Creating a Buyer Presentation

The Create Presentation wizard guides you through the steps needed to create and publish a Buyer presentation. The wizard flow changes depending on whether or not you have a Top Connector license; a Top Connector license allows you to connect to your MLS to download properties. If you do not have a Top Connector license, all comparables in the presentation will have to be created manually.

Top Producer 8i enables you to create a buyer presentation from a number of different areas, all of which flow through the Create Presentation wizard. The topic you are reading now will cover the most common way of creating a buyer presentation. For a complete reference of the ways of reaching the wizard, see "The Select Template Screen".

To create a Buyer presentation:  

1. Select the template:

   1. Open the Select Template screen. How?

      • From the Main Menu bar, go to Marketing > Create Presentation.

   2. Select the Type and Category of the presentation you want to create.

      Note: Top Producer 8i's system Buyer Presentation templates are found under the Buyer Presentation type and Standard Presentation category.

   3. Scroll through the Presentation Library templates until you have found the template you want. Then drag and drop the template into the Presentation Template drop zone which is indicated by the dotted lines.

      Tip: If you need more information in order to select your template, click the Expand icon next to the template to view more details. In this expanded view, you can read a description for the template or view a sample of the presentation.

   4. Click the Next button.

      If you do not have a Top Connector license, a dialog displays before you proceed to the next step in the wizard. Click OK to continue to the next step.

2. Select the recipient:

   1. From the Recipients step of the Buyer Presentation Wizard, use the Contacts Look-up portlet on the right sidebar to find the contact you want.

   2. Drag and drop the contact you want into to the Recipient drop zone which is indicated by the dotted lines.

   3. Click the Next button.

3. Add comparables:
   
   There are two different ways of adding comparables to your Buyer presentation; the method (and next steps of the wizard) you use depends on whether or not you are a Top Connector subscriber.

   • If you have a Top Connector license, the Advanced MLS Search screen appears as the next step. This step allows you to connect to your MLS to download properties for your presentation. See Searching your MLS Database for guidance on using the screen to find comparable listings.

   • If you do not have a Top Connector license, you will need to enter your comparables manually. See the Adding Comparables Manually procedure for further details.

4. Review your comparable listings. On this step, you can:

   • Return to the MLS Search screen or the Add Comparable form by clicking the Add More Comparables button.

   • View summaries of each comparable by clicking on its address link.

   • Delete comparables by clicking on their Delete icons.

   • Rearrange the order in which the comparables appear in the finished presentation by clicking and dragging them to their new positions in the list.

5. Create the finished presentation by clicking the Create Presentation button.

   The View Presentation screen appears. At this point, you have created the presentation to the extent that it will appear in the Presentations Summary screen, but the presentation has not yet been published. From the View Presentation screen you can do the following:

   • Publish the presentation and email it.

   • Print or Save the presentation.

   • Edit the contents of each page in the presentation.

   • Reorder or remove pages within the presentation.

   • Set each page’s stationery (i.e., header or footer images).

   • View the presentation details .