Note that this guide is for users that don't have Excel. If you have Excel we highly recommend you THIS GUIDE.
This guide will teach you how to select expired & terminated listings, load relevant information on them for the purposes of prospecting and finally, save the information to a database for your perusal!
First steps:
Choose a region you're interested in prospecting for expired or terminated listings and select a random centrally located property by right clicking (two fingers at once on an iMac).
Click on the 'Property Report' button of your selected property.
At this stage, we are only interested in loading a Paragon Residential Comparables search in our Property report. Click on the green 'Adjust Report Contents' button and de-select all other data sources in the report.
4. Next, we will run a search under Paragon Residential Comparables for Expired, Terminated, Active and Sold listings. You can enter in a date range (for example, 9 months back for list date and 3 months back for sold date.) Adjust your search radius to the appropriate size (2-10km) and choose the property types that you would like to prospect. Bear in mind that you are going to get a fairly large selection of listings in your Paragon Residential Comparables datasource, so give it some time to load.
5. Once the listings have plotted on the map, click on the 'Export Table to .CSV' tab.
Now we will navigate to google sheets by using this link: Google Sheets
To import the CSV we exported, click on the green + under Start a new spreadsheet.
Then you click on File --> Import and select the Upload tab in the pop-up. Click to select the file from your hard drive or drag the file into this box.
Lastly click on Import Data and your spreadsheet is being loaded.
Next up, we need to sort and filter our spreadsheet of listings in Google Sheets in order to identify the terminated and expired listings that have not been re-listed or sold. We can do this by highlighting duplicate PIDs
Click on the PID column header (should say 'A') then click 'Conditional Formatting' under the 'Format' tab.
2. Click in the box under "Format cells if..." and select "Custom formula is".
Paste this formula in the "Value or formula" box: =countif($A:$A,A1)>1
Click "Done" to apply the conditional formatting to your table. All the properties that are duplicate in your sheet are now highlighted.
3. Next, we will filter the spreadsheet so you are only left with Expired listings.
Click in the top left corner between A and 1 to select the entire sheet.
4. Once all cells are highlighted, click on the "Create a filter" button.
Click on the filter button on the Status header and deselect Active and Sold, and Click OK.
Your are now left with only the Expired Listings, the Expired listings that haven't been listed since are the PID's not highlighted. The last step is copying these PID's and import them back into AUTOPROP.
1. Select the (not highlighted) PID's. To select multiple cells, hold down your Ctrl key (Windows) or Command key (⌘) (Mac) and click the cells you would like to select.
Copy these cells.
2. Paste the PIDs into the 'Manual PID Entry' button on AUTOPROP and click search.
3. Click the 'Add All Checked' option in the 'Manual PID Entry' menu.
All of the Expired and Terminated listings that have not re-listed or sold will now be highlighted on the map. At this point, you can open the Properties Menu and load relevant data (such as Sales History, Assessment Values, etc.) on the selected PIDs. You can export your spreadsheet of data and voila! You now have an expired/terminated listings database that you can successfully market to via cold calling or your branded AUTOPROP property reports!
For instructions on how to access the Properties Menu, review this guide: http://help.autoprop.ca/autoprop-guides/the-new-autoprop-creating-a-neighbourhood-database.