5.75 Release

Corrected Issues 2

Agent Level Changes 4

Select All Associated Documents 4

Recurring Open Houses and Tours 4

Input Maintenance Errors Table Enhancements 4

Email CollabLink 5

New Date Picker Control 5

Simplified Save Search and Listing Cart 6

Tree Enhancements 6

Tooltip for Public Associated Documents 6

Listing Office Check when Converting a Subject Property 6

Link to BK Privacy Policy 6

Default Phone Type for Share Via Text and Adding Contact 7

MLS Customizations and Administration 8

Better Wording for Password Reset Email 8

Autofill from MLS Map Layer Lookups 8

Property Watch 9

My Property Watch & Alerts 11

New CRS Data Integration Point 11

Enhanced Data to Parcel Panel for Premium Tax Users 12

Homebot UI Update 12

Affiliate Connect: Notifications for Sold Listings 12

Affiliate Connect: Additional Contact Information Available in Branding Block 13

Allow Agent to Add Comments When Sharing Contacts & Affiliates 13

Collaboration Center: School and Neighborhood Reports 13

Paragon Connect 14

Paragon Connect Workflow Improvements 14

Action Item Contents 18

Work Order Seq Module Reporting Customer(s) Issue Corrected

61785 2 Tour/Open House Willamette, Central Penn, Birmingham, Huntsville, NEREN, Nova Scotia, Rockford, San Diego Open houses hangs while saving cc enhancement 3-19, community, neren

118328 5 General UI New England Real Estate Network (NEREN) Street Type Selection Modal Has Inconsistent Labeling in Input

143971 1 Contact Activity Intermountain, IRMLS, Hudson, REB, Tallahassee Importing Contacts not importing Email Address-Error about invalid address

144317 1 CMA Intermountain, NEREN, Willamette CMA - Comparable Report (Horizontal) Error

148678 1 Admin - System Setup Options Spokane Assoc. of REALTORS problems with field setting in admin

149223 1 Affiliate Connect - Paragon New England Real Estate Network (NEREN) Share Contacts Functionality is Displaying in View Manage Contacts when PAC Config is Off

120075 1 HomePage Message Indiana Regional Multiple Listing Service (IRMLS) Enhancement request for more specific warning dialogue when deleting home page message

122224 1 Views/Reports REB Clicking 'Selected' checkbox from a listing quick view does not select the listing

146119 1 Collab Center Baton Rouge Modal window doesn't appear when clicking Agent Recommended link under COLLAB CENTER header

147800 1 Collab Center - Buy Side New England Real Estate Network (NEREN) New Comment Icon Link Remains if Listing is No Longer a Match in Collab Center

148636 1 Admin - MLS Views and Reports All Collab Center Views functionality is fully deprecated and should be removed from Admin UI

149324 1 Paragon Connect - Reports LARGER CHECKBOXES: Need larger checkboxes on listing thumb and and grid views...

Agent Level Changes

The following section contains changes that are active system wide and available to users based on their assigned security levels.

Select All Associated Documents

Action Item: N/A

The first in a number of quality of life upgrades in this release. We’ve added a checkbox for associated documents allowing you to select all that are Public.

Recurring Open Houses and Tours

Action Item: N/A

With various enhancements along with new calendar controls for Open Houses and Tours, users can now select multiple dates to efficiently create recurring instances.

Input Maintenance Errors Table Enhancements

Action Item: N/A

We’ve made a number of usability and workflow improvements to help you move through and correct errors in the Input Maintenance Table.

• Resizable pane above the form

• New icons indicate condition type

• Persistent highlighting on the form

• Errors and warnings totals

• Added navigation buttons for moving through the errors (F8 still works too)

• Simplified column data by combining condition type and acceptance columns

Email CollabLink

Action Item: N/A

The new CollabLink email type allows users to send the CollabLink report. This report is designed to be responsive and accessible across all device sizes.

New Date Picker Control

Action Item: N/A

The Paragon date picker has been upgraded, which will make navigating calendars and selecting dates easier.

Simplified Save Search and Listing Cart

Action Item: N/A

The designs for Save Search and Listing Carts dialog boxes have been upgraded with better controls, straightforward wording, and consistent design. This will help usability by making workflows and instructions similar across Paragon.

 

Tree Enhancements

Action Item: N/A

We’ve made a number of usability enhancements to the menu (tree view) while also maintaining legacy functionality.

• Made it easier to click

• Removed unnecessary UI elements

• Promoted single items to be top level and no longer requiring a dropdown

• More intuitive method for managing favorites in Views/Reviews

Tooltip for Public Associated Documents

Action Item: N/A

A new tooltip has been added to the Add New Documents screen that explains “Public” must be checked in order for the document to be emailed from Paragon.

Listing Office Check when Converting a Subject Property

Action Item: N/A

When converting a Subject Property to a listing using CMA> Maintain Subject Property, the system will check that the Listing Agents is in the Listing Office for the selected property. If not, an error is returned and the user must select the correct office to clear the error and save. This ensures that if an agent changes offices after creating a Subject Property, the newly saved listing will be assigned to the correct office.

Link to BK Privacy Policy

Action Item: N/A

A link for the BK Privacy policy has been added to the Quick Action bar at the bottom of Paragon. This link cannot be removed when customizing the bar.

Default Phone Type for Share Via Text and Adding Contact

Action Item: N/A

When adding a new contact from the Share via Text modal, the phone type will now default to Personal Cellular.

 

MLS Customizations and Administration

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Better Wording for Password Reset Email

Action Item: N/A

For those who allow password resets through Paragon, the subject line of the email sent to the user has been modified to specifically state the request comes from Paragon. This will make it easier for the user to identify and less likely to be filtered out by automated junk email filters.

Autofill from MLS Map Layer Lookups

Action Item: MLS-level map layers using Minor Area Codes or Lookups must be created for this functionality.

This enhancement uses the MLS-Level Interactive Map Layers and uses the geocode when using Listing Input and Change Geocode to autofill lookup location fields. When a listing is saved, Paragon determines the geocode, compares it to the interactive map layers with lookups, and autofills data where needed.

• If map layer data matches already provided listing data: no changes are made

• If blank or data doesn’t match: field is autofilled with the map layer lookup value and a warning notification is generated.

 

Note: Map Layers are created in Admin > System Setup > Interactive Map Layers

 

Property Watch

Action Item: Available for Customers who have Paragon Tax or CRS Data. Also available to others for a monthly fee. Contact Black Knight sales rep for more information

We are excited to announce the release of Property Watch, a new Premium Tax offering.

Property Watch gives agents the ability to select a parcel from the map and add it to a watchlist and to be notified when any of the following occurs on the public record: Foreclosures, ARM Reset, Ownership Change, Tax Delinquency, Valuation Change, New Loan or even when it’s Listed on MLS by another agent.

After a Property Watch has been added, the agent is automatically set up to receive simple, textual email alerts when something has changed on the public record. After receiving the email alert, the agent can log into Paragon to view the Alerts from a new option under the Tax Menu

Property Watch can also be used like a “favorites” for public records, giving agents a way to quickly access a public record within Paragon.

Property watches can be added from the Parcel Property Panel in the Map Search or Google Map View.

 

My Property Watch & Alerts

Action Item: N/A

We’ve added a new grid view that displays information about a property that also includes the property panel from the Map View. Highlighting any of the rows updates the property panel for quick access to the enhanced data.

 

Alerts use a similar display to the property watch grid view.

 

New CRS Data Integration Point

Action Item: N/A

In 5.72 we added a link to the CRS Data Property Report from the property panel that displays for listings. We’ve now added the integration point to the parcel property panel.

Enhanced Data to Parcel Panel for Premium Tax Users

Action Item: Requires Premium Tax Data Agreement. Contact Black Knight Sales Rep for additional information

We’ve added three new data sets to the parcel panel: Propensity to List Score, Owner Occupied, and REO Data.

Propensity to List: Propensity to List has been added to the parcel property panel for Premium Tax users. The feature uses a proprietary algorithm that considers a variety of data to include Sales History, Loan to Value Ratio, Estimated Equity, Owner Occupied, Foreclosure Activity and Neighborhood Trends and assigns one of the following scores that reflects the probability that a property will be listed for sale: Low, Medium, High, Very High and Listed.

Owner Occupied and REO Data: These two fields provide additional information for agents.

Homebot UI Update

Action Item: Requires Homebot to be enabled

A new, more appealing graphic, has replaced the graphic previously shown to agents who are not Homebot subscribers.

 

Affiliate Connect: Notifications for Sold Listings

Action Item: N/A

Added the ability for Agents to opt to send notifications to affiliates when the status of their listing(s) change to Sold. They can turn this option on in the preference settings.

Affiliate Connect: Additional Contact Information Available in Branding Block

Action Item: N/A

Affiliates can now add additional contact information to the Call to Action part of their Branding Block. This includes phone number, email, and street address.

Allow Agent to Add Comments When Sharing Contacts & Affiliates

Action Item: N/A

Added ability for Agents to add comments when sharing contact/affiliate information with contacts/affiliates.

Collaboration Center: School and Neighborhood Reports

Action Item: Currently Only Available for US Customers

Collaboration Center is getting even better with the introduction of School and Neighborhood charts and reports powered by Onboard. These new charts and reports provide users with detailed information that allows them to understand the area around their potential new home.

 

 

Paragon Connect

All options in this section are either configurable via MLS Administration controls or by your System Support Manager as noted.

Paragon Connect Workflow Improvements

Action Item: N/A

In the 5.75 release, Paragon Connect has had a number of workflow improvements and UI updates to improve the overall user experience when using Connect.

Drawer Menu

This menu takes a more mobile centric approach to displaying menu options. It allows for the full link and quicker access to action items. This will replace several full screen modals and their circle icons.

Search Layout

 

Results Layout

Along with removing circle icons, the workflow has been updated so that when selecting a listing(s), the available actions will be updated.

Map Update

Detail Report

Action Item Contents

MLS Customizations and Administration 8

Autofill from MLS Map Layer Lookups 8

Action Item: MLS-level map layers using Minor Area Codes or Lookups must be created for this functionality. 8

Property Watch 9

Action Item: Available for Customers who have Paragon Tax or CRS Data. Also available to others for a monthly fee. Contact Black Knight sales rep for more information 9

Enhanced Data to Parcel Panel for Premium Tax Users 12

Action Item: Requires Premium Tax Data Agreement. Contact Black Knight Sales Rep for additional information 12

Homebot UI Update 12

Action Item: Requires Homebot to be enabled 12