 Adding a Listing From the Keystone Work Area click the Add Listing button to begin entering a new listing The Add Listing screen requires selection of a Property Type State amp County Each of these labels has a red asterisk alongside of it indicating it is a mandatory field Once selections have been made the Continue button directs Keystone to a Public Record search Add or Update Listing EE Work Area Help Retumto Men Logout Add Listing Continue Cancel j Stare Countv Hasse palaci Stata It is required to add a Public Record to all listings when possible The following search can save time by automatically populating certain fields when Public Records are found Add or Update Listings Return to Work Area Help Return to Mena Logout Search Public Records Search Clear Criteria J _ Cancel t Indicates mandatory search field Tou must search using at least ONE of these mandatory fields Tt 15 NOT necessary to search by both Tax ID and Street None Search by Tax ID section 1 Tax OR Search by Address section 2 Address Location Hint If you have difficulty finding the public record try using the Tax search im Matrix SECTION 1 ID You may SEARCH HERE USING TAX ID ONLY PropertyType eee ches rit and State mO County MONTGOMERY Tax ID OR You may SEARCH HERE USING STREET NAME AND OTH
19. e image well the blue box on the Photo Details screen where uploaded images are displayed There is also an Upload a New Photo button in the center of the image well that brings up a file browser box when you click on it The file browser box allows you to browse your computer for a photo to upload 2 Browse clicking on this button brings up a file browser box which allows you to IA Browse browse your computer for photos to BE upload 4 Previous Photo 3 Previous Photo this button is only active after you have uploaded more um than one photo for a listing and the second or third photo is currently being displayed on the Photo Details screen The Previous Photo button allows you to load the previous photo for that listing into the image well on the Photo Details screen The following file types are accepted JPG e e e PNG e TIF e TIFF e JPEG 4 The Next Photo button is only active after you have uploaded more than one photo for a listing and the first photo is currently being displayed on Next Photo 5 the Photo Details screen The Next Photo button allows you to load the next photo for that listing into the image well on the Photo Details screen 5 Scene Code the Main Exterior photo must be the Fra emnt ner first photo that you upload for each listing When you upload the first photo for a listing Exterior Main will be the only scene code that you are able to select For
20. each subsequent photo only scene codes that have not been used for that listing will appear in the Scene Code pick list and the pick list will default to the option Select Scene Code Once you save a scene code selection you will not be able to change it later aptinn 6 Caption the caption field allows you to enter your own caption for each photo There is a limit of 50 characters The same restrictions that apply Fo to the Public Remarks field also apply to the Caption field to prevent the use of words or phrases that are Fair Housing violations 7 Description this field allows you to enter descriptive text for each photo There is a limit of 200 characters The same restrictions that apply to the Public Remarks field also Description apply to the Description field to prevent the use of words or phrases that are Fair Housing violations 8 Crop when you have a photo the image well clicking this button will display the Crop tool You can crop the photo by clicking and dragging the red handles of the Crop tool When you have finished positioning the Crop tool click the Crop button a second time to crop the photo Only the portion of the photo inside of the Crop tool will remain 7 Rotate 9 Rotate when you have an image in the image well you can rotate the photo 90 degrees clockwise by clicking on the Rotate button You can rotate the photo 90 degrees counter clockwise by holding down the Shift key and clickin
21. eet number and street name click Search Select the Autofill icon next to the address for the listing Enter Sale Rental as Sale Enter in the field For Comp Purposes Only Y N as Yes from the selection box General Eale Rental Sale Ownership i For Comp Purposes Only WN Yes Status l a Net List Price Rent Price Expiration D ate Listing Listing Agent 102 Basement Y N Farm Y N HOA Y N 6 Underthe Status field the only choice is SOLD Select SOLD 7 Enter in all other required fields 8 Click Submit to MLS 35 Chapter 22 Click by Click Reference 9 Steps for Entering a Listing E RE X Open your browser and go to http keystone mris com Enter your MRIS User ID amp Password and click Login Click Add or Update Listings Click the Add Listings button Select the Property Type State and County Then click the Continue button Input the Street Name or Tax Id Then click the Search button Click the Auto Fill Icon that corresponds to the property or click the No Autofill button if there is not a public record available Fill in all the fields for your listing and click the Save amp Continue button to move from screen to screen When finished click the Submit to MLS button to get a MLS H 10 Steps for editing a listing for status or other changes 2 Se Se a Log into Keystone with MRIS user ID amp password click Login Click Add or
22. et Fail Bl Finacial B Listen T s Upload Phabe Contract Infa PT d Photo Options Upload a Maniga Reraarks House E ipt Particinant Property The Photo Manager Screen This section will describe each item on the Photo Manager Screen Upload Photo 1 Upload a New Photo clicking on this button brings up the Photo Details screen where you can upload and edit a photo Once you have uploaded 30 photos this button will be disabled 2 Upload Photo button clicking on this button brings up the Photo Details screen where you can upload and edit a photo Once you have uploaded 30 photos this button will be disabled he Edit Photo 3 Edit Photo to use this button you must first select a photo thumbnail on the i ue Photo Manager screen that you want to edit Once you have selected a photo thumbnail click on the Edit Photo button This will bring up Photo Details screen The photo that you selected to edit will be displayed in the image well You can then edit the Caption or Description or use the Crop or Rotate functions to edit the photo zaf upload Photo 4 Delete Photo to use this button you must first select one or more thumbnails of photos that you want to delete you can select multiple 20 Delete Photo thumbnails by holding down the Control key on your keyboard Once O ca you have selected one or more photos to delete click the Delete Photo b
23. g has been submitted Open House information may be entered into the listing More than one Open House may be entered at a time Retrieve the listing via the Search for Listings in Keystone Enter the listing number click Search Click the Edit icon next to the listing in the Search Results screen Expand the Navigation Menu by clicking the Expand All icon P dece i ues Click Open House link in the Navigation Menu Navigation Menu P General 3 Building Features Foar Fhan Measurements Other Structures Raams Rooms Other unit utilities Financial Fea Investment Mortgage d Listing Contract Info Photos Remarks Add Open House Save Continue _ submit to MLS Open House Begins Open House Close Access Open Howse Agent It No data found 6 Click Add Open House button on the top right 70000123041 Open House Bagins 565 E Open House Clase ao Ej Remarks Access Open House Access nfo Open House House Agant ID e l ga 7 Both the Open House Begins and Open House Close fields need to have a date and time as mandatory information Click the look up icon to view the calendar time 32 10 11 12 13 14 15 16 The Calendar appears The listing agent clicks on the date for the scheduled Open House Use the single blue arrow to the right of the word Calendar to move the Calendar up by month until you reach the correct m
24. g on the Rotate button There is no limit to how many times you can click the Rotate button 10 11 12 13 E Unda Undo this button only applies to changes made to the photo using the Crop and Rotate buttons that have not been saved by clicking the Save For example if you crop photo but don t like the way it looks you can click the Undo button and the changes will be canceled Once you have clicked Save you cannot use the Undo button The Undo button allows you to undo the last 10 unsaved changes you have made to the photo limited to changes made with the Crop and Rotate buttons Save click the Save button after you are finished making changes to the photo and the Scene Code Caption and Description After you click the Save button you will see a confirmation message in red text on the right side of the screen that reads EH Save Your changes have been saved to the MLS database This means that the photo Scene Code Caption and Description have already been saved to the database You will then see a blank Photo Details screen You can either continue uploading photos or click the Photo Manager button to return to the Photo Manager screen Help clicking this button brings up a pop up window that contains instructions for the following Previous Photo Next Photo Scene Code Help Caption Description Crop Rotate Save and Return to Photo Manager You can leave this window open as you co
25. ing the Search for Listings button can be used to find the listing for editing 16 Chapter 7 Search for Listings Periodically you may need to retrieve a listing in order to update or edit it From the Work Area click the Search for Listings button You can retrieve a single listing by entering in the MLS in the listing field Also you can retrieve a complete list of your listings by entering your MRIS ID in the Listing Agent ID field and click the Search button This brings you to the Listing Search Results screen Add or Update Listings Retum to Vork Area Help Return to Mena Logman Listing Search Results Primt Report Edit Search J Cancel j ML List Date Agent Shreet Streel Name Unit List Price Exp Date Status Prop Type Ge Mc o002s5 D4 D4 2006 7772 B35 MARYLAND 650 000 00 06 0172006 ACTIVE Rasidartial Once you have entered multiple listings columns in the listing search results screen can be sorted clicking on the column headings The Edit and Print Icons appear on the screen If the Edit icon is missing it means someone has the listing checked out Click Return to Work Area to see if the listing is in your Work Area LT The Edit icon allows you to make updates changes to a listing once you have a MLS Y Copy to New Listing icon allows you to copy appropriate data from an existing listing into your New Listing This can be very useful for New Construction Multi Family or Lot Land
26. ing is considered to be NEW there are two weeks in which to complete data input and submit it to the system by clicking Submit to MLS Edit Date Indicates when the listing was last edited and saved to the Work Area ML amp List Date will not be finalized until the listing has been submitted to the MLS system by clicking the Submit to MLS button The Edit icon takes Keystone to the General editing screen The Print Report icon is used to print a listing report The Delete from Work Area icon deletes the listing from the Work Area It will give warning and ask for confirmation Existing listings cannot be deleted from the system However updates to existing listings can be deleted all changes are deleted and pre listings can be permanently removed 15 Chapter 6 Submitting to the MLS Once all the fields have been completed clicking the Submit to MLS will generate an MLS number If all required fields have not been entered Keystone will return to the screen containing the field in need of completion After entering all required information clicking the Submit to MLS button will generate a confirmation screen and the new MLS Number Once an MLS Number has been generated the screen will show Add Update Listings Listing MC6000472 has been submitted to the MLS Work Area Listings The pre listing is removed from the Work Area upon successful submission to the MLS If it is necessary to edit the list
27. listing there is only one hour in which the edited listing can be stored before completion of the necessary changes Should any changes be saved to a pre listing or an edited listing stored in the work area the timer will re set When editing listings in Keystone be sure to click the Submit to MLS button when ready to submit those changes to the MLS If Save or Save amp Continue is clicked listings will not be submitted to the system but Will be saved in Keystone s Work Area instead The Mode column indicates the status of listings in the Work Area UPD Indicates an existing listing is being updated Such a listing has been retrieved from the system by clicking Search for Listings Updates must be completed within one hour Otherwise the listing will be deleted from the Work Area and returned to the system without any changes The one hour rule ensures that office associates will not be denied access to the listing for a prolonged period NEW Indicates a pre listing Data input must be completed within two weeks To place a pre listing on hold click the Save or Save amp Continue buttons when entering the listing The listing agent can come back and continue the input process anytime within the next two weeks If the two week period is exceeded the pre listing will be deleted from the Work Area and none of its prior data input will be saved CPY Indicates data from an existing listing is being copied into a NEW listing Since the list
28. listings which often share identical data Print Repat Allows you to print a summary report just as you would click on the print icon B concor Allows you to edit the Listing Search criteria Cancel m Cancels your search and takes you back to your Work Area If you click the Save or Save amp Continue button your edits will be saved in your Work Area only You must click the Submit to MLS button to submit the changes to the system 17 Chapter 8 Input Tips While entering listings with Keystone be sure to click the Save or Save amp Continue button often That way if an emergency or interruption arises your work will be saved up until that point If you accidentally close your browser get disconnected or logout the system automatically saves the information from the last screen you were working on When you change the status of a listing to reflect that the listing has been Sold additional fields become mandatory Each of these fields requires information relating to the closing of the listing Fields such as Closing Loan amount and Closing Date become mandatory fields when the status is changed to Sold Remember to Submit to MLS so that the changes take effect Do not leave listings in the Work Area once a change is made always Submit to MLS when updated When you are selecting who will be responsible for taking photos other than VIC Virtual Imaging Corporation select Lister will upload all Use Upshot to enter your ow
29. n photos or use the Knowledgebase to select one of the MRIS approved vendors to take photos or virtual tour s To find the Knowledgebase log into www mris com homepage enter user ID and password click GO under Customer Links on the right side click Knowledgebase KB in the Keyword box type in Virtual click GO click the blue link for the article KB Virtual Tour Vendor Information scroll down the page to find all of the MRIS approved vendors and their contact SE E phone numbers 18 Chapter 9 Rooms and Rooms Other The Rooms and Rooms Other screens allow for the user to enter the rooms that are in the house None of these fields are required The Rooms screen allows for the listing agent to indicate if a room exists select Yes from the pull down box Leaving that field blank implies that the room does not exist If desired Select Level Flooring Fireplace Type Length and Width in round numbers inches is not allowed If you enter information in any of these fields Level Flooring Fireplace Type Length and Width please make sure you fill in Exists Y N as Yes otherwise all of the data to the right of that field will be blanked out on the listing when submitted Save Save amp Continue 5ubmit to MLS Fireplace Type Barkoom agter Bedeoom Haster 2 Emirom Bedeoom Second Backoom Third Rooms Other screen allows for the listing agent to indicate if a room exists in the listing such as a great r
30. ntinue to work on the Photo Details screen Photo Manager clicking this button will take you back the Photo 3 Phote Manager J Manager screen If you have made any changes that have not been saved a pop up window will appear that reads Do you want to save your changes If you click Yes your changes will be saved and you will be taken to the Photo Manager screen If you click No your changes will be canceled and you will be taken to the Photo Manager screen Chapter 3 Agent Preferences Agent Preferences allows a listing agent to set fields in Keystone to a default starting point A listing agent can preset the pop up preference throughout the listing screens A default Property Type State and County can be preset to those most often used by the listing agent Each time a listing agent logs into Keystone and enters a New Listing these three fields will auto populate with the default information saving time and effort For searches used when searching within Keystone for specific listings to edit a Default Agent and default status can also be pre selected Once in a listing any of the defaults can be changed as needed To change preferences at any time repeat the steps shown below to set a new default From the Keystone Main Menu 1 Click the link Agent Preferences El Main Menu O add or Update Listings O Agent Preferences r1 Upload Photos for your listings Agent Preferences Retum to Mena Logout Please mo
31. onth The double blue arrows will move the calendar up by the year To move back by month use the single blue arrow to the left of the word Calendar the double blue arrows will move back by the year Click on the date to select http train mris com Cal 8 m 4 to select April 2006 lt Calendar gt gt gt EIS Ec RB EO B B e nj lha fhe 1 5 px ps ps props m p b e E B today 04 05 2006 00 00 00 feos ool On the lower section of the Calendar is a red OK with several time picklist boxes to the right The listing agent should click into the first box to select the hour for the beginning time of the Open House then select the other boxes for minutes and seconds if desired Click the Red OK box to complete this step Continue to the Open House Close field to use the Calendar to indicate the Open House ending date and time by repeating steps 8 10 Enter Remarks for the Open House Enter Access Type from the pick list Enter Open House Type as Broker or Public Enter Open House Agent Id Click Submit to MLS for your changes to take effect After submission to the MLS the listing can be retrieved and the Navigation Menu will now list all the Open Houses that have been entered Clicking the date and time link in the Navigation Menu will take the listing agent to that page to review or change the information on an Open House IH Open House O 2006 04 09 10 30 00
32. oom laundry room professional office game exercise room etc This entry screen only has the field to indicate if the room exists Leaving this field blank implies No You do not have to enter in No if there are no other rooms in the house to be a part of the listing Rooms Other Exicts WN 2 Marter BE znd Stry Fam Crerik 2nd Stry Fam Attic Finished Abtia Unfinished Den stdyw Lib Efficiency CAdeibianal End Glass Proh Family Room Florida Sun Am Gama Ewar Fm Great Room In LzewjimuPsirrzre el l ie Lauridrg BR Lvl 19 Chapter 10 Show Errors Clear Errors messages For some fields an error may generate a Show Errors option The error message on the top of the page will say Listing Update Errors Please click the Show Errors button to view items to be fixed before submitting the listing Add Uplate Listings iD sr li A Listing Update Errors Please chck on the Show Errors button to view items to be fixed before submitting the listing New Listing 100 MARYLAND AVENUE Recimentkal Navigation Meng Floor Flan Show Errors 5 amp Continue General Buiiding Story List KJ Lower 1 Upper 1 P Saf Main Halls Fostures of Li Bedroom 1 of Ui Half Batha 1 ae cf p Interior Skyla io E Other Strectures of UL Bedrooms 3 Main Entrance E Rcs
33. ors go to www mris com webpage to view the current vendors But once a Virtual Tour has been added to a listing the listing agent can view or change the order of how the photos and virtual tours are viewed For example my listing has the twenty photos added through Upshot My listing also has a video virtual tour added by one of the authorized vendors would like to have the video virtual tour as the first one to be viewed when the Virtual Tour icon is clicked in Matrix or by clients in emails can use Keystone to change to order of what appears as the first virtual tour To View Virtual Tours Retrieve the listing via the Search for Listings link in Keystone Click the Edit icon for the listing Expand the Navigation Menu po cp p In the Navigation Menu click Virtual Tours 22 Add Update Liste Fielma Werk Been BEI Meier be Bere SIE ea Le OT CT Navigation Mena i 1 te LJ General oP Tour Spija Vitas Tor Wn giri Tear V eo t run D oficina i L ram Lung tele 1 Open dece uet re TNTE mimaa i LXX ir 5 Locate in the Virtual Tour Vendor column the tour listed as number 1 This virtual tour will be the first virtual tour shown when clicking the virtual tour icon in Matrix or on emails 6 Click the View link under the Virtual Tour URL to view this tour 7 Todelete the Virtual
34. r Name Use the Existing Photo Y N if a photo is available from the Tax Record you can decide to use that photo in your listing by clicking Yes in the pull down list Click the View link under Exterior Main Photo to see that 21 photo If you decide to replace that photo select No under the Use Existing Photo Y N Use Upshot once your listing has been submitted to attach the photos of your choice to your listing Upshot can be used in the future to swap out any photos on your listing at a later date If you select Existing Photo NO the following message will appear when you click Submit to MLS Please read the message and click Accept to continue Click Submit to MLS to complete the listing entry You also have the option to click Yes instead to keep the photo brought in from the tax record Click Submit to MLS in either case Warning BY CHOOSING HO TO USE EXISTING PHOTO THE EXISTING PHOTO WILL BE PERMANENTLY zz REMOVED THERE 15 NO UNDO AVATILABI E TO ADD A NEW PHOTO AT A LATER TIME USE UPSHOT KEEP THE EXISTING PHOTO CHANGE THE CHOICE BELOW TO ES 00 MARY LAND AVENUE Residential Emu Photius Seve Save Comtimue to HLS Photo Opten me A x al Lima Exiting Phoe vU ui Em Ente Fhoba tah ato a Heda verdar Kame Sere Continue to MLS Virtual Tours Virtual Tours must be added to a listing by the Virtual Tour Vend
35. roughout Keystone you will find these Field Help icons 25 Chapter 13 Floor Plan Story List The Story List mandatory field allows the listing agent to indicate the floor plan of the listing Selections include Lower 2 Lower 1 Main Upper 1 and Upper 2 The listing agent should check just the levels in their listing from the Story List Floor Plan Story List Interior Style 4 Main Entrance 1 Click the blue box icon next to Story List Select the levels for your listing the up screen Select one ar mone opto fer Story List Galet Camcel Lower 1 Upper t Lower 2 Upper 2 le 2 Click Select Floor Plan Save Save amp Continue Story List Lower 1 Main Upper 1 98 of Main Baths of L1 Bedrooms n of UL Half Baths of Main Bedrooms 4 Interior Style e EI amp of UL Bedrooms 4 Main Entrance El of L1 Full Baths Total Bedrooms 4 of Main Full 4 Total Full Baths i of UL Full Baths 1 Total Half Baths i of L1 Half Bathe Save Save amp Continue 3 The screen will refresh with the fields for each selected level and the number of Bedrooms Full Baths and Half Baths They will default to all zero Click in each field to enter in the correct number of Bedrooms Full Baths and Half Baths for each level 26 Chapter 14 Contingency When a Contingency contract with a kick out or without a kick out is signed
36. tas dde 32 CHAPTER TAXANEO PAGE AUTOFIL Eoi t urat PEOR OS Oc IR RIA EE 34 CHAPTER ZI ENTERING COMPS INTO KEYSTONE rom on do a e ees 35 CHAPTER Z CLICK BY CLICK REFERENCE iih e Se PEE a cH Pda deat ev 36 INTRODUCTION Welcome to MRIS and your new MLS The professional real estate tools that make up the MLS are Matrix and Keystone Keystone is the tool used to enter listing information Matrix is where you will search save print and email listings This guide is to help you navigate through Keystone and take full advantage of all that is available to help you with your business If you ever have any questions or are in need of assistance our Support Center is ready to help Online Chat Monday Friday 9 00 AM to 9 00 PM Saturday Sunday 9 00 AM to 5 00 PM Support Center Hours Call Center Monday Friday 8 30 AM to 6 30 PM Saturday Sunday 9 00 AM to 5 00 PM Phone 301 838 7200 Toll Free 888 838 8200 Fax 301 838 7171 Email helpdesk mris net Chapter 1 Login and Logout Logging In Don t have MRIS credentials To access Keystone visit http keystone mris com Visit the Join MRIS section Log in using MRIS User ID Pin and Password on Logging out ee To log out simply click on the Logout Tab There is no prompt to save your work nor is there a dialog asking for confirmation Be sure to save any searches you are
37. te after clicking Save you must log out for your preferences to take effect Save Agent ID 191 Should lock up data be shown in a pop up browser window Pi v Property Type i Defsuk Stabe Defaut County Defaut Aganit Saari Defaut Status Search 2 OPTIONAL Select pop up preferences Selecting yes allows multi value options boxes to pop up as smaller pop up screens This can sometimes create a problem if pop up blocking software is installed and enabled f that is the case the pop up blocking software must be set to be disabled within Keystone or the pop up setting in Agent Preferences should be left at its default setting or set to no Selecting no allows the multi value options boxes to pop up as a full screen and is the default and recommended setting 3 Select a default Property Type Residential Lot Land Commercial or Multi Family 4 Select a default State and a default County 5 Forsearches select a Default Agent and Default Status if desired 10 6 7 Note New listings will start with the default Property Type State and County settings Keystone searches for listings to edit will start with the default agent and status settings For any given new listing or Keystone search defaults can be over ridden Defaults can be changed at any time Click Save in top right corner of Agent Preferences screen Log out of Keystone and Log back into Keystone for preferen
38. utton A pop up window will appear that says You are about the delete the selected photo s Are you sure If you click No then the action will be canceled and the selected photo s will not be deleted If you click Yes the selected photos will be permanently deleted Note You cannot delete the Exterior Main photo but you can edit that photo and replace the photo by simply clicking on the Browse button under Choose Photo to Replace Current Photo Once you save your changes the new main exterior photo will be saved to the database 719 Sort Photos 5 Sort Photos you must upload 2 or more photos for a listing to use es this button When you upload photos for a listing they will automatically appear in the order that you uploaded them example Main Exterior first foyer second living room third etc If you decide that you want to change the order in which the photos appear follow these steps a Click the Sort Photos button The Sort Photos button will be replaced by two smaller buttons Save Sort and Cancel Sort Instructions will be displayed on the right side of the screen in red text which state When sorting the photo order is from left to right top to bottom b Click and drag the photos to change the order in which they appear When you drag a photo into position a vertical black cursor will indicate where the photo will be placed when you release the mouse button c Once you are finished moving the photos click the
39. working on before logging out Note For security reasons when working in a group setting it is very important that you log out if you will be away from your desk Keystone Overview Keystone is a browser based data entry program for listings That means you can enter and edit your listings from any computer with Internet access Among its more noteworthy features Keystone allows you to save a partially completed listing and finish it later You also can Login to Keystone directly from Matrix by clicking the Input tab eliminating the need to open a separate application The Keystone Main Menu After logging into Keystone The Main Menu window will open see display below There are three choices within the Main Menu MRIS Website Matrix Welcome 1 How to Avoid IO errors when uploading photos Some subscribers are getting IO error access denied or IO Error read file when trying to upload photos Click here to learn how to avoid IO Errors when trying to upload photos 2 Uploading photos you must review updated terms Updated Terms of Use for KPU The updated Keystone Photo Upload Terms of Use agreement is available for your review HERE Use of otis Photo Upload constitutes agreement to these terms The terms also are posted to mris com at htt www mris com products Keystone Photo Upload Keystone Photo Upload Su rt 3 FAIR HOUSING NOTICE Every listing entered must comply with ALL Fair Housing guidelines As the
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