Home

RealtyJuggler User`s Manual - RealtyJuggler™ Real Estate Software

1. eee Infra You can link to a Home Expense Contact or Lockbox from here This menu contains the following items LookUp provides a list of Home Expense Contact or Lockbox items to choose from Add To will add the information already entered into the Home Expense Contact or Lockbox database Go will go directly to the linked record in the database If a record is not added selection of this item will take you to the list Refresh if you change the information that you have linked to for example changing the date in your Calendar you should select this menu item It will refresh the information that is displayed in your Link with the new information in the record itself Click on the blue gt gt to the right of the linked field to see the information you are linking to Click on Done to return to where you were Linked dates can be modified within the Calendar for example if the initial date selected conflicts with an existing appointment If you do that you will need to select the Refresh menu item from the linked field to update the date displayed in the linked field Homes Expense Lockbox Link Menu Y ou can link to an item in the Homes Expense or Lockbox database using this menu What you can link to depend upon the context of the menu To link to a pre existing record use the Lookup menu item To add an entry use the Add to xx menu item where xx 1s Homes Expenses or Lockbox To view the rec
2. Additional Fields there are three additional fields that allow for free form entry They can be used for hours of operation shackle and unlock codes You can add additional notes by clicking on the note icon in the lower left hand corner of the screen Main Lockboxes Backlinks View what Listing and Closing record 1s currently associated with this lockbox RealtyJuggler User s Manual a Expenses Realtor related expenses can be created and tracked using the Expenses section Total expenses are automatically calculated at the bottom of this form Expenses can be created by clicking on the New Expense button or from other forms that possess expense amounts and a link to a drop down menu such as the Listings Promotions section Expenses Selection of the menu in the upper right hand titled Show Date in the upper right corner of the screen filters these list views Filters available are This Year Last Year This Month Last Month By clicking on a row you will view a record Click on New Expense button to create a new expense To delete an expense click on its row from the list view and then click on the Delete Expense button Each Expense has the following fields Date Oct 25 2009 Description Categories THis si an ex Vendor Expense Amount 12 22 Payment Unknown 3 Client Name w Property Address w Notes October 28 2009 hgjhg Private L Date the date that the expense was incurred
3. Description A description of the expense Categories use this field to categorize your expenses Use as many categories as you like with a comma between each category This field is a text field and you can type anything in it you like If you want to use a category you have entered before click on the Categories blue drop down arrow and a drop down menu will appear with all categories that have been entered in the past This list is automatically generated based upon the categories that you enter If you would like to edit this list go to the Main Settings Preferences Expenses section of RealtyJuggler You will see the full list of categories in a large edit field with one category per line Vendor Who the expense was paid to Expense Amount the dollar value of the expense Tax the amount of tax that was paid for the expense This field is only displayed for accounts that are outside of the US In particular Canadian users can use this field to track taxes that they intend to recoup against commission taxes paid Payment How the expense was paid credit card check cash etc Client Name Can look up a name in the Contacts list or fill in the field with the client name Property Address If the expense is related to sale of a particular property can look up a property address from the Homes database or simply type in the address from here Notes Add any notes regarding the expense here Private
4. when this option is selected ssl encryption is used for all passwords purchases and editing of your account information but not used for general operation of RealtyJuggler This is normally just fine and provides excellent performance However if you wish to have maximum security you can select the Encrypt All Information slower If you select that option then all information is encrypted Subscription We will never charge you to try our software Nor will we bill you after your free trial expires The only way you are charged is if you purchase a subscription When you are ready to purchase your subscription sign in to RealtyJuggler click on the Account link in the upper right corner of the screen and then click on the Pay Now icon at the bottom of the screen We accept all major credit cards as well as PayPal You can pay by check as well The cost of a 1 year subscription is 99 This is not a teaser rate This is the normal yearly rate At the end of your year s subscription we will send you a reminder to renew your subscription It will be up to you to decide if you want to continue your subscription We will not automatically charge your credit card Automatic Upgrades RealtyJuggler is constantly updated with feature enhancements and bug fixes All upgrades are included in the subscription free and are automatically applied every time you sign in to RealtyJuggler Technical Support The fastest way to rec
5. RealtyJuggler User s Manual 2 A For closing date you would click on the down arrow Y directly to the right of the Closing Date label This will bring up a drop down menu Select Add to Calendar menu item You have now added that appointment to your global calendar You can view your linked appointment by clicking on the blue gt gt icon to the right of the date Y ou can do this for most any dates For some dates like when someone signed a document you would typically not add to your calendar For others this is extremely useful Calendar Appointment Done Delete Appointment Description Starkey John Closing Anniversary Location All Day Y From July 12 2010 To July 12 2010 Q Repeat Yearly every 1 Year s Stop Repeating Times after 5 times Alarm O send email Categories w Notes Send card and call gt Private _ E Download appointment as Calendar file The appointment screen displays a detailed view of a calendar entry Fields available for editing are Private when checked the appointment is private and visible only to you Users who you have granted access to your information do not see private records Description Location where the appointment is to take place All Day check if the appointment is all day long From start date and time of appointment To end date and time of the appointment Repeat selects if the appointment repeats and
6. 1 2 314 Category you can assign one or sel7 8 l9 l10l41 more categories to each calendar entry from Detail view Categories are listed comma separated in this column Note each calendar entry can have a note Note 1s shown as a yellow note icon Put your mouse over the note for a few seconds to see the first 30 characters of the note in a pop up window 4 Google Sync gt Outlook Sync import Email Data Feed APublish Calendar Export 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Select multiple rows Date 4 Description Categories yesterday 7 8pm Meet Susan Eg Read Only Graphic View Click on a row in the table for detail view To create a new calendar entry click on the New Appointment button Y ou can filter the calendar based upon categories by selecting from the Show Category drop down menu at top of screen A read only graphical monthly view 1s available by clicking on the link titled Graphic View Additionally if you have a calendar application that can subscribe to Calendar format files you can subscribe to your own calendar such as Microsoft Outlook 2007 or Apple iCal The URL is displayed directly below the table To import or export appointments from other calendar programs click on the Import of Export links at the bottom of the page Troubleshooting Q When I add a date to a closing record like the closing date why doesn t this show up in my calendar
7. check this off if this expense is private and you do not want to share the information I this record with your assistants You can select multiple expenses to delete all at once To do this click on the Select Multiple Rows link at the top of the screen All the expenses will have an empty check box added to them You can then check any expenses you wish to work with To select all the expenses click on the check box in the column heading Once you have selected all the rows you wish to operate on scroll to the top of the screen and select from the drop down menu Do Multiple the action you wish to do such as Delete If you would like to do fancy slice and dice operations on your expenses you can export your expenses as a comma separated file CSV This would be suitable for use in Excel to do whatever operations you wanted on it like totaling up expenses by listing You can also export Income so you can also do comparison between expenses and income by property all within Excel Main Expenses Expense Individual expenses can be viewed from the Expense form A number of fields contain information about that particular expense These fields include Info description of the expense Vendor name of the company or person providing the service or product Client Name name of the client to whom the expense relates Address address the expense relates to Type The type of the expense This can secifdy if the p
8. there is different information that you will need When transferring the information for the next phase will be copied from the old record to the new one while information that is no longer needed is not copied For example contact information Documents Parties all calculations and Notes are always transferred But Showings Promotions Tasks and Mail are not The old record is retained and its Category is set to Client In addition all Pending mail and all unfinished tasks are deleted from the old record The reason for this is simple going from one stage to the next means that you are no longer doing the activity that you were doing before In the case of a Listing you are no longer promoting the home and are instead focused upon a completely different set of activities The old Buyer or Listing record is retained in case your Closing falls through If that happens you would delete the Closing record and go back to your old Buyer or Listing record To do that you would change the Status for the old Buyer or Listing record to Active In the case of transferring a Prospect to a Buyer or Listing you will be given the opportunity to delete the old Prospect record right away In most cases this makes sense as you will rarely need to go back to this record In the RealtyJuggler User s Manual 39 case of transferring a Buyer or Listing record to a Closing you would want to delete the old Buyer or Listing record once your
9. 107 153 By purchasing a home benefit from paid in principal 13 456 home appreciation 4 yr 64 995 amp gains from lower monthly expenses invested in bonds 4 460 totaling 82 911 Assumptions Taxes and insurance constant Home value compounded yearly Investment returns compounded monthly Rent increases yearly Closing costs based on home value at time of transaction Mortgage interest compounded monthly The above figures are estimates Individual verification recommended RealtyJuggler User s Manual 33 Main Prospects Max Loan This form estimates the maximum loan for which a client qualifies These figures are estimates and actual values will vary based upon a number of criteria including region credit history and type of loan This is a valuable tool for quickly qualifying a client The two tabs at the top of this form allow for navigation to two main sections Input and Results The Input tab has the following fields Gross Income yearly income before withholding and taxes Debt payments monthly long term debt payments such as student loans credit cards car payments etc Interest interest rate for the home loan as a yearly rate in Term term of the loan in years Down down payment Max Housing to Income Ratio standard ratio used for these kinds of calculations Max Debt to Income Ratio Once you have entered your values click on the Results tab at the top of the screen
10. Area used to track what area the promotion covered for example if a particular edition of the newspaper was used Promo Date when the promotion will run Words the number of words in the promotion This field is useful for small print advertisements where word count is important Amount the cost of the promotion Copies you can record the number of copies that were made here Additional information about a promotion can be recorded as a note by clicking on the Note icon at the top left hand side of the screen By entering a cost in the Amount field and then clicking you can add the promotion related expense to your overall expenses Troubleshooting Q How do I have sign and promotions expenses added to the Expenses section A For all line items with a cost like promotions and sign there is a place to enter a numeric cost If you would like to have that cost as part of your Global Expenses that s the Expenses section then click on the drop down menu to the left of the cost that s the down arrow Y and select Add to Expenses That will add that particular cost to your global expenses Main Listings Showings amp Inq Information about any showings for your listing would be filled in here Additionally you can fill in information about any inquiries about the home as well If someone decides to make an offer the Status field of Make Offer will automatically create a record with the
11. Concession the description and amount of any concessions Ask Price asking price for the comp This price should be used if the sale price is unavailable For unsold properties you should make an adjustment for difference in asking price and selling price MLS List date the comp was listed in MLS Close date the property closed was sold DOM days on market This value is calculated based upon close date and list date Adj use the drop down menu to specify whether an adjustment is positive or negative Positive adjustments reduce the Comp value while negative adjustments increase the Comp value Enter a numeric adjustment dollar value in the Body field For specifies the reason for the adjustment Some common adjustment reasons are provided in the drop down menu This Body field will accept free form entries as well so that you can provide your own specific reason There are several adjustment fields so as to permit multiple adjustments to each property CMA analysis does not automatically adjust for appreciation so you should adjust for that contingency as necessary To delete an individual comp Click on the Delete Comp button The Note icon in lower left corner of screen can be used to attach notes about the comp RealtyJuggler User s Manual 64 Files You may upload files and store them in this section This is an ideal location to store common forms or other documents you wish to be able to File
12. II E E 10 A o E ce acest cueawe ssa ceacede caesdeedanmeceseacaneansveccessecseceieede cecesse cute edenesceueee nue 10 A SSA 12 A PE UE ESO e 13 o beca 13 Tre Liec ale Ot a Bros pels tito epocas 13 o ope cess E et eo Sle eh Ae SSE ee oss ns sn SE ses eee 13 Sharing Information with Partner or ASSIStaNt ccccccceeessseseeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaeseeaaeeaaaaeaaaeesseeeeeeeeeseees 13 Printing Reports and Downloading 20 ccccccccccceeceeeeeeeeaeeeaeseeesseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeaaaaaaaas 14 ai PP 14 MA Cl te ae ee ae nn me een ene One ee en eee ee ee ree ae eee eee eee eee eee eee 15 PP css saechastas fe eow ce seein EEE esaeeeeeers 17 MTU SS OTN a E E E E A AE E E E EA 17 LOC OU ae i awh E E ERC OO OI E A T 17 A 17 O SA Hac wean E 17 SS A EE AE E gst casio EE EE ENA E E 19 Mam Contacts Contact General ni 21 Mam Contacts Contact A GSS na isi 22 Nam Contacts Contact POOL nati 24 Comas Coma Mal cosa 24 Mal Contacts Marino Label ares rotas aa Ti EE EE stoe renato errores 26 Man Coma TIAS resis 26 Mal Contacts Appointments serseri NEE EEE EREET AAA REEE EE 26 Mam Contacis Packiin E ae a aaside 26 Po E E EE EE A E 26 RealtyJuggler User s Manual 3 A II oe TE A A A A 27 Trouble hooti oaaeee ee meen ere ner nent See am te Perce TA ence me Sensi Pe oar nee one fer Oey nine a Re Re ene ee eee eee ae 27 Calendar Ol ntmenti ti ad 28 TASKS orne sea acess stag aahou gual us seca
13. If there 1s an error 1t will become Error Ifthe email address you are sending to has been added to your Unsubscribe list via a link included with every email then the status will become OptOut or OptOutDrip and the email will not be sent If you set the status to Draft the mail will not be sent and you will see an entry in the Tasks list to complete the letter This is a good way to queue up a series of letters but to approve any letters before they go out Send Date This is the date and time when the email is to be sent To Select from the drop down menu the email address you would like to send the letter to These addresses are from the email addresses associated with the record you are in For example 1f you are in a Contact record this list will include all of the email addresses associated with that Contact record For a Listing the email addresses will include all of email addresses from the Parties Showings and Offers If you don t have an email address you can still select a person s name By doing that you can print a letter rather than sending an email BCC To fill in any email addresses that you would like to BCC Put a comma between each email address Mail Subject the mail subject Mail Body Type any body text you would like to send If you would like to send a series of time released emails to your contact click on the New Drip Mail button at the top of the screen The next form you wi
14. Plan you can apply the task plan to your default record If you would like to revert to factory settings for any of the default records click on the icon for the default record and click on the Delete Default button at the top of the screen There are a few Parties that you cannot delete for Listings it is the Seller For Closings it is both the Seller and Buyer for Prospects it is the Prospect and for the Buyer it is the Buyer Additionally you cannot delete the Listing agreement from your Listing record That agreement contains the expire date for your listing and other essential information you will need to keep track of Main Settings Mail Forms Please see the users manual on how to send Letters Mail for information on this form Main Settings Import Information on importing into RealtyJuggler can be found here http www realtyjuggler com Import The column titles for CSV file format is listed here http www realtyjuggler com FileFormat RealtyJuggler User s Manual 83 Main Settings Export To export data from RealtyJuggler first select the database that would like to export from in the J drop down menu You can export contacts appointments expenses and commissions Contacts O are exported using vCard 2 0 format which is an international standard readable by all modern gt contact management software Appointments can be exported using Calendar or Microsoft Outlook formatted file Virtually all modern so
15. Si 70 Mam Rena Pares dd lll 70 RealtyJuggler User s Manual 5 Main Rentals Security Depot dd toos 71 Main Rentals en dt idos 71 Main Rentals Work Orders dt tots 71 Main Rentals Expense Sesca rd a a 71 Main Rena Membre tt sd ti coa 72 Main Rentals Card tn dd tia coa 72 Mam Renk OCS US a fu cess byte a iia 12 Maim Rentals Servico e DO id ii ias 72 Maim Rentak Notes Pes ai di ias 72 Manmi Rentals Task id rado 73 INU eset hic gee kth aa sec seca nese a tec tsa a ete teeth ct cece ee epee ee eee eties nee nan eoeec acento saan eet anette 74 LIMUSA ae Nah coed gees aan 74 Homes Bx pense Lockbox Link Menora tea bi 74 Look USE A e aa Ses 74 A A en eC CO Se E Rone er a 75 Canadianvand ther Non US US a e 75 Maim Setimes Pr ed 75 ICN obec ab ay fc dD Ye 11 fc perce ee een me ent ne ene eon ne OTE a ne ee 83 Maine setings Mal LOOSE A A a 83 Maim SC CELIA OS Import a a 83 Main SC CUMIN OS Expo a A dos 84 Troubleshoot i A A adas dn aase as ee 84 ELMO SS MARINO A A moe can aos ene tae ee eee 85 Mane Se ELI OS Lolo dos 85 Maim setings iCalendar ds 85 Maim setings Under lo io 86 Maim Se LEIS GOO CICS VNC a aweonenee scence a fo asaen atacand I 86 Maim Se LIN OS Outlook MES A sed erodes caine todasaen a teen ndeesaneeta erate ima sameeeoe 86 Maim Sein Os Task Pla o lios 87 A a ge Sessa saresisn sca seins T tesa aa sad eae ace amends aeeee eee 87 Contact ds 87 B NON O ON 87 RealtyJuggler User s Manual 6 Foreword Thank you for selecting
16. US users will see an additional Tax field for all Expenses This allows tracking of taxes paid on all expenses This information is summarized on the Expenses screen and exported as well Non US users will see an additional field Commission Tax for Commission calculations This allows for tracking of taxes that are paid on commissions This is especially useful for Canadian real estate agents This information is summarized in the Commission section and exported as well Additionally an automatic task will remind you to pay real estate commission tax Once paid the Date field Commission Tax Paid will be filled in with the date that the taxes were paid Main Settings Preferences This preference screen has 3 tabs along the top which are General Calculator and Tasks The General screen has the following settings Units would you prefer to use feet or metric measurement units Set the pop up accordingly Currency Select the currency unit that you use The default is the Auto Capitalize First Character in Input Fields check this box and when you settings type we will automatically capitalize the first letter in the field you are typing in Display records per page this drop down controls how many records are displayed per page Normally this value is set to 100 records If more than 100 records are to be displayed a Page drop down will be displayed in the upper left corner of the screen allowing you to fl
17. a rental property then you should use the Listings section and Transfer to the Closings section once a rental contract has been signed a This approach will allow you to track showings promotions commissions and everything else ay that have to do with the deal Additional details on how to do this are available in the Listings section of the users manual Rentals If you are helping a renter find a rental property then you should use the Buyers section and Transfer to the Closings section once a rental contract has been signed This way you can track the properties that you renter has been shown and detail their preferences and calculate your commissions Additional details on how to do this are available in the Buyers section of the users manual The list of rental properties is listed with Date of Lease Start Address Status and an optional note Click on the New Rental button to create a new rental property to manage Main Rentals General The General section as the following input fields Status Status values can be Active and Inactive Set the Status to Active when the record represents active management of the property Select Inactive when the tenant has moved out security deposit returned and there are no outstanding management fee balances Extra Status You can add additional status values to your Rental by entering them into the Extra Status field The list of possible extra Status values can be edited from the Main Set
18. as a school district here Main Buyers Showings This form lists information about properties buyers have visited For Listings this form lists individuals who have seen the home This is a convenient way to organize agent contact information for efficient follow through Create a new showing by clicking on the New Showing button Should you change your listed property s price the Showings list is a valuable list of all buyers who would be interested in learning more about this new development For Listings it may be useful to revisit homes already seen to check if their pricing or some other factor has changed Map View a map of all the homes that you have showed using Yahoo maps by clicking on links This is a great way to compare home locations If there is a note icon to the far right of a list item this means that this row has a text note attached to it Hover your mouse over that icon and you will see the first 30 characters of the note Main Buyers Showings Showing Information about a showing can be collected in the showing form Creating an individual Homes record and attaching it to the address field permits easy entry of detailed information about a property If a client decides to make an offer changing the Status field of Make Offer will automatically create a record containing the appropriate default information The Confirm check box in the Buy Showing form can be used to verify that the show date time is OK wit
19. categories that are available for a contact This is available by going here Main Settings Preferences Contacts You will see a list of all of your categories in the large text field on that screen There will be one line per contact in this text field You can delete all of the categories in that field and start from scratch if you like or simply add and edit from the list When this list is displayed 1t will be automatically be sorted so there s no need to place your categories in any particular order in this text field RealtyJuggler will automatically build this list based upon the categories that you have entered when you edit and create contacts Therefore you will find that this list is auto populating When managing your contacts database it is important to keep your database fresh If you have records that have gone more than 2 years without any changes you should take a look at them Give these people a call and make sure that their contact information is up to date People move on average every 5 years and change jobs more frequently If you add in the frequency of changing email addresses and phone numbers you can see that any contact that s not been updated within the last 2 years may be out of date A good strategy is to spend an hour each week calling or emailing some of your oldest sorted by Last Changed Date contacts You can make notes and update contact information so that the Last Modified date gets updated By doing that
20. check box is selected a drop down menu will allow you to specify the document type Some contingencies such as loan approval and mortgage party are similar to the information available in the individual Party forms Contingencies and parties can be linked by checking the contingency check box in the associated party Contingencies that are linked to a party will display gt gt next to the type Clicking on the gt gt will take you to the party Clicking on the New button will create a new contingency Clicking on the Delete button will delete the current contingency Main Closings Conveyances This screen lists the conveyances that will be included with the home The second column Convey describes RealtyJuggler User s Manual 54 whether or not the item conveys It can be useful to explicitly list items that will not convey but for which it might normally be assumed that they do Click on the New Conveyance button to create a conveyance Main Closings Conveyances Conveyance An individual conveyance includes a description of the conveyance and whether it is to be included not to be included or is negotiable Common conveyances are listed in the drop down Conveyance menu however any Body can be entered in the Body field to the menu s right Convey can explicitly designate whether or not the item conveys It can sometimes be helpful to explicitly describe items that do not convey but for which it might normally be assumed
21. checked you will be reminded to send a housewarming gift to your buying clients after closing Close Anniversary Reminder when checked a yearly repeating event will be placed in your calendar reminding you of the close date of your client This can be useful for prospect follow through The first reminder will be placed 1 year out Task Plan Groups this is the list of task plan groups that you have created One line per category Retain Completed Tasks for Normally tasks that have been marked completed are retained for a period of 7 days and then they are automatically deleted If you like you can retain completed tasks for a period of 30 days instead by selecting from the drop down menu Automatic tasks are automatically deleted when they are marked completed Hide Completed Tasks When checked completed tasks are hidden This is typically what you want to do However if you prefer to see all the tasks even the ones that you have completed then uncheck this check box See the Tasks and Prospects Tasks sections for additional explanation of tasks The Expenses tab has the following fields Expense Categories This is the list of categories that is used to organize the Expenses section We have pre populated this list with common categories Categories are automatically added whenever you edit the category for an expense So normally you would not need to modify this field However if you have a category in this list tha
22. clients looking to sell their house Closings once a contract has been signed Buyers and Listings are transferred to Closings This is where the details of the transaction are tracked Lockboxes track your lockboxes their key codes and where they are installed Expenses track your expenses This module is integrated with other modules for fast and easy entry For further functionality each expense can be associated with an Address Book entry Homes retain important information about homes This feature is useful for homes you are listing showing or using ina CMA Fast data entry makes using this module straightforward CMA do a quick Comparable Market Analysis Provides you with the capability of tracking as many comps as you wish each one with its own adjustments Rentals do long term rental management Files upload and store files you wish to download from any location Commission calculate and track commissions Education Track your continuing education requirements and progress Feedback Track your continuing education requirements and progress Mail This section provides links and instructions on how to Email and Printed Letters Settings your preference settings Can specify default categories for contacts and appointments and other preference settings Buy Now When you are ready to make your purchase of RealtyJuggler click on this button RealtyJuggler User
23. days Select Repeat New Task Date Calculated From using the option Old Date Completed so that the clock starts ticking on your repeating task just as soon as you check the task completed That way you will be reminded to make your call at least once every 90 days To automate this task you can create a Task Plan from the Main Settings Task Plans section and then click on the New Task Plan button instead of New Task Button One thing that many agents like to do 1s to walk through all of their contacts once they have been imported one at a time and create these repeating tasks for past clients The easiest way to do that is to click on a Contact You will then see something like lt lt Contact 1 of 60 gt gt in the upper left corner of the screen Click on Tasks tab and add your repeating task Click on the gt gt arrow to go to the next contact and create tasks for that contact Continue until you have added tasks for any contacts you need to At the same time you set your repeating tasks you can set the categories for your tasks Most people will want to differentiate between past clients other agents and vendors whom they work with While you are doing that you will likely want to add a category for your newsletter and Christmas cards 1f you intend to use these marketing techniques You can have as many categories as you like for a single contact RealtyJuggler User s Manual 19 A common question is how to edit the
24. for contacts that have the same first name last name and company name and merge them together You will be asked for confirmation before this is done If you have contacts that you would like to merge together but they have slightly different names you should edit one of the contacts so that the name is the same then do the merge That way RealtyJuggler can detect exactly which records you need to merge RealtyJuggler User s Manual 20 Main Contacts Contact General y Done Delete Contact First Name andrew Last Name Spouse sally Company Display Name Company in List Title Email v Home Phone Categories vw Spouse B Day iY Nov4 Anniversary vw No Date Instant Message Web Site y Sports Hobbies Children Referred By Map Custom1 Custom2 Customs Custom4 Notes 22 Displays the detail view for a Contact The fields available are Private Check box that allows you to select if the record is private or not Private records are not visible to others via sharing For example 1f you have granted permission to your assistant to read and write to your information via the Sharing section any private records would be completely invisible to them but would be available to you First Name first name of the contact can link to Contacts database using drop down menu Last Name last name of the contact Spouse fill in the name of the contacts spouse or significa
25. including termite general roofing survey etc Builder if buying a new home info on the builder Owner if the property is being rented the Owner is the same as Seller role Tenant if the property is being rented the Tenant is the same as the Buyer Role EmergencyContact use for rental management where you need to keep emergency contact information Some fields are Last Contact when you last contacted this person Contact Every X Days set this field if you would like to be reminded to See contact this party regularly Leave this field empty if no reminder is Contact againin v 5 days necessary Contingency this is a check box which when selected will create a contingency based upon the client s role You can visit the contingency by clicking on the link arrows Lives With available for Buyer Listing and Prospect This field is used to specify relationships between multiple Buyers Sellers A drop down list provides common relationships Age approximate age of the buyer or seller Source how this person came to find you Agent If a referral can identify if the referral is from another agent If checked additional fields appear regarding the direction of the referral the referral fee if there was a written contract regarding the referral and when you thanked the referral as well as when you paid the referral Showing Hours use for showing contact to limit hours available for showing ho
26. lists can be filtered by clicking on a pop up menu at the top Show Status All Y right of the screen Select All from the pop up menu to display All items You can select multiple rows in a list To do this click on the Select Multiple Rows link right above the list Check boxes will appear as the first column in the list Select Select multiple rows the rows you want to operate on by clicking on the appropriate check box If you want Name Home Address 4 to select all rows click on the check box in the column header at the top of the screen Then click on the Do Multiple pop up menu at the top of the screen to do your operation Common operations are setting the category for the selected rows or deleting the selected rows If there are more than 200 items to be displayed in a list the first 200 records are displayed and a Page drop down menu is shown in the upper left corner of the screen This menu will allow you to quickly view additional records You can adjust how many items are displayed on a page by going to the Main Settings Preferences General section of M a n Co ntacts RealtyJuggler The Display _ records per page drop down I controls how many records are displayed per page r Page 1 5 RealtyJuggler User s Manual 12 Categories Several of the RealtyJuggler sections have categories which allow you to better organize your records Categories are flexible and you can use them any way you like For example Contact cat
27. on a regular basis you will be able to prune contacts that are no longer valuable and keep up with those that are If you send regular mailings or Christmas cards you will find that returned mail is an excellent way to prune contacts that have moved Ideally you want to contact your past clients often enough before they move so as to be of assistance to them when they move Repeating tasks attached to your contact record can be a great way to do that As you talk with a past client add notes about potential job changes and any other potential reasons why someone might need to buy or sell their home You can adjust the frequency of your repeating task based upon how soon you feel they will need the services of a realtor and how fertile a source they are for referrals You can also use categories to mark your most fertile sources of referrals For example you can create an A List which are the top 100 contacts in your database as far as referrals go If you filter by that list using the Show drop down menu in the upper right corner of the screen you can track how long it s been since their contact record last been updated For these top contacts you will want to allow considerably less time to go by between calls If you have duplicate contacts in your database you can ask RealtyJuggler to merge these duplicate records From the Contacts screen click on the To merge duplicate Contacts together click here link RealtyJuggler will look
28. ona sees ciisoaaasegor chad satio saa a yMonnieantabademnaraas a sous 29 DOS OCC OS carseat sete od apes ae a Re tach eta a ese ola es ens eee eee 29 Integrating Your Web Site with Contact Me Por ido 30 Maim Prospecto General a lanas 30 Main Prospecto es aa o Tolo 30 Main Prospects partes Par al o codos 30 Main Prospects Rent ys O WI a al bios 32 Main Prospects Max LOS A IA bio 34 M in Prospects Pay MiS a sI ts ees 36 Main Prospects Servico RCP OL a A oes 38 Main Prospects NOLES A Piles a a lodos 38 Main Prospects Notes NO cea en fos nc ah as a ee Pees 38 Main Prospects Trastero A anaes mee 38 ON 40 Main Buyers General SD 40 Maim Buyers Parli Soonar EN E cai 41 Main Buyers Parties Bara T io 42 Main Buyers Bye ALUITCS a A T ade oma cteee aoe 42 Main 8 10 hide Gohan 016 1 1A Sierran oe os ee T 42 Main Buyers Showings SIMO WIND a sr A io 42 Main Buyors Ot ia o cio 42 Main Buyon OHer Dir io 43 Main Buyon MIx Lo a N tea dee ances epoad ee omesteee aoe 43 Main Buyors Payments ac io 43 Main Buyors DOCUS a N N A enoadevomecteee aoe 43 Main Buyers Conis s Onera E a N a step anceesetoade ones ieee tenes 43 Main Buyer SY OU a E E 43 Main Buyer aSk A ee eee ce Coen a a ie he ee EE 43 Main Buyers Balla hci Oie a a O 43 A na N T E T O a 43 Mam Listings GoneTa lassi a N a a O E N 44 Main Listings PariS IA a a a a a a E AAA 44 Main Listings Parties Par n a E a A a an A E TERO 44 Manr Listings O IA A a waa AA 45 Ma
29. specify more than one category by placing a comma between each category When calendar entries are imported they will automatically be given a category like Import424 which is unique to the import operation This allows you to review and edit any records that have been imported Note each calendar entry can have a note Note is shown as a yellow note icon Put your mouse over the note for a few seconds to see the first 30 characters of the note in a pop up window Delete Appointment can delete the appointment If the appointment is repeating you will be given the option to delete all occurrences or just this one Tasks The users manual titled RealtyJuggler_Tasks pdf Has detailed instructions on how Tasks work Prospects Prospects are potential clients who have not yet decided to list or purchase a property They may consist of leads that have been received from various sources or they may be cold call contacts The Prospects section is an easy way to track these leads and to ensure that they receive the appropriate follow up attention The advantage of using the Prospects database instead of placing leads in your Contacts database is that you won t pollute your contacts database with names of people who may never be important to you Once you have built a relationship with a Prospect and they decide to become your client you can then transfer them to the Buyers Listings or Closings database You can also add them to your Cont
30. that they do A note can be added to each conveyed item by clicking on the note icon in the top left corner of the screen To create a new conveyance click on the New Conveyance button To delete a conveyance click on the Delete Conveyance button Main Closings Documents In today s litigious society it is important to track what disclosures and other documents have been signed and when such signing has taken place The Documents section provides this tracking capability Some commonly used documents are automatically created To create a new document click on the New Document button To delete a document click on it and then click on the Delete Document button A few documents are pre created for your convenience You can delete these if they are not needed This is especially useful if you have AutoTasks regarding these unneeded documents Main Closings Documents Document Depending upon the document type selected different fields are displayed in this form Click on the Delete Document button to delete the current document Documents include HOA Condo lead based paint agency and many other documents disclosures Some of the fields available are Description used to describe the document more fully Buy Received the date the buyer received the document Buy Signed the date the buyer signed the document Sell Received the date the seller received the document Sell Signed the date seller signe
31. whenever you assign a category RealtyJuggler User s Manual 75 to a contact If you wish to automatically generate only the categories that you are using make this field empty and go to the Contacts section Wait a few minutes and the pop up in the upper right corner of the screen will pre populate with the categories that you are using Cities This 1s the list of cities that is available from the drop down Cities menu that is available for all of the address fields throughout RealtyJuggler States Just like cities except for States Countries Just like cities except for Countries RealtyJuggler User s Manual 76 The Calendar tab has the following categories Retain Past Appointments for Appointments in the past are normally retained for 2 years This 1s usually sufficient for your needs and also allows RealtyJuggler to maintain optimal speed However you can extend the duration up to 5 years If you are synchronizing your appointments with Microsoft Outlook or Google Calendar all appointments are retained indefinitely within those calendars Default Alarm check this off if you would alike all of the appointments that you create within RealtyJuggler to automatically send a reminder alarm email to you Minutes before Appointment fill this field in for the default amount of time prior to the appointment that you would like the alarm to be sent Calendar Categories List the categories that you would like list
32. At the bottom of the results is a button Download Print Report which will download an rtf file which you can open using any word processor This report is suitable for printing and providing to your client On the following page is a sample report RealtyJuggler User s Manual 34 Maximum Loan Amount for Sam Anderson Prepared For Sam Anderson Date July 10 2009 Prepared By Judi Smith RealEstate One 765 765 7865 judi realestateone com Gross Income 65 000 Year Total Home Purchasing Power 235 625 Summary Max loan amount is 188 500 with 20 000 down Total home purchasing power is 235 625 Calculations used monthly gross income of 5 416 and monthly debt payments of 100 Conventional 30 year loan at an annual interest of 7 5 with 47 125 down Total monthly payments would be 1 523 mortgage 1 318 taxes 176 no PMI required as down gt 20 insurance 29 Loan Details Loan Amount Down Payment 20 000 of 235 625 Mortgage Interest Rate Loan Duration Monthly Loan Payment Mortgage interest compounded monthly Loan Type Conventional Financial Details Total Gross Income Other Debt Payments Assumptions Housing to Income Ratio Maximum Allowable 28 Debt to Income Ratio Maximum Allowable 42 The above figures are estimates Individual verification recommended RealtyJuggler User s Manual 188 500 47 125 1 5 30 years 1 318 Month 65 000 Y ear 100 Month 28 30 35 Main P
33. Buyers Max Loan See Calculator section for details on this screen Main Buyers Payments See Calculator section for details on this screen Main Buyers Documents See Closings Documents section for details on this screen Main Buyers Commission See Commissions Commission section for full description Main Buyers Service Report The See Prospects Service report for a full description Main Buyers Tasks See Prospect Tasks section for full description Main Buyers Transfer See Prospect Transfer section for full description Listings When you click on any of the main menu s section icons you will be shown a list view This list view provides a 1 line summary of each record in that section When you click on a row you will enter the individual record The list of Listings can be filtered through the drop down menu in the upper right hand corner of the screen By filtering you can limit the number of records that are shown This can also be a fast way to see what active clients you actually have as opposed to inactive clients or clients who have already closed on a home Sellers Y ou can sort the list of Listings by any column by clicking on the appropriate column title By clicking on a row you can view a record RealtyJuggler User s Manual 43 Main Listings General This screen contains general information about your listing with the following fields Sell Status contains the following values Prospect when th
34. Categories This is the list of categories that 1s used to organize the Homes section We have pre populated this list with common categories Categories are automatically added whenever you edit the category for an expense So normally you would not need to modify this field However if you have a category in this list that you no longer use you can delete it If you would like to have the categories regenerated based on the expenses that you have then empty this field out and go to the Homes section and wait a few minutes The categories will be rebuilt based upon the categories that you are using Main Settings Defaults This section allows you to set up default records for Prospects Buyers Listings Closings and Rentals Whenever you create a new record or transfer information into one of these record types these default values will be used Defaults allow you to set up the parties that you like any promotions you like to do for all your Listings and any default Tasks you like to do There are two default records for Closings one for the Buy side and another for the Sell side Most real estate agents will have their own personal check lists of tasks that they do every time for their Buyers Listings Buy Side Closings and sell Side Closings Set up these defaults here once and you never have to add them to any records They will be ready and waiting for you immediately after you have created a new record If you have already created a Task
35. Contact Me doc and describes exactly how to put a Contact Me form on your web site that feeds you leads Main Prospects General This form contains general information about a lead It contains the following fields Date when the initial contact was made Categories this field can be set to one or more categories that you would like to assign to this Prospect Categories are used to filter prospects The check boxes Looking to Buy and Looking to Sell are used to determine which side you will be representing Check these as you learn them Last Contact when you last contacted the prospect This information is displayed in the List view for all prospects To sort based upon this value click on the column heading Contact Every X days if you would like a reminder to call this prospect set this value If left blank no reminder will be given Such reminders are placed in the Tasks section Source the source of the lead If the source is a person you can add a Referral role party This field can be automatically filled in with any value you please when you use the Contact me Form By default leads that are generated from the Contact Me Form have the Source of Web Site However you can easily customize this value to specify which web site of you have more than one Source Info this field can provide additional information on the source of the lead This information as well as the Source information is disp
36. Expenses section Make sure to mark expenses paid by filling in the Date Paid field You can add notes to individual expenses by clicking on the yellow Note icon in the lower left corner of the screen for each individual Expense For your convenience and for tax purposes you can export a spreadsheet file of all the expenses from the fees screen Main Rentals Mgmt Fees Rental fees are the management fees that you charge the owner of the property for your rental management services At the top of the screen are two entry fields Rent Management Fee Rate most rental management agreements charge a fixed percent of rent as a management fee If you do this then set the percent here For each rent invoice including late fees an entry will be automatically shown in the fees list with your invoice fee amount automatically calculated Expense Management Fee Rate if you charge an extra fee for expenses such as replacement of appliances and such then enter that fee rate here Each of the expenses that you list in your Expenses section will automatically have a matching management fee invoice listed in the Fees section In addition to the two automatic invoice mechanisms listed above you can also add a new fee by clicking on the New Fee payment button at the top of the screen and Selecting Management fee from the Transaction popup menu Typically you will print the rental fees summary sheet and send an invoice to your client t
37. Juggler User s Manual 63 CMA The Competitive Market Analysis section permits fast analysis of a property s market value You can set the sort order for the CMA list by clicking on the appropriate title column Clicking on an individual record brings up details on that individual CMA By clicking on a row you will go inside a record To create a new CMA click on the New CMA button CMAs that contain notes will show a Note icon to the far right of the list Hover your mouse over CMA the icon to view the first 30 characters of the note Main CMAs CMA The top half of the CMA form displays the address the CMA date and the calculated CMA price Days on market DOM and CMA price are calculated based upon data entered into the bottom half of the form and are therefore not editable Most CMAs are based upon three or more Comps To create a comp click on the New Comp button You can have as many individual Comps as you wish Click on the note icon to the top left of the screen to enter additional notes on a CMA Main CMAs CMA Comp By clicking on a single Comp item at the bottom of the CMA screen you can edit information about that specific Comp Click on the New comp button to create a new comp To delete the current comp click on the Delete Comp button The fields available are Address the address of the Comp Sale Price price for which the comp has sold Leave this field blank if the property has not yet sold
38. MMISSION depara dois S6 Main Closinos Servico Rep rara iii 7 Main Closinos NOLES QF TCS suis e ect cette acts de iii id 57 Mam Closings asks ra iii sodas 5I A e a a a a anes meee ee eRe 37 Main LOCK OO KES LOCK DOK dd aa a 31 Main Lockboxes backlnks str aida 57 EXPO A a AA A anes AA A IO 58 Main E XPenses Exponen 59 A tare each aac aan a cision ace aes nea stasete ae satchel ae asics en Sola te ae cena a rece eA 59 Maim Expenses Back Hk Sic oases ac ic chaste tai A Oe een et ata Mel one ao i Acie ties 60 Maim Homes General nee a me SP eR eo REP E A a adan 60 Maim Homes ROOMS ee eine eRe O O Pe ee ene eee 60 Maim Homes Rooms ROOM O O eS Pet rr eRe eee 61 Main Homes OUTS NO O iaa 61 Main Homes Fea eS O a a a A TE 6l Main Homes Mechanical O O iaa 61 Main Homes Commercial pee ees 61 Maim Homes Detdlls ee anne ie eee O men SE iaa 62 Main Homes UNICS asrga O me A en eee eRe eee 62 Maim Homes Unlities UTN a odo ca a an ia 62 Maim Homes Notes amp Ple crate af eos ack as A eas agate ene pee 63 M in Homes Backlinks a Os at as A AS 63 o A O a E tanec dee age ea cae ee enact 63 A O eudae dup deeAdanaste ited Ieeada Lose taba denna O 64 Man CMAS C MA ee erie ee A E ne eee Oe ee an ee 64 Mans EMAS CMA COD a a T 64 en E EE E E P E E SE A A TE E EE E A N EA A E E ee 65 Main FeS e E 65 A S EE A E AN A EEE E EEA A EIE EA TEES E E EE racueus 65 Mainilaco me Comitissa E E E E 66 Handle Rentalrand Rent enr e e a lidia 69 Mam Rentals General e a A a a a E
39. New Party and add additional tenant information You can add your tenant to your Contacts database by tapping on the down arrow Y directly to the right of the Last Name field in the Party section You can add emergency contact information by creating a party with the Role of Emergency Contact When a tenant moves out you will need to update their forwarding address The easiest way to do that is to add the tenant to the Contacts database if they haven t already been added and then go to that Contact record click on the gt gt arrow to the right or of the tenant s name in the Party section Then fill in the Address tab with the new address of the tenant You can print letters to the tenant at his new address from that same section RealtyJuggler User s Manual 70 Main Rentals Security Deposit The security deposit section allows you to keep track of all security deposits that you have received Click on the New Deposit Withdrawal button to create a new deposit or withdrawal The fields available from the Deposit Withdrawal section are as follows Date the date the deposit or withdrawal were made Transaction pick either deposit or withdrawal Description add an optional description like Pet Deposit Cleaning Fee etc Deposit the amount of the deposit Withdrawal the amount of the withdrawal Check enter the check number used to make the deposit or withdrawal If you need to make adjustments to a
40. Prospect Notes amp Files section for full description Main Listings Tasks See Main Prospect Tasks section for full description Main Listings Transfer See Main Prospect Tasks section for full description Closings Clients with current contracts to purchase or sell a home are listed in the Closings section Kev Es New Closings can be created in three ways by using the New button on the Closings Form by using Transfer from within the Prospects Buyers or Listings sections Closings both Buyers and Listings sections contain a sub section for offers If an offer is ng accepted you can choose to have a Closing record automatically created in this sub section The last two ways of creating a closing as listed above are ideal when moving a Buyer or a Listing to Closing Once a client has a signed contract in hand a closing record should be created The Closings list can be filtered by clicking on the menu to the upper right of the screen titled Show Status Filtering criteria are based upon each record s status The status can be changed for each record from the General form Filtering criteria are as follows All will display all records Under Contract a contract exists but the home has not yet closed Pre Close all paperwork in place just waiting for closing Closed closing has taken place Cancelled closing has been cancelled Complete once a closing has taken place there
41. RealtyJuggler for your organizational real estate needs We are confident that you will find this product to be the most advanced and easiest to use organizational product for real estate agents available today Great effort has been made to make installation and use of this software as straightforward as possible If you have any problems please do not hesitate to contact us Contact Information Y ou can reach us on the Internet 24 hours a day at Web Page http www RealtyJuggler com Y ou can reach us via email at Email Contact us using the Contact Us form at www RealtyJuggler com Phone 970 672 3467 Terms and Conditions http www realtyjuggler com Terms RealtyJuggler User s Manual Software Requirements RealtyJuggler runs on any modern web browser We regularly test the following browsers Internet Explorer Safari Firefox and Opera Each browser has advantages and disadvantages In our experience Firefox or Google Chrome provides the best experience of the bunch Hardware Requirements We have tested extensively using Microsoft Vista Windows 7 and Windows 8 and Macintosh OS X and all of these choices work great The faster your computer and the more memory you have the faster RealtyJuggler will run We no longer recommend Windows XP due to excessive age of that operating system RealtyJuggler works just fine on most Tablet computer in particular Android and Apple PAD devices will work just fine Itis highly recom
42. User s Manual 85 Main Settings Undelete All records that you delete are retained for 90 days That way you can undelete these a records if you need them back Go to this section if you need to retrieve any record that you previously deleted Select from the Database drop down menu the database you wish to view A list of records is then displayed You can click on any row to undelete the record If you feel that you have deleted many records inadvertently feel free to Undelete contact technical support and we can retrieve en masse all of the records that you need to recover Main Settings Google Sync We have a users manual called Contacts Calendar Synchronization Tutorial that discusses that topic in detail Main Settings Outlook Sync We have a users manual called Contacts Calendar Synchronization Tutorial that discusses that topic in detail RealtyJuggler User s Manual 86 Main Settings Task Plans We have a users manual titled RealtyJuggler Tasks pdf that covers that topic in detail Flyers We have a users manual titled Tutorial Describing how RealtyJuggler PDF Flyers Work that covers that topic in detail Contact Us Click on this icon to provide Feedback to us Part of your RealtyJuggler subscription includes free technical support and upgrades Please don t be shy about telling us when you think Buy Now When you are ready to purchase RealtyJuggler click on this icon Buy Now RealtyJuggler User s Ma
43. acts database as well But in the meantime while you are marketing to them you can keep them penned up in the Prospects database For example lets say that you have a list of expired listings or perhaps a farm mailing list or perhaps a list of FSBO s in your area Instead 1f importing these people into the Contacts database you would be better off importing them into the Prospects database From there you can set up DRIP emails assign task plans print mailing labels or print mass letters or even export the information for an email blast using a third party The Prospects list can be filtered by clicking on the Show Category menu in the upper right hand corner of the screen By filtering you can limit the number of records that are shown Filtering criteria are based upon the category you have assigned to your prospect records Some typical categories are listed below however you are free to assign whatever categories you please You can assign as many categories to an individual prospect as you like as long as a comma delimits each category Prospects You can view a record by clicking on a row You can click on a column title to sort the table using that column Clicking on the New Prospect button will create a new prospect RealtyJuggler User s Manual 29 Integrating Your Web Site with Contact Me Form A step by step cookbook for integrating RealtyJuggler with your web site is available This document is called RealtyJuggler
44. aken place You can use the Inquiry status for people who call or send an email about a property typically without an agent representing them Just fill in their contact information and your notes RealtyJuggler User s Manual 47 Have your Seller Enter Agent Showing Contact Information Many agents that show a house will leave a business card behind If you would like to enlist the help of your seller you can ask them to enter the contact information on that business card into a special form This information will then generate a new showing entry in RealtyJuggler and notify you of the information that was added This can be a great way to get the seller involved and to also get timely information about whom has seen the home The photo of the house is automatically added to the form 1f you upload a photo to the Notes amp Files tab within the Listing record and select a Mail Merge Variable HomePhoto For best results we recommend selecting Maximum Width 300px when you upload the photo Spanish Version of Showing Feedback Form A Spanish version of the Showing feedback form 1s also available along with a Spanish accompanying explanation email Simply click on the Spanish link in the Showings screen RealtyJuggler User s Manual Please use this form to enter agent showing information for the property address 12 main Street Property Address 12 main Street Agent First Name Agent Last Name Agent Company Agent Titl
45. al 80 The Seller Net tab contains the following fields Enter reasonable maximum default values for your region These default values are used as a starting point when a new record is created You can override inside of each individual record Admin fee a default admin fee that the seller is expected to pay This is used for both calculating seller net and commissions Deed Transfer Tax Deed Prep Abstract Home Warranty Other Fees Don t let this field fool you There are over 20 different options for the kind of fee You can select which kind of fee by selecting from the drop down menu Additionally this field will replicate itself up to 20 times Enter a default value and a new blank field will appear That way you can enter up to 20 different default values The Tasks tab allows you to specify whether you would like to use certain automatic tasks Contact B Day Reminders When checked automatic tasks are created for each of the special dates that you have added to your contacts This is a great way to track Birthdays Anniversaries and other special dates Call After Close 1 7 amp 30 days when checked you will be reminded three times the first time one day after closing a second time one week after closing and a third time one month after closing to check with your buyer This can be a useful way to ensure that your buyer is satisfied and delighted with their new home Housewarming Gift Reminder when
46. alues Property Tax Rate this rate depends upon your local area This value is the annual property tax rate in percent It is used to help estimate property taxes You can override the actual property tax values for individual calculations PMI Rate the amount paid for PMI is estimated using this rate You can override the actual property tax values for individual calculations Insurance Rate the amount paid for homeowners insurance is estimated based upon the total value of the home You can override the actual insurance costs for each individual calculation Loan Compounded choices are Semi annually which is useful for Canadian loans and Monthly which is typical of US loans Taxes Are Tax Deductible check this field if property taxes are tax deductible This field is normally checked Interest Is Tax Deductible check this field if interest payments are tax deductible Uncheck this field for Canadian loans RealtyJuggler User s Manual 79 The Commissions tab contains the following fields Enter reasonable maximum default values for your region These default values are used as a starting point when a new record 1s created You can override inside of each individual record Sales Commission Enter the sales commission for your side of the transaction You can enter a numeric value or a percentage Additionally you can enter a Tiered sales commission structure by selecting the Graduated Sales Commiss
47. an be edited by going to Mail Settings Preferences Mail The Signature field contains the information that will be provided in this field RealtyJuggler User s Manual 32 Rent vs Own Comparison for Sam Anderson Prepared For Sam Anderson Date July 10 2009 Prepared By Judi Smith RealEstate One 765 765 7865 judi realestateone com Home Purchase Price 300 000 Comparable Rental Expense 2 000 Month Summary Benefit of buying and then selling in 5 years is 95 040 greater than renting Rental Scenario Net cost of renting 119 282 For renting monthly payments would be 2 020 starting rent 2 000 increasing at 5 0 yr insurance 20 After 5 yrs total rental expenses would be 135 120 If instead of purchasing a home savings were invested down payment 50 000 buy closing cost amp lower monthly expense in something of comparable safety such as bonds gains would be 15 838 Purchase Scenario Net cost owning 24 242 30 year 250 000 loan at annual interest of 7 500 with 50 000 down 20 0 Monthly payments would be 2 114 mortgage 1 748 taxes 225 PMI 104 insurance 37 Home would be sold after 5 years for 364 995 Total homeownership expenses over 5 year holding period mortgage 104 882 taxes 13 500 insurance 2 220 buy closing cost 6 000 sell closing cost amp commission 3 655 PMI 6 240 minus tax benefits Both interest expense and taxes are fully deductible saving 29 342 at 28 0 tax bracket total
48. and Prospects sections of RealtyJuggler also have a Search capability on their summary screens RealtyJuggler User s Manual 17 Search by Name RealtyJuggler User s Manual 4 Search Clear Search 18 Contacts Click on the Contacts icon to view your Contacts The Show Category menu at the top right of the screen allows you to filter which contacts are displayed You can edit the list q that is displayed in that menu from the Settings section If you are on this screen and os want to do a quick search you can use the Search field and Search button on the Contacts list A comprehensive search capability is available by clicking on the Search All tab to Contacts ede ai the left The Format for Mailing Labels link at the bottom of the screen will allow you to display the mailing addresses of all contacts that are currently being displayed There is a pop up menu in the upper right corner of the screen labeled Show Category This menu allows Show C ateg Ory All 9 y you to filter your Contacts list by their category You can assign your contacts multiple categories just put a coma between each category To edit the list of available categories go to Main Settings Preferences General edit the Contact Categories list To import or export contacts from other contact management programs click on the Import or Export links at the bottom of the page This will take you to the appropriate section in the Settin
49. appropriate default information To delete a showing click on the Delete Showing button See the Main Settings Email section for information on how to send preformatted email By sending email from the Showings form you are able to send the email to all the showing agents that you have email addresses for This is a great way to inform all interested agents of a price change or other change to the Property s status RealtyJuggler User s Manual 46 Request Showing Feedback from an Agent RealtyJuggler has an easy way for your Seller to enter information PE S ERE AL ee about agents who have visited the house This is a great way for Could you please take a few moments and tell me what you and your clients thought you to get fast feedback as to who has seen the house and when All you need to do is send your Buyer a pre formatted email with instructions and they do the rest The form that your Seller sees looks like the screen shot to the right Dear Jack Adams When your Seller fills out the form their information is added as a new Showing in your Seller record Additionally you are sent an email immediately with this information as well Your Seller should fill out this form every time an agent leaves a business card behind RealOrganized Inc has a strict privacy policy All ES Sivek z information that is entered into RealtyJuggler is considered your Your Clients Interest Level personal private information and is used exclusively
50. are a number of activities that still may need to be done post closing Once these post closing activities have been completed the closing record s status should be set to Complete Gave Referral Use this status for closings for which you gave a referral to another agent By entering a closing and setting the status to Gave Referral you will be able to track the deal and also compute your referral fee NOT Complete will display all of the record except the ones that are marked complete The Closings list can be sorted by any of the columns by clicking on the column heading The last column in the Closings list is the Notes If you have notes for that record a small yellow note icon will be RealtyJuggler User s Manual 52 displayed You can place you mouse over that note icon to quickly see the first 30 characters of the note By clicking on a row you will view that record Once inside a record a shorthand notation is provided in the upper left hand corner of the screen to remind you of which section you came from You can select multiple closings to delete all at once To do this click on the Select Multiple Rows link at the top of the screen All of the closings will have an empty check box added to them You can then check any closings you wish to work with To select all the closings click on the check box in the column heading Once you have selected all the rows you wish to operate on scroll to the top of the screen a
51. ayment was made by check credit card or cash It also allows you to specify that the expense is a mileage one which is typically used for tax purposes Check This field will appear if you select Type of Check and is used to enter your check number Mileage This field will appear if you have specified a Type Mileage and is used to specify our mileage driven If you have specified Metric units this will be in Kilometers otherwise it will be in Miles Mileage Rate This field will appear if you have specified a Type Mileage and is the reimbursement rate typically specified by the IRS or your local tax authority for business automobile expense RealtyJuggler will remember the last value you entered and use that as a default value for new records For tiered reimbursement rates for example like in Canada just use the Total Miles driven value at the bottom of the Expenses screen to determine when you have driven the appropriate threshold miles and then adjust your Mileage Rate Note click on the note icon in lower left part of the screen to add a note to an expense Homes Home records store detailed information about specific properties This information is similar to what is available on an MLS system There are a number of ways in which this information can be used provide a fast way to collect notes on a new listing You can walk through a home and quickly capture its features and dimensions retain important informati
52. be visible once a number has been entered This text field can be used to describe the other fee Normally all the values that you need for computing seller net can be entered from this screen However if you are in a Closing record and have entered Inspection Parties From the Parties Section which have fees associated with them these inspection costs will also be added to this seller net calculation The results for these fees will be summarized in the results tab Graduated Sales Commission Some real estate agents calculate commissions based upon a sliding scale With a certain percent commission up to a threshold sales amount and a different percent commission beyond that RealtyJuggler User s Manual 49 threshold This 1s a particularly common calculation for Canadian real estate agents To do this you would select Graduated Sales Commission from the drop down menu that normally displays Sales Commission Two additional fields will appear allowing you to select a threshold amount and a second tiered percentage There are a number of default preference values that will be used as a starting point when doing all of your Seller Net calculations These values are available in this section Main Settings Preferences Seller Net Once you have entered your values click on the Results tab at the top of the screen At the bottom of the results 1s a button Download Print Report which will download an rtf file
53. ccount for interest on the security deposit or multiple security deposits for pets and the like simply add a new deposit Similarly if you need to make adjustments for damage cleaning fee lost key and the like make an adjustment as a withdrawal Main Rentals Rents Rents section allows you to calculate and track rent invoices and rent payments There are three fields at the to of the form Rent Month select from the pop up menu the frequency of the rent payments Enter the amount of each payment Do not include any partial payments or balloon payments here First Payment Due On enter the first regular payment that is due If you need to calculate partial payments you should do that independent of this entry Last Payment Due On enter the last regular payment due date If there is one payment only then have this date match that of the first payment Click on the Calculate Rents Due button to have all rent payments up to today that are due You cal click on this button every month to have invoices automatically generated for payments due You are not required to use the Calculate rents Due button For example if you have an unusual rent situation you can enter specific rent invoices by hand by using the new rent button Late payment fees are not automatically calculated If you need to add a late payment fee click on the New Rent button and select Rent Invoice from Type field and enter the amount In the description enter t
54. ck to the list of prospects while clicking on the Andoras Trista n Main link takes you back to the Main screen 876 Sycamore Street Along the left side of most screens is a series of tabs These tabs can be clicked to view additional information pertaining to the current record Some of the screens have an additional row of tabs along the top of the screen as well for an additional level of detail To the far right of the screen towards the top is information on the current record that you are viewing The information includes the section you are in the name of your client and the address of the property you are representing Click on the text or the icon and you will immediately go to the general information screen for that record This is ideal for quickly popping back from a detailed screen like viewing an individual Task For example if you are viewing a task that requires your clients phone number simply click on the icon or text and immediately go to the screen with that information directly available Make your call and then click on the back button to go back to the task to check it off Drop Down Menus You will find a small drop down arrow Y next to fields such as First Name v Andr ew _ First Name By clicking on the drop down arrow you can quickly LookUp Contact bring up a drop down list Select an item from the list and that text Last Name 1s quickly added to the text field Some of the drop down lists allow ork Phone A
55. closing is complete Note File attachments available in the Notes and Files section are Not transferred You can also transfer a record to a different person It is important that sharing be set up so that both the sharer and the person getting the shared resource both have access to each other s account To transfer a record just select from the drop down menu the person who you want to give the record to Remember you are transferring only this record Linked records like contacts and appointments will not be shared Note If you have an accepted offer in your Offers section the contact information and other information about the offer will be transferred from the Offer to the Closing Buyers The list of buyers is displayed in the Buyers List view This list of buyers can be filtered using the drop down menu in the upper right hand section of the screen called Show Status Filter criteria are as follows All display all buyers Active display buyers you are actively assisting Contract buyer has a contract in hand Buyers Inactive buyer is no longer looking to buy Gave Referral use this status when you want to track a deal for which you have referred a Buyer to another agent You can track the referral fee by entering information into Referral party and the Commission tab The status of an individual buyer can be set from the General tab A new buyer starts out as Active Ifa buyer is no longer looki
56. contingencies their status and their due date Clicking on an individual item brings up an individual contingency Clicking on the Accept All button will mark all mark contingencies as accepted To create a new contingency click on the New Contingency button A set of default contingencies is automatically created for you If you do not need these contingencies just delete them Main Closings Contingencies Contingency This form displays information on a particular contingency To view other contingencies select from the drop down menu at the upper left hand corner of the screen An individual contingency contains the following fields Type the kind of contingency Description additional descriptive information about the contingency Status the level of the activity s completeness in meeting the contingency Contingencies can have the following status Unknown status is not known Pending contingency is pending completion Deal Blocker contingency is pending completion and is so important that all other tasks and contingencies should be put on hold pending this contingency being completed Complete contingency has been completed but buyer has not yet accepted it Accepted contingency is completed and buyer has accepted it Failed contingency can not be met Waived buyer no longer requires contingency Deadline the date by which the contingency must be completed Document if this
57. cted Enter negative value if a bonus should be applied Next your split is calculated either as a fixed dollar amount or as a percentage of the commission The drop down menu allows the split to be calculated either as a or amount Other deductions can be taken from the final commission amount These deductions are subtracted from RealtyJuggler User s Manual 66 the final commission Agent Pays Admin fee is another deduction that is taken from the final commission Enter only the portion of the admin fee you are paying If your client is paying the fee then do not enter it here You can record an admin fee that your client is paying in the Documents section of the listing agreement or buyer broker agreement Commission Tax For realtors who are outside of the US this field is available If you are inside the US this field is hidden If you are charged a tax on your commission fill in the tax rate here If the rate is complex you can enter a numeric value instead of a percent value Total Commission Tax This is the total tax computed based upon the prior field This field is hidden if you are a US realtor Paid Commission Tax This field is hidden if you are a US realtor If you are outside of the US and have entered a tax amount for your commission you can use this field to enter when you have paid the tax to the government Graduated Sales Commission Some real estate agents calculate commissions based upon a slid
58. d the document MLS List the date the listing goes active in MLS Expire the date the listing expires in MLS Admin Fee this field is available for Buyer Broker and Listing Agreement documents This is the Admin Fee that the client has agreed to pay If the agent will be paying this fee do not include it here In that case the Admin Fee the agent pays should be entered in the Admin Fee field in the Commission section instead Use No Lockbox check this field if the client insists that no lockbox be used This field is also displayed in the Listings General section Use No Sign check this field if the client insists that no sign be used This field is also displayed in the Listings Sign and Closings Sign sections Agency this is available for an agency agreement and lists common agency types Seller Buyer Dual designated None Ordered the date when the document was ordered RealtyJuggler User s Manual 59 Info Received the date when requested information was received Info Sent the date when information was sent Used for HOA POA documents Sent To whom the information was sent to Used for HOA POA documents Paid By who is paying for the item Buyer Seller Other Cost the cost of the item Policy used for Home Warranty Lease Start the date when the rental period starts Lease End the date when the rental period ends Rent
59. dd to Contacts for linking to other sections For example click on the drop down Help arrow to the right of a field with the name of First Name in the E Prospects Prospect General section and you will see a menu AA Select Add to Contacts to add the contact information to your Contacts database Linked information will have a blue gt gt arrow at the right Click on this icon to see the linked information Press the Done button to return to your link Calculators RealtyJuggler includes five real estate calculators throughout For example the Prospects section contains the Rent vs Own Max Loan and Payments calculators Putting the calculators within individual client record allows you to RealtyJuggler User s Manual 10 easily save calculation results for later review Each calculators has a Download Print Report button which will download an rtf file This file can be opened and printed using any word processor such as Microsoft Word and the format 1s suitable for client review RealtyJuggler User s Manual 11 Lists Name Status Anderson Andrew Active There are a number of screens that have lists in them These may be lists of Contacts Buyers Listings or even a list of parties for a particular closing In all of these cases you can View Detail by clicking on a row You can sort the list by clicking on the column title The column used for sorting is designated by a teal colored up arrow next to the column title Most
60. e Work Work Work 4 gt 4h 4b Notes Submit 48 Main Listings Offers See Buyer Offers section for full description Main Listings Offers Offer See Buyers Offers Offer section for full description Main Listings Flyers See the Flyers Tutorial document Main Listings Documents See Main Closings Documents section for full description Main Listings Seller Net Seller Net provides a fast way to determine how much money a seller will walk away with when he sells his home The two tabs at the top of this form allow for navigation to two main sections Input and Results The following are the fields in the Input Section Asking Price enter the asking price or if you wish to obtain more accurate results enter the estimated sales price Concession If a concession is provided to the Buyer fill in the numeric value Additionally a description field is available to describe the concession in detail Commission the total sales commission Admin Fee if your broker charges you an admin fee and you pass that cost on to our seller fill in the value here If you are paying the admin fee out of your own commission leave this field blank Mortgage Payoff Amount total payoff amount for the existing mortgage Mortgage Company The name of the mortgage company servicing the mortgage Second Loan Payoff Amount total payoff amount for the existing mortgage Second Loan Company The name of the loan com
61. e resell or abuse this information in any way We will only use this information to administer your account Registration In order to start using RealtyJuggler you will need to fill out the registration form located here https www realtyjuggler com secure RegisterTrial RealtyJuggler User s Manual 8 Sign In Once you have registered you can sign in Just enter the Email address that you used when you registered and the password you used There 1s no software to be installed as RealtyJuggler runs entirely from your web browser If you check the Stay Signed In checkbox the next time you go to realtyjuggler com you will not be asked for a password If you are accessing your information from a public computer for example a computer that is used by multiple realtors you will want to uncheck the Stay Signed In check box That way after 15 minutes of inactivity your account will be signed out automatically Additionally you can sign out of your account by clicking on the Sign Out link in the upper right corner of the screen You can always sign in and view your RealtyJuggler from here https www realtyjuggler com main You should bookmark this address RealtyJuggler Sign In Email address Password Sign In Securely gt Forgot your password Y Stay signed in Encrypt Private Information Faster Don t yet have an account Sign Up for a 90 Day FREE trial Encrypt Private Information faster
62. e listing has not been entered into MLS Active when the listing 1s current Contract signed contract now handled in Close section Inactive for some reason the listing is no longer active and did not close Gave Referral Use this status for a seller who you have referred to another agent By creating a record and setting the status to Gave referral you can track your commission and track the deal as it progresses as well Enter information into the Referral Party as well as the commission tab If you want to remind yourself you contact the Seller and Seller Agent you can enter Contact every __ field in the appropriate party Extra Status You can add additional status values to your Seller by entering them into the Extra Status field The list of possible extra Status values can be edited from the Main Settings Preferences General section Address address of the listing Can add this record to Homes by first entering the address and then selecting Add to Homes from the drop down menu directly to the left of the Address text field Once added link arrows will be displayed Click on those arrows and you will go to the Homes record and can enter details about the home Projected Close projected close date If you provide an estimate for this field RealtyJuggler will estimate commissions for you Listing Agreement Expires on the date the listing agreement expires Additional information on the listing a
63. ection NOTE If you are using Outlook Synchronization you may want to uncheck this setting as Outlook Automatically creates items in your calendar for B Day and Anniversary reminders RealtyJuggler has two slots for Birthdays and Anniversary special dates If you would like to track more than two special dates you can create a repeating task Just click on the tasks tab to the left and make the task a repeating task that repeats yearly The advantage of using tasks for these extra special dates is that you can describe who the Birthday is for in the Description field of the Task IM can enter instant message contact information Drop down menu to the left of the field allows you to specify which instant message service and the field at the right allows for entry of the contact s instant message account Web Page can enter a web site for contact Referred By Describe how you met this contact This field matches up with the Microsoft Outlook field of the same name Additionally this field matches up with Source and Source Info fields in prospects database Sports List the sports that the contact is interested in Drop down menu lists common sports for easy entry Hobbies list hobbies that contact may have Children list children s names Notes icon in lower left corner Click to edit the Note Place your mouse cursor over Note to view Note contents To download a vCard file of the contact click on the Do
64. ed close date for both Buyers and Listings can be set from the Profile form If sales price is not known then asking price for Listing or Max Price for Buyer 1s used Estimated dates and amounts are displayed in bold with a Body color of red Amounts are considered estimated until you mark the commission or income as having been received To do that click on the line in the Commissions list and scroll to the bottom of the Commission or Other Income screen and enter a date into the Received Commission Check field By clicking on a row you can view a specific commission Click on the column heading to change the sort order Total commissions and sales are listed at the bottom of the screen Canadian and other International users can enter Commission tax This is a value added tax RealtyJuggler User s Manual 65 Main Income Commission Commissions are calculated starting with the sales price If the sales price is unknown then the asking price is used for sellers and the maximum price 1s used for buyers Sale Price 64535 Sales Commission 113 00 Commission Deduction 200 Gross Commission 1736 05 Referral Fee Referral 0 00 Franchise Fee 6 Franchise Fee Amount 104 16 Pre Split Deduction Split 100 Your Split 1631 89 Other Deduction 156 Agent Pays Admin Fee Total Net Commission 1475 89 Picked Up Comission Check No Date Commission Tax 7 Total Commission Tax 103 31 Paid Commission Ta
65. ed for default categories for contact records One line per category RealtyJuggler User s Manual El The Mail tab has the following fields Bcc me on All Email that I Send check off if you would like a copy of all of your correspondence Bcced to you All Email that is sent from RealtyJuggler is also retained within individual contact prospect Buyer Listing or Closing records However some people prefer to see all of their email as a single list and checking this option provides that Do NOT Include Text Letterhead on printed Letters normally printed letters includes your return address in the upper right corner of the first page of the letter However you may disable this by checking this check box You will want to do this 1f you are printing your letters with graphical letterhead Summarize Sent Mail Normally all mail that you compose and send is retained in its entirety forever However if you do a lot of DRIP mail or do a lot of promotional correspondence the bulk of Mail that is retained can slow RealtyJuggler down For this reason we offer an option to take Mail that has been sent and have it summarized in a note field and the full Mail message deleted after a certain amount of time This Preference setting controls if you want to do this and how long you want to wait before doing it The default setting is to retain 100 of all Mail messages Other possible values are 3 Months 6 Months and 1 Year If you select the 3 mon
66. egories can be used to separate clients from vendors and other Realtors Categories for Contacts Prospects Appointments and Tasks can be used to assign records to different people or better organize your information In the case of Appointments and Contacts all your categories are synchronized with Microsoft Outlook as well Buttons Along the top left of most screens are a series of buttons The first button is usually Done and will take you back to the Done Delete Contact previous screen Delete and New buttons are also typically found here you can type a note to attach to that screen You can hover your mouse over the note icon in the list A There 1s a small yellow note icon in the lower left corner of most screens Click on the note icon and view to see the first 32 characters of the note quickly The Lifecycle of a Prospect You would normally add a new Prospect first Then once you have determined which side of the deal you will represent use the Transfer Tab to transfer the record to Buyer or Listing Once you have a signed contract use the Transfer tab to transfer to Closing Additional details on Transfer are available in the Main Prospect Transfer section of this users manual Parties For Prospects Buyers Listings and Closings you can enter all the people who are part of your deal in the Parties section Your client will be one of the parties You can add as many parties as you like and they can include the referring age
67. eive technical support is to click on the Contact Us icon when signed into RealtyJuggler Backing Up Data Should your computer break down your data remains safe You can access your data from any Internet equipped computer All of your data is redundantly backed up on our servers This gives you peace of mind knowing that your data is safe in the event that your computer is lost stolen or damaged in a fire or other disaster It also allows you to always have access to your information at home in the office or even on vacation RealtyJuggler User s Manual You can also export your contacts calendar expenses and income using the Export capability described in more detail in the Settings Export section of this user s manual Basic Concepts There are a few basic concepts that are important to understand in order to use RealtyJuggler Navigation Navigation through RealtyJuggler starts at the Main screen with several icons Click on one of those icons to go into a particular section The section you are in 1s displayed at the top left of the screen as Mai n Conta cts General an address with a colon in between each level of an outline Click on individual items in the address to navigate back to that specific location We use this same convention when discussing particular sections of RealtyJuggler For example Main Prospects Prospect General represents the Prospect General section Clicking on Prospects link takes A Fa ricts you ba
68. ent The Notes section is ideal for longer notes that you would like to retain You can also upload files and associate them with your particular deal Prospect Buyer Listing Closing or Rental If you have files you would like to upload and not associate with a particular deal for example standard forms that you use you can use the Main Files section instead If you are storing scanned PDF documents in RealtyJuggler you should first compress them By compressing these files you can reduce the amount of space they take up by 85 The link below has additional information on that http www realtyjuggler com CompressPDF html Main Prospects Notes Note Click on the New Note button to create a new Note Click on the Delete Note button to delete the current note Main Prospects Transfer RealtyJuggler User s Manual 38 Transfer this record to a new phase by clicking on the appropriate icon Buyer Seller Closing Closing Rental Transfer ownership to another person by selecting from the pop up menu below Record Owner scott realorganized com v SS Eit Sharing list of users to share and transfer records with Records are transferred from one stage to another using this form The normal lifecycle is to start out as a Prospect If the Prospect becomes a client you would transfer them to either the Buyer or Listing stage Once you have a signed contract you would transfer them to the Closing stage At each stage
69. enting as selling in that you can enter the Deal Type e Ifyou are offering ongoing rental management you can use the Rentals section of RealtyJuggler To compute commissions for a rental property use commission rather than commission and fill in your commission amount in dollars The auto tasks for a Buyer or Listing record will have tasks that make no sense for a renter like loan approval and additional parties that you may not need Just delete the parties documents and contingencies that you don t need The Auto Tasks will automatically disappear If you would like to quickly find all sellers or buyers who are looking to rent from the list views add a note for the buyer or seller to that effect Looking to Rent To add a quick note click on your Buyer Listing Closing or Home record and then click on the yellow note icon in the lower left corner Type your note and click on the Done button You can quickly see this Note from the list view just hover your mouse over the note icon Additionally you can click on the Search icon from the main section and search for whatever you typed into the notes fields RealtyJuggler User s Manual 69 Rentals Rental Management The Rentals section is for ongoing rental management This section allows you to track properties that are being rented with a minimum of fuss Track details like rents expenses and administration fees Se If you are acting as a broker and finding a renter for
70. ftware can read Calendar files as this format is an Export international standard Microsoft Outlook formatted data is readable by some older software However it is not as complete a data format as iCalendar You should try to use Calendar formatted files whenever possible Even Microsoft Outlook uses this format therefore the Microsoft Outlook formatted files should only be used as a last resort Expenses and commissions are exported as a CSV formatted file This file will be readable by Microsoft Excel or any other spreadsheet program The name of the file exported is something like 37 576 export csv and will usually be downloaded to your desktop or wherever else you have told your browser to download the file The Commissions Expenses Homes Mail Forms and Task Plans export format is readable by any spreadsheet program Contacts and Appointments can be exported in full where all contacts and appointments are exported Additionally only contacts and appointments that have a specific category can be exported This can be determined by selecting from the Category to Export menu Troubleshooting Q When I export contacts from RealtyJuggler using Microsoft Outlook CSV format my repeating appointments are no longer repeating A The CSV Outlook format for calendar entries does not handle repeating appointments Instead a repeating appointment will only show up as a single appointment If you would like to transfer repeating appointme
71. g on the Settings button PMI is calculated only if primary loan is for gt 80 of purchase price of home PMI is calculated based upon primary loan amount For combo loans enter information on Loan 2 and Loan 3 then go back to Input tab and click on the Estimate button Ifthe total of Loan 2 3 and down payment exceed 20 of total sale price of home then PMI will be 0 Loan 2 and Loan 3 tabs allow for combo loans to be computed such as 80 20 and 80 10 10 loans These tabs allow for entry of loan amount interest rate and term of loan Based upon that information monthly payments are computed If there are any additional monthly or yearly fees associated with these loans you can add these fees into fields in the Input tab Once you have entered your values click on the Results tab at the top of the screen At the bottom of the results is a button Download Print Report which will download an rtf file which you can open using any word processor This report is suitable for printing and providing to your client On the following page is a sample report RealtyJuggler User s Manual 36 Mortgage Payments for Andrew Houser Prepared For Andrew Houser Date July 10 2009 Prepared By Judi Smith RealEstate One 765 765 7865 judi realestateone com Home Purchase Price 120 000 Mortgage Information First Mortgage Amount First Mortgage Down Payment 20 000 of 120 000 First Mortgage Interest Rate First Mortgage Term Second Mort
72. gage Amount Second Mortgage Interest Rate Second Mortgage Term Interest Compounded Monthly Monthly Payments First Mortgage Second Mortgage Taxes Insurance Other Fees Total Monthly Payments PITT For the first year tax deductible interest payments would be 8 524 For the first year property taxes of 1 080 would be tax deductible The above figures are estimates Individual verification recommended RealtyJuggler User s Manual 66 000 66 000 7 500 30 Years 30 000 12 000 30 Years 461 308 90 15 33 907 Main Prospects Service Report The service report lists all of the information for your deal in a single summary screen You can view this information directly on the screen or download it as a report for printing by clicking on the Download Print Report button at the bottom of the screen The Service Report is suitable for your own use or to present to a client to show how hard you have been working for them You can limit which tasks and notes are displayed in the report by changing the drop down menus at the top of the screen Main Prospects Notes amp Files The Notes sub section allows multiple notes to be associated with a record The Notes section can be accessed by clicking on the Notes amp Files section of a record Click on the New Note button to create a new note If you just need to add a short note you will find the yellow Note icon at the top left of most screens to be more conveni
73. greement is available in the Documents section Deal Type can select if the seller is looking to sell the property rent it out or looking for either Rent Month if the seller is looking to rent this field is visible It allows you to select the rent amount as well as how often rent is to be paid or calculated Ask Price the asking price for the listing This would only be visible if the property is for sale as opposed to being for rent House Check the last time you checked the house Check Every X Days fill in this field if you want to be reminded to check the house This feature is particularly useful for vacant properties Key location of the key No Lockbox if the client has insisted that no lockbox be used check this field Lockbox can enter the lockbox number here Preferably you would select LookUp Lockbox from the drop down menu and then choose a lockbox from your inventory That lockbox will then be automatically assigned to this listing Occupied who is living on the property Some sample values are provided in the drop down menu however you may enter anybody you so choose Why Sell the reason for the sale Examples are included in the drop down menu but you may type in any reason you wish Web Link Fill in a link to a web page that relates to the listing like a for sale notice on CraigsList Fill in this field and an additional one appears Can have up to 9 web links Click on the lin
74. gs section Clicking on the Outlook Sync icon will allow you to synchronize your contacts with Microsoft Outlook The Contacts database has several columns The first column displays the name spouse name address and company name The second column lists all of the phone numbers and emails for that contact The third column displays the date that the contact record has been last modified this column is called Last Saved The last column lists all of the categories that the contact is associated with A contact can be associated with as many categories as you like You can sort your contact records list by any of these categories by clicking on the column heading One common thing that most people like to do is to contact everyone in their contacts database at least once a year An excellent way to do this is to fill in the Birthday and Anniversary field for your contacts That gives you a good reason to give a contact a call at least once a year You will also want to go to the Main Settings Preferences Tasks section of RealtyJuggler You will then see a option to be reminded of Birthdays and Anniversaries If you are in the habit of calling people on their Birthday or Anniversary you will wan to check off that option If you would like to contact someone more frequently for example every 90 days click on the contact and then click on the Tasks tab Click New Task button at top of screen and fill in a repeating task that repeats every 90
75. h both the property contact and the buyer To delete a showing click on the Delete Showing button The follow up date can be a useful record if follow up activity such as an agent to agent conversation has taken place Map View a map of the home using Google or Yahoo maps by clicking on links See the Settings Email section for information on how to send preformatted email Main Buyers Offers The list of Offers is displayed in this form Offers are a useful way of tracking ongoing negotiations By entering this information when an offer is made you can quickly create a closing record should the offer be accepted Just change the status to Accepted and your record can be transferred RealtyJuggler User s Manual 42 Main Buyers Offers Offer An offer can be made either by the Buyer or the Seller Offer records can be created in one of two ways as follows by clicking on the New Offer button on the Offers form by selecting the Make Offer status in the Showing form Clicking on the Delete Offer button will delete the offer By changing the status to Accept a new closing record can be created with all appropriate information already filled in This is a convenient way to quickly create a closing record Additional details about an offer can be recorded by clicking on the note icon at the top left hand side of the form See the Main Settings Mail Forms section for information on how to send preformatted email Main
76. hat this is for a Late Payment fee There is a summary that lists the balance due as of today A negative balance due means that the tenant has paid ahead their rent The Next rent Payment Due Date lists the next rent payment that is due If the tenant is full paid up then this will be Paid This is a great way to make sure that then tenant is all paid up For your convenience and for tax purposes you can export a spreadsheet file of all the expenses from the fees screen You can use this rental management section to handle both short term vacation rentals as well as long term rentals The easiest way to use this section 1s to create a fresh record for each new tenant Once a tenant moves out and you have returned their security deposit set that record to Inactive or delete the record In this way you can easily handle several renters for a simple property To sort the Rentals list click on the column title that you would like to sort by The default is sorting by Lease Start in reverse chronological order Main Rentals Work Orders When work is required on the rental property add a work order Once work is complete make the completed date Main Rentals Expenses Enter expenses that are related to the rental property These expenses are those that are to be reimbursed by the Owner of the property If there are expenses that are yours as an agent or property manager you can add them to RealtyJuggler User s Manual val the Main
77. he house including their dimensions and features For convenience s sake a set of default rooms is automatically created You may modify these rows as necessary Total square footage is automatically calculated This value is NOT total livable square footage since it does not include irregular dimensions However it can provide a good ballpark estimate Click on an item to get more detail about it Click on New Room to create a new room To delete a room click on it then click on the Delete Room button in the Room window RealtyJuggler User s Manual 60 Main Homes Rooms Room Information for each room can include dimensions built ins flooring and much more Information can be entered via both drop down menus and free form Body entry Navigate from room to room by clicking on drop down menu in the upper left corner of the screen Dimensions should be entered with w width and h height Values can be decimals such as 12 5 but they cannot include fractions Dimensions are normally measured in feet in the USA and in meters in Canada Level the floor on which the room is located Values from lowest to highest are Lower 1 Lower 2 Main Upper 1 Upper 2 To delete a room click on the Delete Room button Y ou can enter information free form by clicking in the text field and entering any text you please This capability permits easy flexibility of entry and editing Main Homes Outside The Outside form permits fast entry of a ho
78. he owner Once you have received a fee payment you can click on the new fee payment button and add the payment amount The Balance Due and Total Payments amounts at the bottom of the screen of the Fees screen will automatically be adjusted 2 Download Management Fees as Comma Separated Values CSV file For your convenience and for tax purposes you can export a spreadsheet file of all the management fees from the fees screen Main Rentals Cars Enter the cars of your tenants This allows you to track assigned parking places and to quickly track who has what car If you get a call asking who is the owner of a car with a specific license plate use the global search from the main section Enter the plate number If a match is found click on the list entry This will take you to the rental record and from there you can click on the Cars section to see additional information on that car Main Rentals Documents This section is suitable for tracking rental agreement walk thru documentation addendums and such The information entered into the Rental agreement such as lease duration and rent amounts are automatically mirrored in the other sections Main Rentals Service Report The See Prospects Service report for a full description Main Rentals Notes amp Files For most notes you will want to click on the yellow note icon in the lower left corner of every screen However for longer notes or a series of notes that need to be accum
79. i Listings rn Ridi sranna n a A O AAA 45 Main Listings Promotions 0 A A O AAA 45 Main Listings Promo tOdO Vian A E A 45 TTOUDISSMOOUIG 2x os los a a a O le 46 Main Listings Showings e hdan tierce a tt bese 46 Request Showing Feedback trom am A gent cic a A a aee aR 47 Spanish Version of Request Showing Feedback iii hi 47 Wain Listings SHOWINGS SO Wil Ooch dt ica 47 Have your Seller Enter Agent Showing Contact Information ccccccesssssesseeeeeeeeceeeeeeeeeeeeeeeeeeeeseeeeeeeeaeeeaaaeaaas 48 Spanish Version or Showing Feedback Form Vat ita 48 Main Lises Oltra da 49 Main ES EV split 49 Main Listings Documents tds td 49 Maim EASTING S Seller Nerd tds at bs 49 Main Listinos COMO dai td ds 32 Mam ri A O R 52 Mam LISAS Notes F lE Susi ii 52 RealtyJuggler User s Manual 4 Matmnttastinos asks id tica 32 Matmlistinos rante rd oo idea 32 A S ara N N a a ence de a ag ieee ene eee 52 Mai Clos deseos 53 Man Clos ins deseados 53 Main Closinos Pare A oli 53 Man Closines Lares Ladino 54 DA Sio A O A A E 54 Mam Closings S10 A a a idias 54 Mam Closings Continentes tds 54 Main Closines Contingenties Conte ts 54 Main Closings CONVEY ANCes lts 54 Main Closings Convey ances CONVE y aie rich ct toras dcctenee ec a sana erated ete we esbetians DD Main Closings DIC lts DD Main Closimes Documents Document diodo ici DD Main Clos mes Escoba custas 56 Main Closings Escrow amnesia 56 Main Clos mos Seler N a lite S6 Main C losines CO
80. if it does how often Every XX Day s if Repeat specifies that the appointment repeats this field is visible on appointments that repeat weekly can be specified to repeat on specific days of the week For example to repeat on Monday Wednesday and Friday you would click on Mon Wed and Fri buttons Repeat By This option is available if repeating an appointment monthly Can specify that the appointment repeats by Date or Day Date would be the specific date of the month By Day will calculate repeating based upon the day of the week and the position of the appointment within the month For example if the start date was on a Thursday and that Thursday was the third week of the month then specifying by Day would allow you to repeat that appointment on the third Thursday of the month Stop Repeating can specify if you never stop repeating the appointment if you stop repeating the appointment after so many time or on a specific date on If Stop Repeating specified by date you specify the date that the repeating appointment stopped repeating after xx times if Stop repeating specified Times this field allows you to specify the number of RealtyJuggler User s Manual 28 times that the repeating appointment should repeat Category can specify the category for the appointment Drop down menu to the left of the field specifies common categories This list of choices can be edited from the Setting section Can
81. ing scale With a certain percent commission up to a threshold sales amount and a different percent commission beyond that threshold This is a particularly common calculation for Canadian real estate agents To do this you would select Graduated Sales Commission from the drop down menu that normally displays Sales Commission Two additional fields will appear allowing you to select a threshold amount and a second tiered percentage If you are using this calculation it is recommended that you use the Split to determine what portion of the total commission is yours This is slightly different than traditional US calculation where the percentage you enter is strictly the percentage for your side of the transition There are many possible ways that commissions can be calculated You should adjust values as needed and you will see calculations will instantly be adjusted If you have a particular commission situation that cannot be computed using this calculator please contact us and let us know about it We can often enhance the capabilities of this calculator for you within a few days A printed report can be downloaded as an rtf file This file can be opened using any word processor such as Microsoft Word and then printed The format for this downloaded report is suitable to view and compare against your final commission check A sample report can be seen on the following page RealtyJuggler User s Manual 67 Agent Sales Commiss
82. ion menu item If you select graduated sales commission it will be most convenient for you to select Split The default split that you use for your commission computations Franchise Fee The default franchise fee that you pay for each transaction Agent Pays Admin Fee If your broker charges you an admin fee for each transaction and you do not pass this cost on to your client you would fill in value here This is a default fee that is subtracted from your commission The sale commission can be computed in three ways By a strict numeric value by a percentage of sales price and by a tiered calculation based upon sales price and two values This last tiered approach is called Graduated Sales Commission By selecting this last option you will have the opportunity to select two percentage values and a threshold value Commission is calculated by using the first percentage up to the threshold in sales price Any amount above the threshold sales price uses the second percentage calculation This 1s a common calculation used for large value homes and is commonly used in Canadian real estate markets If commissions are calculated using tiered commission structure you can use the split to break out the portion of the sales commission that 1s yours Under all the other circumstances the sales commission percentage used is your sales commission for example 3 0 and 1s used to compute your commission RealtyJuggler User s Manu
83. ion Agent Name Jackie Anderson Re Max Date July 10 2009 Close Date No Date Client Name Sally Seller Client Address 866 Main Street Sales Price Sales Commission 6 of 100 000 00 Commission Deduction Commission After Deduction Referral Direction Referral Fee 25 of 5 000 00 Franchise Fee 6 of 3 750 00 Your Split 75 of 3 525 00 Other Deduction Agent Pays Admin Fee Total Net Commission The above figures are estimates Individual verification recommended RealtyJuggler User s Manual 100 000 00 68 6 000 00 1 000 5 000 00 Received 1 250 00 225 00 2 643 75 176 00 200 00 2 267 75 Handling Rentals and Renters Y ou can track rental properties with RealtyJuggler There are several ways to do this e Ifyou have a home in your Homes database that is for rent select Rental for Deal Type in the General section e Fora person who is looking to rent create a new Buyer record and add a rental agreement document click on the Documents section and fill in the rent amount they are interested in paying and other financial details Fill in the features they want in the Features tab If you would like to see something from the list view click on the yellow note in the Buyers General section and add a note like Rental e If you have someone looking to rent out his or her property create a new Listing and fill in the Deal Type field in the general section e Closings are the same for r
84. ip between each page of results Sources of Referrals and Inquiries This field is the list of sources of leads referrals and inquiries that you commonly draw upon You can edit this list as you please with one line per source It is a text edit field so just click in the field and hit the return key to create a new line This list is displayed in the accelerator for Referral Source for Contacts Prospects and for Seller Showings and Inquiries Extra Status Values If you need an additional Status value for your Buyer Listing Closing or Rental records enter them here with one Status value per line These Status values can be used to mark your deal records in any way you like For example you can specify if a Closing is a Short Sale or if the deal is assigned to a particular person The Contacts tab has the following settings Custom 1 Label This is the label that us used for the Custom field that is available in the Contact General section of all contacts You can change this label to anything that you like in effect creating your own custom field This custom field is synchronized with the Custom1 field in Microsoft Outlook Custom 2 Label just like Custom 1 Label Custom 3 Label just like Custom 1 Label Custom 4 Label just like Custom 1 Label Contact Categories List the categories that you would like listed for default categories for contact records One line per category These categories are automatically created
85. it Approximately ten of these are electricians I need to know how to assign a category to those 10 electricians and find them quickly A Go to the Contacts section Click on the Select Multiple Rows link right above the contacts list A column of check boxes will appear in the table Check off the electricians from the list Click on the Do Multiple drop down menu right above the list and select Add Category Type Electrician into the dialog box and click OK These contacts now have a category of Electrician added to them Now click on the Show Category drop down menu in the upper right corner of the screen and select Electrician from the list This will filter your contacts list so that you just see the Electricians Q When I view my contacts or anything else in a list they are not sorted alphabetically How do I sort them A You can sort all of the lists in RealtyJuggler by clicking on the column title you would like to use as your sorting field Calendar The calendar section lists appointments in a list DEC view Tabs along the top specify duration to Show Category all EN view Day Week Month Year and Date specifies start date Done New Appointment Calendar entries are displayed in a list view Today Day Week Month Year with the following columns Date Display start and end date of December 2010 the appointment Su Mo Tu We Th Fr Sa Description
86. k icon to the right of the field to go to that web page See the Main Settings Mail Forms section for information on how to send preformatted email Main Listings Parties See Main Prospects Parties section for full description Main Listings Parties Party See Main Prospect Parties section for full description RealtyJuggler User s Manual 44 Main Listings Sign This form tracks the status of your yard sign including when 1t went up when 1t went down and whether any sign riders have been placed Fields available are as follows Use No Sign check this box when your client insists that no yard sign be used Sign Up the date when the sign went up Sign Down the date when the sign was taken down Brochures if there is a brochure box enter the number of brochures placed in it As Of the date when the brochure box was last checked Refill Every X Days if you would like to be reminded to refill the brochure box every X days fill in a number here If you don t want a reminder leave this field blank You can track what riders are on your sign when they were put up and when they were taken down To add a rider click on the Add Rider button To view information on an individual rider click on that rider Main Listings Sign Rider This form allows you to enter information on your rider Type the type of rider Values are Other for riders that don t fit into any other categor
87. kbox is not in use You should add all your lockboxes to this section for easy reference while you are in other sections By clicking on a row you will view details on a specific lockbox You can create a lockbox entry by clicking on the New Lockbox button You can select multiple lockboxes to delete or change their category all at once To do this click on the Select Multiple Rows link at the top of the screen All the lockboxes will have a check box added to them You can then check any expenses you wish to work with To select all the expenses click on the check box in the column heading Once you have selected all the rows you wish to operate on scroll to the top of the screen and select from the drop down menu Do Multiple the action you wish to do such as Delete Main Lockboxes Lockbox The Lockbox form contains information about a particular lockbox Fields are as follows Lockbox the unique number you use to identify your lockbox You can also use the serial number or a unique naming system of your own When a lockbox is put on a home check the Installed check box The installation date and removal date are automatically updated A lockbox can be associated with a listing from the Seller General form When linked or unlinked the dates the installation check box and the address field for the linked lockbox are all automatically updated Type what type the lockbox is Types include Combo Digital Key and None
88. layed in the Prospects list view You can use these text fields to better understand where you leads are coming from and based upon that information you will be able to track individual marketing campaigns and promotional efforts Contact every 12 days If you need to contact a client in 30 days set the Contact Every __ days field to 30 a e Remember however that this is 30 days from the last contact date not from the date Contact again in 7 5 days when the field is set If you select from the drop down menu Contact again in you will have a non repeating reminder You can send an email by clicking on the Mail tab to the left of the screen See the Main Mail section for information on how to send preformatted emails to your prospect Main Prospects Parties Lists all parties involved in a transaction New parties can be added by clicking on the New Party button If multiple people have the same role for example three people buying an investment property you can create three individual parties each one a buyer For a single Buyer record Click on an individual list item to view detailed information about a specific party A green circle with a check mark shows the parties you are representing A few parties are pre created for your convenience You can delete these if they are not needed This is especially useful if you have AutoTasks regarding these unneeded parties Main Prospects Parties Party An individual party ca
89. ll see is displayed below Media Email vi Status Pending wd Send Date today 11 22am To Mi Also To Use Standard Drip v eee aana library with Drip Group POP PPS PRESSES ESSEC TEEPE EEE PEPPER EPR EERE EERE eT HBARARARARAAAARARAAAAARARAAARARAARARIAARIARARARAAAARAAARAAARAAAARAAARARARARAAAARARARARARAAAAAAAAAA e ee eee _Create Drip Mails Select from the Drip Group the group of emails that you would like to send and click on the Create Drip Mails button A series of time released emails will then be queued up for you You can create a series of letter to be printed by selecting Print for Media To start the Drip in the future set the Send Date Spanish versions of all Drip Mails are available by selecting from the Standard Drip menu and selecting the Standard Drip Spanish menu item If you have created your own Drip Mails they will be available by selecting the Custom menu item You can create your own customized Drip mails from the Main Settings Mail Forms section RealtyJuggler User s Manual 25 Main Contacts Mailing Label Use this tab if you want to print a mailing label for just this contact The mailing information will be presented in a format suitable for mailing label printer or printed on Avery style sheet labels If Avery style sheet 1s used you can specify which label to use on the sheet allowing you to print on sheets of labels that have already been previously partially used If you intend to send a letter
90. me Call First Check Box used for showing contact to determine if the showing contact should be called before showing the home See the Main Mail section for information on how to send preformatted email RealtyJuggler User s Manual 31 Main Prospects Rent vs Own There are four tabs at the top of this screen You can move between each section by clicking on the various tabs A number of default values can be entered from Mail Settings Preferences Calculator These default values are used when you first start using any calculator All of these values can be individually overridden from an individual calculator with the results saved with the specific Prospect record These tabs are Rent Tab Rent monthly rent To be fair use rental expense for a home that is similar to one that would be purchased Rent increase the expected yearly increase in rent When in doubt use the inflation rate Renters Insurance yearly expenses for rental insurance Other expenses other expenses such as garage fees storage fees etc Own Tab Loan term the length of the loan in years Mortgage the loan amount Down down payment in either dollars or percentage You can specify which of these options to use by clicking on the drop down menu Interest Rate yearly interest rate of the loan Taxes yearly property taxes PMI PMI fees if applicable Home Insurance yearly expense of the homeowner
91. me common fields MLS uses in tracking homes for sale Fields are as follows Model Name the model name of the house Levels the number of levels the home has Roof the kind of roof the home has Year Built the year the home was built FE School name of the home s elementary school M School name of the home s middle school H School name of the home s high school Main Homes Utilities The Utilities form holds information about utility companies average monthly costs and transfer of billing from seller to buyer Costs displayed to the far right show the amount and frequency of payments If a Note icon is shown to the far right you can hover your mouse over the note icon to see the first 30 characters of the note The note can also be viewed by clicking on a row and then clicking on the note icon on the top left of the screen To add a utility click on the New Utility button For convenience s sake the utility costs records can also include taxes and HOA expenses Main Homes Utilities Utility This screen displays individual utility information about a house Type the type of utility Taxes and other costs can also be entered in this field for convenience s sake Common types are available in the drop down menu but any type you wish can be entered into the editable Body field Company the company responsible for the utility For convenience s sake clicking on the drop down menu will allo
92. me s outside features Selection from the drop down menus adds text to this field at the top of the screen Body can also be directly entered into the text field at the top of the form You can enter information free form by clicking in the Body field and entering any text you please This capability permits easy flexibility of entry and editing Main Homes Features This screen describes the house s general features Select features from the drop down menus and they are added to the field at the top of the screen You can enter information free form by clicking in the field and entering any text you please This capability permits easy flexibility of entry and editing Main Homes Mechanical This form permits fast entry of mechanical information about a home for sale Enter information by clicking on the drop down menus or enter text directly in the field at the top of the screen You can enter information free form by clicking in the text field and entering any text you please This capability permits easy flexibility of entry and editing Main Homes Commercial If this is a commercial property this section can be used to record that information RealtyJuggler User s Manual 61 Usable square feet Rentable square feet Zoning Building Class Parking Spaces Parking Gross Potential Rent month Operating Expenses month Occupancy CAP Ratio Main Homes Details The MLS Details form contains fields for many of the sa
93. me to talk to me about our real estate market have been fortunate to serve many happy clients and it is my hope to someday serve you pee ree ee in mind Or if you know of others who are looking to buy or sell a home please give them my name If you have any further questions please don t hesitate to call or email me Thank you v Looking for some inspiration Use a message from the Standard v template library and then sect an Individua template to use eer Prospect Thank You joa Pending E Mail is automatically sent Click here to send by hand Done Delete Mail RealtyJuggler User s Manual 24 There are also several hundred pre formatted mail forms that you can use To use a mail form click on the Library Template menu and select the template you would like Additionally if you select from the drop down menu Standard and select the Standard Spanish menu item you will find Spanish versions of all of the pre defined mail forms You can also create your own templates which will be available when you select the Custom menu item See the Main Settings Mail section for information on how to create and customize your own mail forms The Mail form has a number of fields They are Media Select Print if you want to print your letter To print click on the Done button and then click on the Download button Status The Status starts out as Pending Once the email has successfully been sent it becomes Sent
94. mended that you have high speed Internet access SmartPhones and other Mobile devices RealtyJuggler can synchronize contacts and calendar with any smart phone Please see the users manual titled Contacts Calendar Synchronization Tutorial for additional information on this topic Security All communication between you and RealtyJuggler is encrypted Some information is temporarily stored on your computer and that is also encrypted When you sign out all RealtyJuggler encrypted information is removed from your computer Our servers are located in a secure facility with 24 hour video monitoring and security doors that require keycard access by authorized personnel The data itself 1s stored on a dedicated server that is backed up every evening Extensive network security logging and firewalls are in place to assure the integrity of the data itself Should your personal computer contract a virus you cannot infect your data on our servers Should your computer be stolen your RealtyJuggler information cannot be stolen since 1t resides on remote secure servers All password information is stored using one way encryption This means that your password 1s not stored anywhere only an encrypted version is stored No credit card information is stored on our servers RealOrganized Inc never even sees the credit card information We use our trusted partner PayPal for all credit card transactions Your information is considered private We do not us
95. n be viewed from the Party form The top half of the screen contains contact information Contact information can be entered from this form An address can be called up from the Address Book by clicking on the down arrow Y directly to the left of the edit field RealtyJuggler User s Manual 30 The bottom half of the Party screen displays information that is specific to that party based upon the role they have in the transaction The Role field describes the role the party plays in the transaction The first few parties have fixed role names which cannot be deleted or changed For example the Buyer role for a buyer record cannot be deleted The possible roles are as follows Other if none of the existing roles are appropriate use other Prospect prospective client Buy Agent agent that represents the Buyer Sell Agent agent that represents the Seller Referral your source for the client referral This might be an agent or some other source Buyer Seller Referral if you received the client via a referral fill in this party Can be another agent or any other person Showing Contact to show the house contact this person This field 1s useful when the home is not owner occupied Appraiser Buy Mortgage the buyer s mortgage company Attorney info about an attorney Settlement the settlement company Insurance buyer s insurance information Inspector covers all kinds of inspection
96. nd select from the drop down menu Do Multiple the action you wish to do such as Delete Main Closings General The Closing General form displays general information about a closing record The following fields are available Address of the property to be sold This field can be linked to the Homes database by clicking on the drop down menu to the left of the Address field Close Status closing status Extra Status You can add additional status values to your Closing by entering them into the Extra Status field The list of possible extra Status values can be edited from the Main Settings Preferences General section Side the side you are representing Acceptance Date when the contract was signed Walk Thru the date when the walk thru is scheduled This value will be saved to Date Book Close the date when the closing is scheduled This value will be saved to Date Book Possession the date when possession will take place This value will be saved to Date Book Deal Type select if the home was for rental or sale Rent month visible if the home was for rent Enter rental amount and frequency of rent payments Sale Price the sale price of the home The sale price is used to calculate your commissions You can add details about the sale s terms in the Notes Conveyances and Contingencies sections Concession the total dollar amount of concessions Concession Description description
97. ng any contingencies the buyer has Common contingencies are provided in the drop down menu to the left of the Body field However you are not limited to these choices You can provide any answer you please Best hours what are the best hours to go house hunting Private Buy Status Active Fi First Name vw Jill Mark Last Name Burdorff Home Phone 513 677 8297 Proj Close w May 14 2008 11pm gt Max Price S 300000 Down Loan Status None Why Buy w Job Reasons Renting Now 7 Lease Ends June 10 2008 Contingency Best Hours See the Main Settings Email section for information on how to send preformatted email Main Buyers Parties See Prospect Parties section for full description RealtyJuggler User s Manual 4 Main Buyers Parties Party See Prospect Party section for full description Main Buyers Features This form describes the general features of the home the buyer wants Select features from the drop down menus and they are added to the text field at the bottom of the screen Direct addition and modification of this text field is available as well Y ou can also enter information by clicking in the text field and entering any text you please This capability permits flexibility of entry and editing Thee are also two one line entry fields at the bottom of the screen Area the region where the buyer is interested in viewing homes School enter any special school requirements such
98. ng to purchase a home his status should be set to Inactive If a buyer currently has a contract on a home his status should be set to Close Buyers can be created in two ways 1 by using the New button on the Buyers Form by using the Transfer sub section from within the Prospects section Buyers created using the Transfer sub section have all of their relevant data transferred from the Prospects section to the Buyers section Additionally the Prospects status is updated to Client By clicking on a row you will view a record Once viewing a record a shorthand notation is provided to remind you of which section you came from in the top left part of the screen Clients who are looking for more than one property to purchase should have two Buyer entries This permits flexibility in tracking each property search individually Main Buyers General This screen provides general information about the buyer Fields include the following Buy Status status of the buyer Values include Active buyer actively looking for a home Contract buyer has a signed contract and has moved to closing Inactive buyer has suspended looking for a home Extra Status You can add additional status values to your Buyer by entering them into the Extra Status field The list of possible extra Status values can be edited from the Main Settings Preferences General section Proj Close projected close date Provide an estimate as to the bu
99. ngs Escrow Earnest Each Earnest activity can be tracked on the Earnest Form A number of individual fields allow for detailed record keeping in accordance with your fiduciary responsibility Fields are as follows Date when the transaction is scheduled to take place or when it took place Planned scheduled payment amount Bank name of the bank where the funds are held Click on the New button to create a new Earnest entry Click on the Delete button to delete the current Earnest entry Main Closings Seller Net See Calculator section for full description Main Closings Commission See Main Commissions Commission section for full description RealtyJuggler User s Manual 56 Main Closings Service Report The See Prospects Service report for a full description Main Closings Notes Files See Main Prospect Notes amp Files section for full description Main Closings Tasks See Main Prospect Tasks section for full description Lockboxes The Lockboxes section is used to track your lockboxes To filter which Lockboxes are displayed in this list click on the show drop down menu in the upper right part of the screen and select the lockbox status you would like to see Status Possibilities All display all lockboxes Installed for when the lockbox has been installed Lockboxes Remove for when the lockbox is no longer needed but has not yet been picked up Available for when the loc
100. nt loan officer agent for the other side etc As a convenience the General tab for Prospect Buyer and Listing all have contact information for your client in them This information will also show up under Parties as well You can decide if you would like to put your party contact information in your Contacts list or not For some situations 1t makes a lot of sense For other situations you may wish to keep the contact information specific to just that one deal All of this 1s controlled using the drop down menu adjacent to the First Name field Click on the arrow Y and select the Add to Contact menu item to add them to your Contacts list Linked contacts will have a blue gt gt arrow to the right of the First Name field Click on that link arrow and you can view your Contact s details Sharing Information with Partner or Assistant Information on how to use RealtyJuggler with a team is located here http www realtyjuggler com Sharing RealtyJuggler User s Manual 13 Printing Reports and Downloading There is a print icon at the top left corner of the screen Click on it and you can print a nicely formatted h view of what you are seeing on the screen If you are looking to print more detailed reports you will find Download links at the bottom of all of the summary screens The downloaded files are CSV Print format suitable for viewing within Microsoft Excel or any other spreadsheet program You can use these downloaded file
101. nt other You can specify the relationship by using the drop down menu which allows you to specify the relationship If the last name of the spouse and the contact 1s the same then just include the first name If different then include the full name in this field Company the company that the contact works for Company in List check box that allows you to specify if the company name should be displayed in the contacts list view This 1s useful for contacts that are primarily company contacts such as title companies Title Can use to enter the title the contact has within the company Categories can assign one or more categories to each contact Categories are listed comma separated in this column Click on the drop down icon to the left of the field to see common categories This list can be edited from Preferences section Phone up to 9 contact phone numbers or email addresses can be entered To the left of the field is a drop down menu allowing you to specify phone number kind such as Work Phone Home Phone Email etc Only one blank field is displayed at a time Once that blank field 1s filled in an additional blank field RealtyJuggler User s Manual 21 appears Up to 5 phone numbers can be entered B Day can enter a yearly reminder such as Birthday or anniversary If you wish to have this date added to your automatic tasks make sure to check the Contact B Day Reminders check box in Main Settings Preferences Tasks s
102. ntact If your spouse has a different name than your contact then you will want to modify this field Otherwise you should find that the default value for this field is sufficient There is one exception to using this format When addressing a mailing label to a Work address the spouse field is never used Additionally the contacts company and title are also used The form is like this ReMax Inc Attn Jessie James Broker 810 Main Street Dallas TX 87678 RealtyJuggler User s Manual 23 where the company name is listed first on a second line is the contacts name and title Main Contacts Contact Photo Upload a photo of your contact by clicking on the Browse button and selecting a photo from your hard drive Next click on the Upload button to upload the file The photo once uploaded will be displayed at the bottom of the page Once a photo has been uploaded 1t can be removed by clicking on the Remove button which appears once a file has been uploaded Files must have the file extensions of gif jpeg jpg or png You can download the attached file by clicking on the file name link Contacts Contact Mail If you would like to send an email to your contact click on this tab Click on the New Mail button at the top of the screen and type your email in Media Email v Status Pending v Send Date today 10 09am To Gary Ashton vi gt Also To Mail Subject Thank You Mail Body Dear Gary Thank you for taking the ti
103. nts try exporting iCalendar format This format does support repeating appointments RealtyJuggler User s Manual 84 Settings Sharing This capability is fully documented in the users manual RealtyJuggler Quick Start pdf In the section Sharing Information with a Partner Assistant and Sharing Information with an entire Office located around page 16 Main Settings Log This section allows you to review what changes have been made to your RealtyJuggler account This soe is particularly useful when working in a team environment where multiple people are accessing the same account It also records when records have been deleted when records were imported and your subscription purchases You can change the sort order of the list by clicking on the appropriate column title You can filter by a date range Select the start and end dates and then press the Search Log button Main Settings iCalendar This section allows you to subscribe to your calendar using the Calendar Internet standard All modern calendar PPL applications handle this format What s useful about iCalendar is that you can view read only your calendar from many different programs while retaining control of your information at one central point RealtyJuggler You can subscribe to your calendar from any iCalendar reader Readers include iPod iCalendar Sunbird Apple iCal and Windows Calendar Microsoft Outlook 2007 and Google and Yahoo calendars RealtyJuggler
104. nual 87
105. of any concessions Web Link Fill in a link to a web page that relates to the closing like a for sale notice on CraigsList Fill in this field and an additional one appears Can have up to 9 web links Click on the link icon to the right of the field to go to that web page Main Closings Sell This Form is used when the Side drop down menu Main Closings General is either Sell or Both This information is a Subset of what is contained in the Main Sell General form and includes Ask Price asking price for the house House Check when you last inspected the house Check Every X Days if you want a reminder to check the house regularly Leave this field blank if you do not want a reminder This reminder is especially useful for vacant homes Key the location of the key usually in the lockbox Lockbox assign the home a lockbox from your inventory of lockboxes Occupied the occupied status of the home A drop down accelerator has common options from which to choose but you can write anything you like in this field Main Closings Parties See Main Prospect Parties section for full description RealtyJuggler User s Manual 53 Main Closings Parties Party See Main Prospect Parties section for full description Main Closings Sign See Main Sell Sign for full description Main Closings Sign Rider See Main Sell Sign Rider for full description Main Closings Contingencies This screen displays the list of
106. on about your listings collect information about the properties your clients are interested in purchasing F Homes User s Manual 39 collect information for CMAs provide additional address information on properties to be sold Clicking on the menu in the upper right corner of this screen titled Show Status enables filtering By filtering you can limit the number of records that are shown To create a new Home record click on the New Home button You can select multiple homes to delete all at once To do this click on the Select Multiple Rows link at the top of the screen All the homes will have an empty check box added to them You can then check any expenses you wish to work with To select all the homes click on the check box in the column heading Once you have selected all the rows you wish to operate on scroll to the top of the screen and select from the drop down menu Do Multiple the action you wish to do such as Delete Main Expenses Backlinks If this expense is associated with a Closing Buyer Listing or Contact record this will display the relationship This is especially useful for Listing records if you are using the Promotions tab Main Homes General The Homes General form contains basic information about a home Address City State Postal Code address of the property MLS Status status values are the common values for MLS listings 1 e Active Pending Closed Withdrawn Cancelled Ex
107. ons at the same time you need to use more than one account and set up sharing between these accounts That way each computer can stay signed on to its own account but all the accounts can access the same information See Settings Sharing section for details on how to set up sharing Log Out In the upper right corner of the screen is the Log Out link Click on this link to log out of your account Normally you will not need to use this link as you will find 1t most convenient to stay logged in at all times However if you use a Shared computer then click on the Log Out link so as to not allow others to access your account Help Click on this icon from whichever screen you need help for and specific information relating to that D Help is available for every screen in the form of the icon in the lower left hand corner of the screen screen will be shown You can browse all of the Help by clicking on the drop down menu in the Help dialog Search All You can search all your records by clicking on the Search All icon Type the text you want to Q search for and click on the Search button You can search just one database like just the contacts by selecting from the Show pop up menu in the upper right corner of the screen Only the first Search All 200 records found will be returned You can sort the resulting table by clicking on the appropriate column title Click on the row you are interested in and to view that record The Contacts
108. op down menu allows you to select which is the preferred mailing address to use when printing mailing labels or sending a US mail letter An option is also available as Send No Mail which allows you to not send mailings at all to that individual The Letter Salutation field allows you to specify how you wish to greet your contact when you are corresponding vie printed mail and email The standard form is like this Dear Scott and Michelle is Scott is the first name of your contact and Michelle is the name of your contacts Spouse If no Spouse is specified then the form is Dear Scott Under normal conditions you would not need to modify this field However if the spouse has a different last name or you wish to address your contact in a more formal way Senator Helms for example then you would modify the default value in this field The letter salutation field should only contain the name of the contact you are sending the letter to It should NOT include he endearment Dear or the trailing colon The endearment and colon are included as part of your Mail Form This allows you to personalize the endearment based upon the circumstances of the letter The Envelope To field 1s used when addressing mailing labels Under normal conditions the field would use a form like this Scott and Michelle Smith where Scott 1s the first name of your Contact Michelle is the first name of your contacts spouse and Smith is the last name of your co
109. ord in the Homes Expenses or Lockbox database select the Go xx menu item For homes this capability 1s useful because 1t allows you to enter detailed information about a home For Lockboxes this capability is useful because it allows for more detailed information about a lockbox to be linked to a Listing or Closing record Look Up Screen You can link to a record in another section via the LookUp Dialog Click on the list item you want to link to You can filter this list by selecting from the Show Category drop down menu at the upper right corner of the screen RealtyJuggler User s Manual 74 Y ou can sort by any column by clicking on the column title If you do not want to link click on the Cancel button Settings Canadian and Other Non US Users RealtyJuggler has a number of preference settings that allow you to personalize 1t for you local region l Ze 3 If your unit of measurement is not English then you can change that from the Main Settings Preferences General section You can select the unit of currency that you are using as well The Calculator tab has a number of settings that you may want to change as well In particular the taxes are Tax deductible and Interest is Tax deductible check boxes may need to be updated If you use Tiered commission structure you can select that from the Commission tab by selecting from the Sales Commission drop down and selecting Graduated Sales Commission Non
110. pany servicing the second mortgage Third Loan Payoff Amount total payoff amount for the third loan Third Loan Company The name of the loan company servicing the third loan Loan Payoff Fees some mortgages have a prepayment penalty If applicable enter the penalty in dollars Deed Transfer Tax Back Taxes if taxes are in arrears enter the amount of back taxes Deed Prep if the seller pays the deed prep fee add that here Abstract if the seller pays the abstract fee add that here Home Warranty if the seller has agreed to pay the home warranty add that here There is a drop down menu allowing you to select which party the buyer or the seller is paying for the home warranty If the cost being split list the portion that the seller is paying as that is the value necessary to compute seller net HOA POA Document Fee If homeowners association documentation or transfer fee is required enter this here and also entry which party the buyer or the Seller is paying the fee If the cost being split list the portion that the seller is paying as that is the value necessary to compute seller net Other any other fees and expenses You can enter up to 10 additional expenses As you fill in this field an additional field will automatically appear The drop down menu to the left of this field allows you quick entry of common fee names Additionally if you select Other as the fee name an editable text field will
111. pired and Price Change MLS the record number that is used by your MLS system Type the type of property for example single family home co op etc Can enter any value but an accelerator is available with common property types Bedrooms the number of bedrooms the home has Full Baths the number of full baths the home has 1 2 Baths the number of 1 2 baths that the home has Ask Price asking price for the property Sale price sale price for the property Leave this field blank if the property is has not yet sold Concession if the seller is offering a concession like carpeting allowance points towards closing Pets OK does rental sales agreement allow pets Smoking OK does rental sales agreement allow smoking Sq Footage the square footage of the home Lot SF the square footage of the lot on which the home is located displayed only if English measurements are used Lot SQ Meters square meters of the lot on which the home is located displayed only if metric units are used for measurement purposes Lot Acres acreage of the lot this field is not displayed if metric units are used Both Sell Close and CMA records can link to a House record This capability allows for additional information to be linked to that record Map View a map of home location using Yahoo or Google maps by clicking on links Main Homes Rooms Describe the rooms in t
112. realty uggler RealtyJuggler User s Manual 4 Version 7 3 Jan 1 2014 RealOrganized Inc Organizational Software for Real Estate Copyright O 2004 2014 RealOrganized Inc All rights reserved RealOrganized and RealtyJuggler are trademarks of RealOrganized Inc ISBN 978 0 557 12131 1 No part of this book may be reproduced in any form or by any electronic or mechanical means including information storage and retrieval systems without permission in writing from the author The only exception is by a reviewer who may quote short excerpts in a review http www RealOrganized com Email administrator realtyjuggler com Phone 970 672 3467 RealtyJuggler User s Manual 2 Table of Contents Table DECO rt es A eect Sessile ieee cle se ero Sinope anes de ane es dps ciate wad Peed sisi 3 o A 7 Contact Moma O ro ERE 7 Terms and AOS sc E ATE OAEIAE ce ETENE OTET ATEA A EEEE 7 SOE UE e P EE EE EES A E EE E E E E tot 8 Into lie AMM E E E E E E E E A 8 SmartPhones and other Mobile devices cccescoscosccsccsccscesccsccscescescescescescescescescescessescessescessescessescessessssescenseees 8 o beats emis ne oe A seit oes ase ne A ete AAT 8 A A A 8 A In o nn sto E E EEEE 9 a a e E REE OE On OT ne Ee eee eee E ee ee ee en ee een ere eee 9 Anoma UPS 9 DR sre lanier ie Ula 616 keer A E ee O 9 O ee scenes A nn R E ennsseaaseenas sear E EE IE 9 a A nn A 10 NA A A 10 Bi O E O EI O
113. rospects Payments This form allows for easy calculation of estimated monthly payments given specific assumptions about the mortgage the taxes and other fees The tabs at the top of this form allow for navigation to different sections The Input section allows for entry for a basic loan Loan 2 and Loan 3 tabs allow for entry of additional combo loan options The Results Tab displays the results of the computation Purchase Price include the total purchase price Down the down payment placed on the home Select from the drop down menu depending on whether you wish to use percentage or dollar amount For combo loans to enter the amount the buyer is bringing to the table excluding second and third loans Interest yearly interest rate compounded monthly You can change compounding to semi annually from Settings dialog Term specify the loan s term in years Interest Only this check box allows for computation of interest only loans These are loans in which no principal is paid and only interest is paid by the homeowner making payments lower Taxes yearly property taxes PMI yearly PMI cost Insurance yearly home insurance Other Fees add in condo fees and other fees associated with the home mortgage Estimate Button click this button to calculate reasonable default values for Taxes PMI and Insurance These figures are determined based upon standard values which can be set by clickin
114. s insurance policy Other Expenses Condo HOA and other fees Buy Sell Tab For comparison purposes it is assumed that the buyer will be purchasing a home and selling it after a certain number of years Appreciation Rate the expected rate of home appreciation Usually this rate is greater than the inflation rate Sell After X Years the number of years the buyer will live in the home Buy Close Expense closing costs as a percentage of purchase price the buyer pays to purchase the home Sell Close Expense closing costs as a percentage of purchase price the buyer will pay when selling their home in X years Sell Commission real estate commission that will be paid when the house is eventually sold Income Tax Rate income tax rate for the buyer This rate is used to compute the advantage of a mortgage interest deduction Bond Returns if the buyer did not purchase a home he would invest his down payment in something with a safety similar to that of ahome Therefore we need a return rate of something comparable such as bonds Results Tab When all values have been entered click on the Results tab to view your results At the bottom of the results is a button Download Print Report which will download an rtf file which you can open using any word processor This report is suitable for printing and providing to your client On the following page is a sample report The Prepared By value c
115. s the sell side agent and a third who is the loan officer Once these relationships are set up you can click on the Backlinks tab and see what deals your Contact 1s associated with Below is the list of records that have links to this record Links can be created by clicking on the blue drop down arrows throughout RealtyJuggler Desktop Database A Record Buyer 69905 To go to one of these linked records click on the row You can navigate back by clicking on the back button on your browser Troubleshooting Q How can I send an Email to more than one person A The To field only allows a single person to be filled in This is the name that we will use when you use a template and therefore the letter will start off as Dear John where John is the first name of the person in the To field If you would like to BCC this letter to additional people fill in the BCC To field with as many email addresses as you like Just put a comma after each individual email address Q Is 1t possible to attach a file while emailing a contact A The best way to do that is to click on the Click here to send by hand Link in the Mail form This will format the mail for whatever mail program you have configured for your computer for example Microsoft Outlook That RealtyJuggler User s Manual 26 way you can send attachments address to a group of people make an HTML email or anything else you like Q My database has several hundred names in
116. s Manual 15 Glossary A short glossary of real estate terms used by RealtyJuggler RealtyJuggler User s Manual 16 Account epa Scott realorganized com Log Out Account corner of the screen Accessing Scott realorganized com is the link named Account Click on this to see your account settings including the email address you use to access your account your password the expiration date of your subscription and most importantly the location where you can purchase a subscription To purchase or renew your subscription click on the Buy Now button at the bottom of the Account screen You will be charged a single fee of 99 for a 1 year extension to your subscription Troubleshooting Q Can I be signed into two computers at the same time with RealtyJuggler A RealtyJuggler only allows one computer to use a single account at a time For example if you signed on to RealtyJuggler at home and then went to work and signed on again your home computer would automatically be signed out If you are using a shared computer like in a library you should sign out of your account when you are done There is a link in the upper right corner of the screen for that Under other circumstances the ability to stay signed into the same computer can be extremely convenient as it allows you to quickly access your information without typing a password every time If you would like to access the same information from two or more locati
117. s download from any location By storing your common forms you can access from anywhere which can be a great timesaver Main Files File Upload and view an individual file from here Once you have uploaded the file you can download by clicking on the file name link Images that are uploaded are also displayed directly Click on the image on the screen to view it full size Once a file has been uploaded 1t can be removed by clicking on the Remove button which appears once a file has been uploaded If you enter key words in description you can use search to retrieve individual files easily Income The drop down menu in the upper right corner of the form titled Show is a filter that displays Income based upon the database Buyer Listing Closing or Other Income You This Month Month Year lan can further filter your income based upon date by clicking Income one of the tabs at the top of the screen Done New Other Income For commission income create a new Buyer Listing or Closing record and enter information on the Commission tab for that record Your commission will be calculated based upon that information If you have other income you can click on the New Other Income button at the top of the screen and enter the income into that form If you have income from a referral fee you can enter a new Buyer Listing or Closing record to track the referral The commission tab can handle receiving a referral The project
118. s to create your own reports in this way A third option that is available to you is the Microsoft Outlook synchronization capability With that you can synchronize Tasks Contacts and Appointments with Microsoft Outlook Microsoft Outlook offers a number of advanced printing options especially in printing monthly calendars and personal phone books Troubleshooting Q Is it possible to open multiple RealtyJuggler windows I would like to have my contacts in one window and my Closings in another A Yes Open as many Internet Browser windows as you like and go to the location http www RealtyJuggler com main RealtyJuggler User s Manual 14 Main Screen Click on an icon to go to any section Q 25 5i lt Search All Contacts Calendar Sale Prospects Buyers Listings Closings ye a fa 7 rH A Rentals All Files Homes Lockboxes Income Expenses Goals MA Mail Settings Contact Us A ie dl Az Tube Flyers Tutorials CMA Education RealtyJuggler contains 18 sections An icon on the main screen represents each section Click on the icon to go into that section Search All search for any record Contacts list of your contacts similar to Microsoft Outlook Calendar your calendar similar to Microsoft Outlook Tasks lists all RealtyJuggler tasks Prospects track potential clients cold calls and other possible leads Buyers clients looking to buy a home Listings
119. t you no longer use you can delete it If you would like to have the categories regenerated based on the expenses that you have then empty this field out and go to the Expenses section and wait a few minutes The categories will be rebuilt based upon the categories that you are using The Rentals tab has the following fields Rent management fee___ of gross rents When doing rental management you will want to fill in this field with the rental management fee you charge against gross rents For example if you charge 8 of gross rent as your rental management fee then you would fill in 8 Rent management Fee ___ per rent invoice period Some rental management agreements do not operate on gross rents and instead charge a fixed fee on a per month basis If that is what you do then fill in this field with your fixed monthly fee You can use a combination of of gross rents plus a fixed fee if you wish Expense Management Fee _o of all billed expenses if you charge an extra fee for all expenses then RealtyJuggler User s Manual 81 you would fill in this fee amount as a percentage of billed expenses that you charge Leave this blank 1f you do not charge this fee The values above are default values You can adjust these fees based upon an individual contract by going to the Rentals Management Fees section and adjusting you fee for just that one contract RealtyJuggler User s Manual 82 The Homes tab as the following fields Home
120. th setting mail that has been sent 3 months ago will be summarized in the Summary text field and will be deleted from the mail list Drip Email groups Drip Emails can be organized in groups with each individual group a set of DRIP time released letters Normally you would not need to edit this list as it is automatically populated when you create your DRIP letters However if you want to delete a group that you are no longer using you can delete this field If you empty this field out the list of DRIP Mail groups will be created based upon only the DRIP mail groups that you have Signature Field Fill in this field with your signature field This is normally your name telephone number and any additional contact information you normally add to the end of your letters When you create a letter template add the following text to the end of the letter Signature Then when the letter is used Signature will be replaced with whatever you fill into this field If you leave this field empty we will use your name and company name from your Account settings RealtyJuggler User s Manual 78 The Calculator tab has the following fields Enter reasonable maximum values for your region The calculator settings are used to create default values for some calculation inputs Housing to Income this ratio is normally 28 but some areas allow for higher values Debt to Income this ratio is normally 42 but some areas allow for higher v
121. the monthly rent Can enter different frequency of rent payments by using the drop down menu Deposit the security deposit amount Loan the loan number the mortgage company uses to refer to the seller s mortgage Payoff how much is left outstanding on the seller s mortgage Penalty any early payment penalty for paying off the mortgage Assumable whether or not the mortgage is assumable You can add extra terms such as rate in the Notes field Held By who the mortgage holder is Main Closings Escrow Track receipt and disbursement of Escrow Earnest funds Two default entries are automatically created Deposit and Withdrawal Additional deposits and withdrawals as well as interest accrued and fees encountered can be tracked The bottom of this form displays the ledger total Clicking on the Close Escrow button will create a withdrawal entry of the exact amount in the account Each Earnest activity can be tracked on the Earnest Form A number of individual fields allow for detailed record keeping in accordance with your fiduciary responsibility The fields are as follows Date when the transaction is scheduled to take place or when it took place Planned scheduled payment amount Bank name of the bank where the funds are held Click on the New Earnest button to create a new Earnest entry Click on the Delete Earnest button to delete the current Earnest entry Main Closi
122. tings Preferences General section Lease Start date lease starts This is the same value as the Rental Agreement in the Documents section Lease End date lease ends This is the same value as the Rental Agreement in the Documents section Key can specify where the tenant s key is located Values are With Seller No key In Lockbox At Office With Agent With Buyer Other You should consider Seller and Buyer to be the Owner and tenant respectively Move In Date the tenant has moved in Vacate Notice Given if the tenant has provided notice that they will be no longer renting check this box and fill out when the tenant is Scheduled to move out Move Out Fill this date in once the tenant has moved out Pets OK fill in rental policy This is the same value as the Rental Agreement in the Documents section Smoking OK fill in rental policy This is the same value as the Rental Agreement in the Documents section Web Link Fill in a link to a web page that relates to the rental like a for rent notice on CraigsList Fill in this field and an additional one appears Can have up to 9 web links Click on the link icon to the right of the field to go to that web page Main Rentals Parties The rental parties are the same parties that you have transferred from Prospect Buyer or Closing records The Buyer becomes the Tenant and the Seller becomes the Owner If there are multiple tenants you can create a
123. to administer laico WORST Aspect of Listing your account RO z Rate Exterior gt To let your Seller know about this web form simply go to the Rate Interior Showings section of your Listing record Click on the link at the E bottom of the page titled Send Email to seller with a link to an online form Submit The photo of the house is automatically added to the form if you upload a photo to the Notes amp Files tab within the Listing record and select a Mail Merge Variable HomePhoto For best results we recommend selecting Maximum Width 300px when you upload the photo Spanish Version of Request Showing Feedback A Spanish version of the Request Showing feedback form is also available along with a Spanish accompanying explanation email Simply click on the Spanish link in the Showings screen Please note that the email itself is written without accent characters Main Listings Showings Showing Information about the agent as well as follow up information can be collected here If a client decides to make an offer the Status field of Make Offer will automatically create a record with the appropriate default information The Confirm check box in the Buy Showing form can be used to verify that the show date time is OK with both the property contact and the buyer To delete a showing click on the Delete button The follow up date can be a useful record if a follow up activity such as an agent to agent conversation has t
124. to numerous people you can print all the labels you wish all together by going to the Main Mail Mailing Labels section instead Main Contacts Tasks Create and view tasks associated with your contact Automatic tasks that you can see from here are reminders for Birthdays anniversaries and other special dates For additional information on how tasks work see Main Prospects Tasks and Main Tasks sections Main Contacts Appointments Use this screen to track appointments that you have with your contact Enter the description date and time Then click on the blue drop down arrow to add the appointment to your calendar Once an appointment has been added to your calendar you have a number of additional options such as repeating appointments and additional description fields Once you have linked an appointment to your Calendar click on the blue gt gt arrows to the right of the date to see the detailed appointment information If you change the date and time of the appointment make sure to click on the blue down arrow from the Appointments screen and select Refresh appointment This will cause the date and time listed on the Appointments screen to match that of the Appointment record in your calendar Main Contacts Backlinks The true power of RealtyJuggler is the ability to create relationships between your contacts and your deals For example you can create a Closing record and associate with that record a contact who is your buyer another who 1
125. ulated this section is deal For E RealtyJuggler User s Manual 12 example if you are having a series of difficulties with your tenant you might want to make a new note with a description of each incident That way you will have detailed notes in the event of eviction Main Rentals Tasks A series of automatic tasks are created based upon the information you enter Below is a partial list of the automatic tasks that are generated Any open work orders unpaid expenses unpaid rent and management fees outstanding are automatically listed Getting the key to the tenant and getting the key back from the tenant is tracked The initial inspection and final inspection is also tracked Once final inspection has taken place return of security deposit is listed as a task When all open issues have been completed You can create your own tasks that are associated with this rental property by clicking on the New Task button RealtyJuggler User s Manual 73 Mail Please see the users manual titles Tutorial Describing How To Send Letters for information on sending email and letters Link Menus UNMTact Y Mar 00 The link menus are used to link a line item within RealtyJuggler LookUp Appointment to other section within RealtyJuggler such as a lockbox They Add to Calendar are accessed by clicking on the drop down menu to the left of Help input fields such as name date expense and others Contact Every Source
126. w you to find the company in your Address Book RealtyJuggler User s Manual 62 Account the utility s account number This information is useful when transferring utilities from one owner to the next 1 2 Year the drop down menu displays the frequency with which the payments are made The amount this field contains is the average payment over that frequency As Of the date the estimate was made This information is useful for items that can vary over time such as taxes Cut Off when the utility company will turn off the service Transfer when the utility will be transferred to the new owner Main Homes Notes amp Files See Prospect Notes amp Files section for information on this screen Main Homes Backlinks View what Listing Closing CMA or Rental record is currently associated with this Home record Troubleshooting Q Do you offer a way I can integrate or import my MLS information A We do not offer that and it is unlikely we will be adding it This is mainly because we want to keep our product affordable and adding such a capability would require us to charge a set up fee We are committed to a single simple fee for our products and therefore are reluctant to start charging add on fees However the Homes database does have an Import and Export capability using CSV format This allows you to bring in large quantities of records easily from other databases provides the column names match up Realty
127. which you can open using any word processor This report 1s suitable for printing and providing to your client This printed report lists all of the fees in order of their cost The most expensive fees are listed first and the least expensive last On the following page is a sample report RealtyJuggler User s Manual 50 Seller s Net Sheet for Sally Seller Prepared For Sally Seller Property Address 866 Main Street Date July 10 2009 Estimated Close Date No Date Prepared By Judi Smith RealEstate One 765 765 7865 judi realestateone com Selling Price 100 000 Kstimated Selling Expenses Mortgage GE Capital Payoff Commissions 6 of 100 000 Second Loan ReForce Payoff Concession for Carpet Inspections termite 444 Asbestos 234 Loan Fees FHA Fee Admin Fee Deed Transfer Tax 0 200 of 100 000 Loan Payoff Fees Attorney Fee HOA POA Document fee Home Warranty Abstract Deed prep Totals Selling Price Total Estimated Selling Expenses Estimated Seller Net Proceeds The above figures are estimates Individual verification recommended RealtyJuggler User s Manual 20 000 6 000 5 000 3 333 678 500 345 200 200 200 200 33 5 4 3 100 000 36 701 63 299 51 Main Listings Commission See Main Commissions Commission section for full description Main Listings Service Report The See Prospects Service report for a full description Main Listings Notes amp Files See Main
128. wnload vCard link at the bottom of the page The vCard file format is a standard contact format that all modern contact management programs can read You can send email to your contact by clicking on the icon adjacent to any email address you enter Additionally this same link can be used to print a formal letter to your contact suitable for printing using Microsoft Word or any other word processor In either case you can use any one of the pre defined templates or even create a new your own templates Using templates is a quick way to send professional emails for common business activities You can access all letters you have sent or which are pending to your Contact by clicking on the Mail tab to the left See the Main Settings Mail Forms section for information on how to use the Mail Forms capability to send pre formatted email to your contact Main Contacts Contact Address Click on the Address tab to view the addresses for your Contact You can fill in three individual addresses for each contact Home Work and Other addresses RealtyJuggler User s Manual 22 Home Work Other i Home Address Home City Home State v Home Postal Code Home Country v Mailing Address Any v PMap address using Yahoo or Google S2FOrmat for Mailing Label Download contact as vCard file The Map Address using Yahoo or Google link allows for the address currently being displayed to be shown on a map The Mailing Address dr
129. x No Date Notes Fields are as follows Asking Price Sales Price The sales price Sales Commission contains a drop down menu that allows you to select whether commission is to be calculated using or Enter the amount in or to the right of the drop down menu On the same line the commission is calculated in Commission Deductions the amount of money to take out before calculating commission If you are receiving a bonus you can specify Commission Bonus from drop down menu Gross Commission This is the commission as calculates based upon commission deduction and commission Referral fee is the fee you pay to someone else for a referral This can be calculated either as a fixed amount or as a percentage of the commission The referral fee is calculated in on the same line If you have given a referral you should enter the amount that you expect to receive from this transaction based upon your referral fee Referral Direction If referral amount has been entered you will be asked to specify if you have received or given the referral Franchise fee is then subtracted There are two calculation options for the franchise fee Split Franchise calculates the franchise fee based upon the agent split while Franchise requires that the agent pay the full franchise fee regardless of his split Pre Split Deduction an amount to be deducted from your commission before split is calculated but after franchise fee is dedu
130. y such as agent web site etc For Sale Pending Sale Pending Sold Warranty Home Warranty Open House By Appointment For Rent Description useful for other types of riders Date Up the date the rider was put up Date Down the date the rider was taken down Main Listings Promotions Track flyers newspaper advertisements brochures etc using this screen Clicking on an individual promotion brings up all information associated with that Promotion Default entries for an open house a newspaper advertisement and a brochure are automatically created All you need to do is fill in the associated particulars Click on the New Promotion button to create a new promotion To view the details of a promotion click on it Promotions can be deleted from within the promotions detail form by clicking on Delete Promotion Main Listings Promotion The Promotion form includes information on a specific promotion including when it was ordered the run date the vendor the cost and more Depending upon the promotion selected different information will be displayed at the bottom of the screen RealtyJuggler User s Manual 45 Delete a promotion by clicking on the Delete Promotion button Fields that are available depending upon the kind of promotion are Ordered On when the promotion was first ordered Vendor the company that will be performing the promotion name or newspaper for example
131. yer s timeframe and your best guess as to how long it will take to close the deal When sufficient information is given we will provide estimated RealtyJuggler User s Manual 40 commissions on the Commissions form Max Price the maximum price the buyer is able willing to pay You can calculate this value with the calculator by clicking on the link double arrow to the right Down the amount of money the buyer is willing able to put down Loan Status this is the status of the buyer s loan Possible values are None no loan or an unknown status Applied buyer has applied for a loan but the result has not yet been determined Pre Qualified buyer 1s pre qualified for a loan Be sure to update the maximum price with the amount they have been pre qualified for Pre Approved buyer has been pre approved for a loan which is more exacting that pre qualification Approved the loan has been approved Denied the loan application has been denied You can use the note field to make notations on the exact reasons Why Buy what is the reason for the purchase Some common reasons are provided in the drop down menu to the left of the Body field However the ext field allows for any answer you choose Renting Now is the buyer currently renting Lease Ends if the buyer is renting when do his lease obligations end Own Now does the buyer currently own a home Contingency provide a note detaili

RealtyJuggler User`s Manual - RealtyJuggler™ Real Estate Software

Contents

Download Pdf Manuals

Related Search

Related Contents

RealtyJuggler User`s Manual - RealtyJuggler&trade; Real Estate Software

Contents

Download Pdf Manuals

Related Search

Related Contents

RealtyJuggler User`s Manual - RealtyJuggler™ Real Estate Software