How to manage Listings in NexOne Office

Owned by Darine Hallab
Last updated: Mar 17, 2023 by Holley Vosburgh
5 min read

This article will help you to manage the EDM in NexOne Office. It will cover the Listings and Transaction section, as well as the submission of your files to your brokerage.

 

IMPORTANT!!! When creating a new listing, it is very important to add the MLS number as quickly as possible in NexOne Office. That way, you avoid having duplicates. We receive 3 times a day all new registrations or modifications of Centris ( 6am-noon-6pm ). If you do not include the Centris number in your file, the system automatically creates a new registration with the Active Status, which will be available to you and the brokerage.

 

LISTINGS

1.When you are on the home page, click on the listings tab in the menu on the left of your screen.

 

2. On this page, you get several tabs that categorizes the type of the listings you have in total in your account. In this case, we want to work with a new Listing, so click on the Kit tab.

Attention: A “kit” is a listing that is not visible to your administration, so it allows you to modify the listing as you wish until it is submitted to your agency.

3. On this page you have all the entries you created that are not submitted to the brokerage. You can modify them by clicking on the tab with the Pencil or directly access the EDM of your listing by clicking on the trombone.

In this example we will simply create a new one by selecting Add Kit.

4.Once you are in the listings , there are several fields to complete to make it easier for you later.

  • Fill in the fields for the address of the property, it will be easier to find the listing in your files.

  • Add at least one client to your listing by clicking on Add Customer and then only fill in the information needed to create it (First Name, Last Name, Language, Phone and Email). When finished, press Save and Close.

-Make sure your name appears in the agent section. You can also add other agents by clicking on the Add agent tab

5.In the Electronic Document Management section, you can view the list of mandatory documents, configured by your office by pressing Refresh doc. required. The document list will appear.

 

 

6. To add a document to your list, click on Add Document on the tabs above the document list.

 

7.Fill in the necessary information for the document you are about to download (Scanner & Share Type by default)

8.Drag and drop the document that you want to upload

 

9.Complete the required fields in the Identification of Filings section.

10 . Once everything is completed and the document is in the download area, select Save and Close

11.Now that you are back in the Electronic Document Management section, here is a brief description of the other icons that you can see at the top of the document list.

  • Email: Gives you the option to email the list documents directly from NexOne Office.

  • Refresh mandatory documents: Allows you to refresh your list of mandatory documents at any time

  • Document Log: Allows you to view the history of the added/deleted documents at any time. You will see the dates and times of all changes to the documents in the list.

  • E-mail log: Allows you to view email history sent directly from your registration at any time. You see the dates and times of all emails.

  • Create zip file: Lets you create a .ZIP file that compresses all your documents

 

12. Once you have downloaded and added all your mandatory documents, you can go back to the top of your registration and change the status of your registration from Kit to in progress (submitted to the brokerage). Then select Save and Close, and your registration is now sent to your agency for verification.