Getting Started with Aculist Disclosures (Video)

In our ongoing commitment to deliver a comprehensive suite of valuable products and tools to our subscribers, we are pleased to announce the launch of Aculist Disclosures – our new, internally-developed document management tool. Based on subscriber feedback, Aculist Disclosures replaces the subscription-based DocCentral service.

Aculist Disclosures is another included benefit for MLSListings subscribers, available at no additional cost.

For a visual demo of how to get started with Aculist Disclosures, watch the following video: 


Buyer's side/Matrix view info starts at 9:40

To get to Aculist Disclosures, Agents will sign into MLSListings and go to Listing Management.
Find the listing and under the "Select An Action" drop down menu, choose “Manage Disclosures”

After selecting Manage Disclosures, you will be taken to the Aculist Disclosures page for that listing. 
This is what it looks like:




Here, you can:

• upload and manage documents (pdf only),
• change settings for notifications,
• look at how many times your documents have been downloaded 
• make the documents visible and available or hide the documents

Once you upload a document, you can rename it, ,change display order, add a description (ex. roof inspection), replace the file with a new version or delete the file. (see below)



In Matrix, you will see the link under the Disclosure URL located on the Agent Full display.  In addition, you will see the attachment icon  in the Agent Full, Agent Page and Agent 1 line report which you can click to get to the Aculist Disclosures page for that listing as the buyer’s agent side.

This is what it looks like:



Here, Agent's can choose to Share these disclosures with clients and can see the disclosure activity.  Agent's can also select files to email or download. Be sure to copy the invite code you see once you send the email to a client. (See below)

1. Clicking on the MLS number takes you to that listing in the public site, mlslistings.com
2. Clicking on the number for Disclosures downloaded shows you download activity including who has downloaded the disclosure file, how many downloads they did and when was the last download:

3. This allows the listing agent to share the disclosures with the buyer’s agent.  Clicking on this will create an email window where they can enter the buyer’s agent email address.  The body of this email will include a link to access the disclosures directly.  *This link will only work if you are an active agent with MLSListings.  Here is what it looks like:

4. By selecting Yes, you allow others to access the disclosures.  By selecting No, nobody can access the disclosures.  The default is set to NO
5. This is where you can upload PDF files (no restrictions on number or size)
6. This is where you can chose to include a cover sheet which will list all the disclosures available. *When the listing agent turns the cover sheet On or Off there is a slight delay, Refresh the page to see the change. 
7. By default, the listing agent’s email address is there and is set to Yes.  This is to set the settings for notifications
8. In addition to your email from #7, you can add additional ones such as your other team members
9. This one goes with #7 & 8.  This is where you choose the frequency of auto email notifications.

10. This shows you the list of available disclosure documents.  The fist column is #, then File Name, then Description, then File Size, Last uploaded and finally the Action menu (#11)
11. Clicking on the … allows you to access the menu where you can rename the file, select a description, replace the file with a newer version, and delete. *There is no undo when you delete a file, it cannot be recovered.

In Matrix, click on the Disclosures URL or the icon:

 



Once you click on it, you get here:

1. Clicking on the MLS number takes you to that listing on our public site, mlslistings.com
2. Clicking on the agent name takes you to the agent profile on our public site, mlslistings.com
3. Clicking on "Share with Client" allows the agent to share disclosures with a client:

 

Once shared, a Confirmation message will contain the Invite Code to provide to your client

4. Disclosure Activity allows you to see the number of documents your clients have downloaded

5. This status shows you if there has been an update or new file added since last time the page was visited
6. This shows you the file name, description type, # of pages, file size, last uploaded and download date
7. This allows you to email the selected files.  Here is what it looks like:

8. This allows you to download the selected documents.  Note: The documents will download as a zip file, which will need to be un-compressed. 

Once the buyer’s agent sends it to their client (#3 from above), it will look like this: