Click on any underlined index entry to be redirected to to its location within the Help Text.
- A -.....................................................................................................................
Adobe Acrobat, System Setup for Forms
Appending an Attachment [to Offer Form], [to Preservation Form]
Archived Properties
Capabilities -- What you can & can't do with archived properties
Reactivating an Archived Property
Asset Types
Using the Viewing properties for Asset Type bar
Attachments
Adding to Forms [General], [Offer], [Preservation]
Appending to Forms [Offer], [Preservation]
Auto Tasks - Next to the topic, select which type of auto task you are referring to: [Lease Apps], [Offer], [Preservation], [Property]
Automatic Email Notifications
Archiving as Notes [Lease Apps], [Offer], [Preservation], [Property]
Creating [Lease Apps], [Offer], [Preservation], [Property]
Email Attachments [Lease Apps], [Offer], [Preservation], [Property]
Flag Created Email Notifications
General Inspection Email Notifications
Images, Adding [Lease Apps], [Offer], [Preservation], [Property]
Macros [Lease Apps], [Offer], [Preservation], [Property]
Subject Line Default Settings (a.k.a. Task Notification Email Subject)
Viewing [Lease Apps], [Offer], [Preservation], [Property]
Deleting Auto Tasks Created [Lease Apps], [Offer], [Preservation], [Property]
Deleting a Task (All Tasks View)
Deleting Incomplete Tasks from a Property
Deleting Incomplete Tasks System Wide
Killing an Auto Task [Lease Apps], [Offer], [Preservation], [Property]
New Auto Task [Lease Apps], [Offer], [Preservation], [Property]
Recurring Tasks
Searching [Lease Apps], [Offer], [Preservation], [Property]
Sorting [Lease Apps], [Offer], [Preservation], [Property]
Start Task Plan [Lease Apps], [Offer], [Preservation], [Property]
Task & Email Notification [Lease Apps], [Offer], [Preservation], [Property]
Un-owned tasks, claiming [from Home tab], [from Properties tab]
Updating a task [Lease Apps], [Offer], [Preservation], [Property]
- B -.....................................................................................................................
Bids
BPO
New, Creating without Form Sets
Property Photos
Buyer Leads, Viewing Assigned Properties
- C -.....................................................................................................................
Calendar, Linking to your Desktop Calendar
Clients
External URLs for Offer Submissions
Sub Clients, Adding to a property
Contacts
Seller Contact Information, Adding
- D -.....................................................................................................................
Deleting a Property from Broker Brain
Deleting Incomplete Tasks from a Property
Deleting incomplete tasks system wide
Documents
Attachments, Adding to Forms [General], [Offer], [Preservation]
Downloading
- E -.....................................................................................................................
Allow others to send Email as me
Associating Emails with a Property
Discarding Incoming Emails not signed by Broker Brain
Duplicate Attachments, Preventing
Emailing New Notes to a Specific Property
Notifications for Broker Brain system updates
Notifications from system for Auto Tasks, Disabling
Notification, General Inspection
Notification, New Flag Created
Expenses
Not Submitted and Not Reimbursed
Reimbursements, Adding & Tracking
Extended Login (Public Site Extended Password)
External URLs for Client Offer Submissions
- F -.....................................................................................................................
Fannie Mae
Offers
Fetch - Fannie Mae HomePath info
File Number, Displaying on Property Pages
Flags
Email Notification for new flags
Forms
Adding Forms [General], [Offer], [Preservation]
Appending an Attachment [Offer], [Preservation]
Notes & Attachments, Adding to Forms [General], [Offer], [Preservation]
- G -.....................................................................................................................
General Inspections
Inspection Email Notifications
General Notes, not property specific
Graylist, Disable Notifications
Groups (Users), Creating & Updating
- H -.....................................................................................................................
Highest Best Requests, Sending Multiple
HOA
HomePath, Importing Offer Information
- I -.....................................................................................................................
Image, Adding to an Auto Task Email [Offer], [Preservation], [Property]
Image, Adding to Email Signature
Inbound Message Notifications, Enabling
Income, Entering for Non-REO properties
Incomplete Tasks, Deleting from a Property
Incomplete Tasks, Deleting System Wide
Inspection
General Inspections (adding, deleting, notes, photos)
- L -.....................................................................................................................
Lease Applications
Auto Create Tenant when lease app accepted
Lease information (See Managed Properties)
- M-.....................................................................................................................
Macros, adding to Email Signatures
Macros, List for Email Signatures
Managed Properties
Auto create tenant when lease app accepted
Editing [Lease Info], [Tenant Info]
Markets
MMR's, Fannie Mae and other clients
- N-.....................................................................................................................
Non-REO Income/Expenses, Adding
Notes
Emailing New Notes to a Specific Property
General, not property specific
Public Uploads (see Public Uploads)
Searching All Notes Attached to a Property
Searching Across All Properties System Wide
Viewing a property's notes across all tabs
Notifications, Receiving when system updates are made in Broker Brain
Notification Requests for completed tasks
- O-.....................................................................................................................
Offers
External URLs, Adding for Client Offer Submissions
Fannie Mae
Highest/Best (Multiple Requests)
- P -.....................................................................................................................
Password, Public Site Extended Login
Photos
Date/Time stamp setting for uploading photos
Primary Property Photo, Designating
Public Uploads (See Public Uploads)
Power Users List, Sorted by Function
Preservations
Printing pages from the Help Guide
Properties
Reactivating an Archived Property
Understanding the Properties Tab
Public Counter Offers
Public Extended Login (Password)
Public Offers
External URLs for Offer Submissions
Public Notes, Sending Link to Listing Agent
Public Site
Removing a property from public view
Specifying Property Statuses to appear on public site
Public Uploads
Allowing [for Notes], [for Photos]
Adding a comment or document to a note from outside Broker Brain
Adding a photo from outside Broker Brain
- R -.....................................................................................................................
Recurring Tasks
Auto, Creating [Offer], [Preservation], [Property]
Stopping All Recurring Tasks on a Property
Reimbursement of Expenses, Adding & Tracking
- S -.....................................................................................................................
Searching
Notes Across All Properties, System Wide
Notes, All Notes Attached to a Property
Notes, Property Specific, by Key Word
Tasks Created, Auto Tasks [Offer], [Preservation], [Property]
Seller Contact Information, Adding
Short Sales
Public Notes, Sending Link to Listing Agent
Showings
Statuses, updating
Sub Clients
Sub Clients, Adding to a property
Sub Contractor, Adding from Preservation tab
- T-.....................................................................................................................
Tasks
Task Complete Notification Requests
Tasks, Auto [See Auto Tasks]
Deleting a Task (All Tasks View)
Deleting Incomplete Tasks from a Property
Deleting Incomplete Tasks System Wide
Incomplete, Deleting from a property
Incomplete, Viewing system wide
Recurring
Un-owned Tasks, Claiming [from Home tab], [from Properties tab]
Tenant information (See Managed properties)
- U-.....................................................................................................................
URL, External, Adding for Client Offers
Users
Utilities
Adding a New Utility Company into Broker Brain
Adding a Company to a Property
Deleting a Utility Company not associated with any property
Editing Utilities Present on a Property
Summary, Displaying on Preservation Page
Viewing/Updating Utility Company Info on a Property
Updates, Subscribing to Email Notifications for Broker Brain system updates
- V -.....................................................................................................................
Vendors
- W-.....................................................................................................................