Listing Settings - Web (new)

Sentrilock

Navigate to your SKRE account on web.

Click on Listings

Select the listing you want to manage settings for.

Appointment Settings

Appointment Settings enables Showing Service users to configure settings that will apply to a specific listing

**Overlapping Appointments:** Enable the 'Overlapping Appointments' setting by toggling it on to allow for overlapping appointments (i.e., two appointments at the same time).

**Scheduling Link for Out of Area Agents:** You can generate a unique URL to provide an Out of Area Agent a way to schedule an appointment on your listing. The Showing Agent will be required to provide basic contact information that is provided ot you in the appointment confirmation request.

**Temporarily Hold Showing Requests:** You may need to temporarily suspend showings. To do this, simply toggle the setting on, which will prevent agents from scheduling appointments for your listing.

**Auto Confirm Rule:** This setting allows appointments scheduled within a certain window to be autoconfirmed. Create a rule by clicking the "Add Auto Confirm Rule" button.

In the Add Showing Rules form, select the type of rule: Time Rule or All Day Rule.\ For our purposes, we will do a timed repeating rule.

Set your start and end time for the timed rule.

Enter start date and end date for the repeating rule.

Select the day of the week rule where it will occur. Then hit save.

You will now see your auto confirm rule here. To remove the rule, simply click the X next to it.

**Appointment Restrictions:** Additionally, you can implement an appointment restriction here. Toggle it on and off here.

Enabling this feature will prevent appointments from being scheduled during specific sets of rules that you can configure. Click Add Restriction here.

Like the auto confirm rules, this can be a timed rule or all day rule. For our purposes, we will do an all day rule.

The next section allows you to set a one-time or repeating rule as well.

Enter your start date and end date.

Select the days of the week the rule will occur. Then click save.

You can now see your rule here. To delete it, click the X to the right of it.

**Appointment Mode:** Tap on the dropdown box to select the appointment mode you want to enable.

- **Confirm with Any**: Only one contact has to confirm the appontment request. - **Confirm with All:** All will be required to confirm an appointment request - **Go and Show:** All appointment requests will be auto confirmed. *When Go and Show is enabled then auto confirm rules and appointment restrictions are disabled and cannot be toggled on.*

**Maximum Appointment length for Showing:** Selecting a time from the dropdown menu allows you to limit those submitting an appointment request from scheduling a showing that exceeds the chosen duration for this listing. You can establish a maximum length for your showings, ranging from 15 to 120 minutes

**Advance Notice Required:** Choosing a time from the dropdown menu enables you to set a minimum advanced showing notice for your listings. Once this selection is made, showing agents will only be able to schedule appointments that provide the listing agent with the required notice.

As the listing agent, you have the option to automatically grant access to out of area agents who use SentriConnect, our most secure and fastest access tool for non-members.

**When a Listing Goes Pending:** Lastly, you can choose whether you want the system to automatically cancel or retain appointments if the listing goes into a Pending status. If you choose to cancel, future appointments will only be allowed for Affiliate type users.

Always click save at the bottom

Instructions

Standard Instructions is a static set of options and includes basic elements.

Showing Instructions is an editable field that allows you to communicate more information to a showing agent than what might be in your MLS instructions.

Lockbox Instructions include the ability to tell a showing agent what type of lockbox is on the property and it also gives you the ability to put in text instructions on how to find it.

Select the box from the drop down. Then edit the instructions in the text box below it.

Lockbox Instructions are not provided to the showing agent until the appointment is confirmed.

You can also provide alarm instructions here. Type in the code and use the text box to put in the instructions.

Alarm instructions will not be sent to a showing agent until the appointment is confirmed.

You can also add a lockbox location photo here. Tap the pencil icon to add or change the photo.

Find the photo on your computer.

Adjust and click "Save"

Finally, make sure to click save on the bottom of the screen before proceeding to other settings.

Additional instructions from MLS - these are imported from your MLS and are not editable

Contacts

Manage a listing's contacts by clicking on "Contacts" in the menu bar. From here you can add a Co-Listing Agent, Clients and Office Staff.

**Homeowner Notifications:** When homeowner notifications have been enabled, homeowners will receive a notification when SentriKey Real Estate agents use the app to access the lockbox on the property. You will be prompted to put in the client's information here.

**Add Contacts:** To add a Co-Listing Agent, Client or Office Staff as contacts for a listing, simply click the "Add Co Listing Agent", "Add Client", or "Add Office Staff' button. Enter the contact's information and click 'Save.' Once a contact has been added, you can customize their notification preferences.

Click "Add Co-Listing Agent"

Search for and select the co-listing agent.

Click "Add"

**Add a Client:** Click "Add Client"

Select your client from your roster.

Click "Add"

Now let's add one from scratch. Click Add Client.

Click "Add a New Client"

Put in the client's information and click add.

You will get a success message here. Click done to go back to the contacts screen.\ Please note: All clients will get an invitation to use the ClientConnect app once you have entered in their information.

Make sure to click save after you've made all your changes and additions.

Feedback Form

To enable feedback requests, mark the box next to 'Enable Feedback Requests,' and then set the frequency at which the requests should be sent. You can also choose here to automatically send all feedback to the owner.

Your feedback form will be sent based on the frequency you choose here. We offer 1-5 times.

Select your frequency.

There are default questions that each form has and those cannot be altered. We also offer optional questions and the ability to put in custom questions.

To create a custom question, click here.

A blank box will open up, type your question here.

You can choose to delete any of your custom questions at any time.

Once you are done, click save.

Offers

This tool is only available for Pro tier or higher users.

Start by enabling offers for your listing.

You can then create offer instructions for the listing.

If you would like to send the offer link to someone, simply search for them here or put in their email or phone.

Search for and click the agent.

Click "Send"

You can also manually add an offer here.

Search for and find the agent in our system that is submitting the offer. OR, select out of area agent below that to put their information in manually.

Put all applicable details into the offer form.

Add in a document, if needed.

Once completed, click submit.

Each offer has a status and you can change these as your client reviews them.

Available statuses.

You can email or print the offer information for your client.

Always hit save when you are done!

Appointment History

Appointment History allows you to look at each showing and see the notifications and confirmations history for it. Click on a showing to view the details.

Scroll to see all of the details.

Send Notification

You have the ability to send a notification to agents who have shown your property. To start with, select the first option.

You can also choose to send it to those on your team and CC the listing agents and listing contacts (this would include clients).

Next select the message type

The subject line autofills for Price Adjustment. Type in the message and then hit send.

Reports

We offer three different report types:\ **Listing Activity:** activity specific to your listing\ **Property Price Analysis:** activity within your parameters that is specified by price point.\ **Activity on Comparables:** activity within your parameters that shows what is happening with other listings *inside your brokerage*

With Listing Activity, you will get activity breakdowns at the top. And then detailed feedback below that.

Now let's go to Property Price Analysis.

You will see search parameters here much like you would in the MLS or in another tool you use. Enter all the pieces and hit submit. You MUST put in at least city, school district, county, OR zip code to get results.

Results: it will show you the showings and other details based on price ranges.

Activity on Comparables: same search screen, what you put into property price analysis carries over. Adjust your parameters are you need to. The date will default to 7 days.

Then hit submit

The results here will be only for listing inside your brokerage.

Attachments

To add attachments to your listing like seller's disclosure or survey, click the upload button. Find the file on your computer from here.

Now type in a category label here.

Repeat the process for additional documents.

Categories help the showing agent know what type of file it is. You can also delete any of these at any time through web or mobile app.

Partner Services

Our system offers partners that you can work with to enhance your listings. Click through these to learn more within your account.