Note: To send Market Snapshot® reports from within Top Producer® X CRM, add your MLS credentials under Settings.
The MLS Setup page enables you to enter your MLS credentials, which are required in order to send Market Snapshots from the control panel.
To access the MLS Setup page, in Market Snapshot, go to Setup > MLS Setup.
If you have more than one MLS in your list, select the Make Default check box for the MLS you want to use as your default. The default will automatically be selected each time you generate a snapshot report, but you always have the option to select another MLS.
Enter your MLS credentials. The credentials you specify will be verified for accuracy.Steps to follow if there are issues with the verification process
If there are issues with the verification of your MLS credentials, check the following:
- Password capitalization: If you’ve entered your MLS password as you normally do when you access your MLS and the verification was unsuccessful, try entering the password in upper case letters.
- Additional credentials: If your MLS requires you to enter more than a username and password when you log in (for example, a security key or token), do not enter this information in Market Snapshot.
If you’ve tried the above and the verification is still unsuccessful, your MLS may require that a special request be submitted to allow Market Snapshot to access your MLS database. For help with this, contact Top Producer Customer Care at 1-800-830-8300.
- Select Auto Send Market Snapshots if you want to send snapshot reports to all new inquiries automatically. This option is only displayed if the MLS supports it.
- Select the properties you want to include in your buyer and seller snapshot reports (for example Sold and Pending properties).
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