Metrolist's PrimeAccess Impersonation Feature Allows Real Estate Team Collaboration

In this BrokerIPTV.com video, Melissa Olson from Metrolist discusses the PrimeAccess "Impersonation" feature.

Interviewer: Today we are talking with Melissa Olson from Metrolist; she is the Senior Marketing Manager in charge of sales at Metrolist. Welcome.

Melissa Olson: Thank you, nice to be here.

Interviewer: Thanks for being here. Today we are talking about our individual Metrolist accounts and something called "Impersonation." Now, I think we know what impersonation is on the outside; what does it mean to real estate Metrolist?

Melissa Olson: Sure. So impersonation in Metrolist means that you can assign or grant rights to somebody else in your office to work on your behalf and they can also grant you rights to work on their behalf.

Interviewer: So as you and I were discussing off camera here, what we are essentially saying is, I work with another team member and the two of us are a team, Gary and I are a team, and I am frequently logging in under his MLS ID to work on some of our co-listed properties. He is logging into my MLS ID to work on my, our co-listed properties what you are saying is, I could just log in under my ID as long as Gary is selected as one of my team members, I can see that and work on that inventory as well?

Melissa Olson: Right, correct. So when you go in, you log in with your ID and as you know, we have been sending out lot of messaging lately about not sharing your username and password, so everybody should have their own account.

Interviewer: Right.

Melissa Olson: So you should log in with your own account, Dan, and then from after Gary has given you the permissions or the rights to work on his behalf through impersonation, you can log in as yourself and then you choose Gary's profile and then you work on behalf of Gary and the system. So if you wanted to maintain listings, if you want to run searches, if you want to create CMAs, all that would show up under Gary's profile and in his search history save searches, saves your base, and things like that.

Interviewer: Okay because he will say to me listen we are going to go out and we are gong to meet somebody and we need to do some homework and so we go and do all the comparable information and I may do it under mine, but you are saying I could include him when I am doing my searches in comparable information and it will show up in his profile as well?

Melissa Olson: No you would have to, that's, no you want to exactly include him in there you would sign in, and you would work on behalf of Gary, so everything you did on the system would have Gary's information on it.

Interviewer: Okay.

Melissa Olson: So if you are listing or if you are doing a search and you want to create some reports, Gary's information and branding would show up on all of those reports. If you sent an e-mail on Gary's behalf, it looks like he is coming from Gary's e-mail address and not Dan's e-mail address.

Interviewer: Okay, what about personnel or administrative staff and so forth in the office, how does this work for them?

Melissa Olson: Right, sure. So if you also grant permissions to somebody who has an admin account, they could also log in and impersonate you. So for example if you wanted them to run a search on your behalf and create a report, send e-mails for you, they could do that and then it looks like its coming from Dan Palomino now, even though they had done the work for you.

Interviewer: And so husband and wife teams, how does this already affect current teams in place and things of that nature?

Melissa Olson: Right, exactly. So with the husband and wife team, they may want to put all their listings under one account or the other account, so that they can syndicate them out using just a single user account, and that would allow a husband and wife teams or, you know, two-person teams to really work together collaboratively in the system, log in as themselves, but then be able to access the other person's profile, the other person's saved work, and then revert back to themselves and then do the work on their behalf on their own account as well.

Interviewer: Right, so another example is Gary has, Gary and I have 20 listings.

Melissa Olson: Right.

Interviewer: He has 10 under his ID, I have 10 under my ID, what you are saying is, we can merge this into a team profile?

Melissa Olson: That's another feature of PrimeAccess that we recently launched and you could set up a team account and then that way, all the work could be done under the team account and it will look as though it has been marketed as the team, and not as the individual.

Interviewer: Good information, thank you. I appreciate you being here.

Melissa Olson: Thank you for having me.

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Posted on May 13, 2010 13:02:32 by Blog Author