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AscendixRE Update: Property Listing Portal Improvement

April 24, 2019

Updated on July 16, 2020 This April release is all about Commercial Property Listings Portal improvement. We give you more customization options to make property listings look as you wish. Also, now you can display documents for each listing to provide your website visitors with even more information.

Contact us to learn more

Watch what’s new in this video:

In this Update:

  • Listing portal – Image viewer improvement
  • Listing portal – display documents in the record details
  • Listing portal – allow for partial phrase searches on text fields

 

Table of Contents

  • Listing Portal – Image Viewer Improvement
  • Listing Portal – Display Documents in the Record Details
  • Listing Portal – Allow for Partial Phrase Searches on Text Fields
  • Need Help? Have Questions?
  • Ascendix Commercial Property Listings Portal: What’s in It For Me?

Listing Portal – Image Viewer Improvement

Now admins can configure if the image carousel should display at the top or bottom of your records.

By default, the image carousel is located above the image preview:

 

Image carousel top location Ascendix property listings for Salesforce

 

To change the image carousel location, select bottom in the Placement of image carousel:

 

Property listing portal for salesforce changing placement of image carousel

 

Also, you can configure the spacing between images in the carousel:

 

Property listing portal for salesforce configure type of spacing

 

Besides, we improved the full-screen viewer to display your images even better. The right demonstration of your listings can help you close deals faster!

 

Ascendix Property Listings new image viewer Salesforce real estate

Ascendix Property Listing – The New Image Viewer

 

Listing Portal – Display Documents in the Record Details

It is easy than ever to provide your website visitors with comprehensive information about your listings. Now you can display documents in various formats for each listing record in the listing portal! We support any formats. A good example might be a property floorplan or property leaflet.

By the way, have you checked our real estate brochure software Composer for Salesforce users that lets you generate various brochures, leaflets, reports using data and images from your CRM? A few clicks and you get your leaflet ready with up-to-date information!

Display Documents: How it Works

Ascendix Property Listings solution Documents

We created Documents section, which will display public documents associated with the selected records:

  • Documents will display in a grid.
  • Files are sorted alphabetically by Title.
  • When the Title link is clicked the document will open in a new browser tab where the user can preview and/or download the file
  • If no public documents are found, the system will instead display the following message: This record has no documents

 

Here is How to Add This Functionality to Your Org:

  1. Navigate to Setup -> App Builder
  2. For each configured listing object type (e.g. Property, Availability, or Listing) click the Edit link next to the associated Lightning Page
  3. Add the AscendixRE File Viewer Lightning Component to the page where desired
  4. Click the Save button

 

Property Listings Portal Documents Setup AscendixRE for Salesforce

AscendixRE – Adding a Section Documents to the Layout

Once configured, this component provides a view of all documents associated with the record and gives the broker the ability to:
  • Upload files
  • Delete files
  • Share files
  • Unshare files
  • Download/view a file
  • Copy a file link to the clipboard

Here is How to Add Documents to Your Listing:

  • Upload files to the corresponding property
  • Select files and click Share to make them public

Now your files are displayed on the property listing portal!

 

Ascendix property listing making files public Salesforce real estate

Ascendix Property Listings – Making Files Public

 

To remove documents from your listing, go to the corresponding record in your Salesforce, select the document and click Unshare.

The good news is that you don’t need to delete documents from your CRM to stop displaying it on your website.

That’s a great example of how technology can help you improve your online presence without a significant investment of your time and money.

Did we mention that Ascendix Property Listing is super cost-effective? Contact us to learn the details!

Listing Portal – Allow for Partial Phrase Searches on Text Fields

Before this release, listing portal visitors should enter the exact criteria in text fields to get the results. Now admins can configure text fields to be either an exact (equals) or partial (contains) search.

Here is how to configure it:

  • Navigate to Setup > Listing Portal
  • Click the Configure field icon and check/uncheck “Allow partial matches”

 

Ascendix property listing Allowing partial matches Salesforce real estate

Ascendix Property Listings – Allowing Partial Matches

That’s it for today. Happy Prospecting!

Need Help? Have Questions?

    • AscendixRE Help Documentation
    • AscendixRE Video Tutorials
    • Get in touch with our support

Ascendix Commercial Property Listings Portal: What’s in It For Me?

The competition is high than ever and lots of brokerages already have property listings functionality on their website. The modern buyer expects to get all the required information on their own before investing their time in face-to-face meetings or even phone calls with you.

From the other hand, even if you already have property listings on your commercial real estate website, let’s say you use WordPress website, there should be someone who will make sure all property listings are updated, with correct information and up-t0-date images.

Any change, e.g., in pricing or any additional information that might help to sell this property, will require the update of your listing.

Let’s face it:

What happens in reality? You either have outdated information or update information only on website forgetting about your CRM or spend quite some time to keep the up-to-date information both in your CRM and a website.

Here’s how we solve this challenge:

#1 Get Your Property Listing Website

First, we’ll create a property listing website/section for your website. Our solution will let you customize its branding, location of elements, search fields, the way users interact with the website. Also, you’ll be able to use SEO (Search Engine Optimization) to attract more traffic to your listing. The website is responsive which means it will look great on all devices. If needed, we’ll develop custom functionality on your request.

#2 Commercial Property Listings Automation

It is the best benefit and what makes our users select Ascendix.

Here’s the deal:

You’ll be able to publish, update all listings, properties right from your CRM. No need to go back and forth from a CRM and your website. All is done in one place and with a few clicks. You don’t need developers or someone technical to do it. Simply add/update information in your CRM and click the button Update/Publish.

That’s it! You get up-to-date listings once you update the data in your CRM.

#3 Prospecting Automation

Do you still add website leads manually to your CRM?

With Ascendix, they will be created automatically. In addition, you’ll see what listings they were interested in.

Next, you can set up automatic follow-ups and leverage the power of Salesforce to automate your prospecting.

Interested to learn more? Contact us to schedule a live demo of our solutions! Are you looking for commercial real estate CRM? Make sure to check our AscendixRE!

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