We provide an opportunity for you to customize and validate all information before any listing or user data is pushed to DASH.
Brokermint’s integration is not automatic. Why? Some of our competitors automatically sync all agents and listings to DASH. Though this might save you time on the front end, it can lead to dirty and unreliable data on the DASH end with duplicate users, listings, and inaccurate numbers. DASH and Realogy have very specific rules regarding the info that is entered into the DASH System. Brokermint follows the specific data requirements established by DASH and Realogy, ensuring that any information that is flagged as new or different will be positioned for review. Follow the simple steps below to view/correct these inconsistencies.
If this is your first time using DASH, you will need to add DASH to your system. Log in and find the USER section in the menu on the left-hand side of your screen, click Add-ons.
Please make sure that only users who have the following permissions enabled will be able to access DASH from their account:
Can access all company transactions
Can edit transactions
- Can manage users
Once the integration is activated, in your TO DO section, within the menu on the left-hand side of your screen, click DASH to begin.
You will see a list of any staff contacts, listings, or transactions that currently contain inconsistencies between the data in Brokermint and DASH. The system is very sensitive and will recognize differences in capitalization, spelling, and other data entry errors. You are given the opportunity to edit and confirm the correct details before dirty data is pushed to DASH.
Begin this process by selecting whichever Staff, Listings, or Transactions to push by single-clicking the person, listing, or transaction once, then select Push to DASH.
You will see variations of what actions to take depending upon what our system has flagged, listing them as pending changes in your To-do list.
Once you have clicked under the Staff section the Push to DASH button in the top right corner, you will see a pop-up screen that displays Merge Person.
This pop up shows a difference between Brokermint and DASH person’s data. It will display the conflicts found and will prompt you to select the information you would like to use. Make the appropriate selections, and hit the button in the bottom left of the pop-up Finish Merge.
Once you have clicked under the Staff section and clicked the Push to DASH button in the top right corner, you will see a pop-up screen that displays Match Person. Hit the Merge button on the right of the person inside of the pop-up screen. From here, follow the directions for Merge Person outlined above. In case you would like to create a new person in DASH, navigate to the bottom of this pop-up and click the button in the bottom right corner CREATE.
Fill out the appropriate fields and then select the Push button in the bottom left corner of the pop-up screen.
Once you have clicked under the Listings section Push to DASH button in the top right corner, you will see a pop-up screen that displays Match Listing. Select the listing, listed in the pop-up to match it to the address that is in question. In case you would like to create a new listing in DASH, navigate to the bottom of this pop-up and click the create new link.
You will then see a pop-up Listing Conflicts. Make the appropriate selections on the left-hand side of the screen as you move your way down. If one of the selections isn’t correct, please manually correct it. Once you have selected/corrected the fields, push the Next button in the bottom right of the pop-up.
Once this is done a preview listing details will pop-up. Scroll down and click the Push button to complete the process.
A preview listing details screen shows all transaction information as well as virtual or regular open house information and related images if this information is available in your MLS record.
Just click on the Open Houses section to open it. You will find the Virtual Open House information there.
Or regular Open House description:
Once you hit the Push button all information available in your DASH account will be replaced by the current one.
Once you have clicked under the Transactions section the Push to DASH button in the top right corner, you will see a pop up that lists the transaction in a text box, and then asks you to create. Hit the create new link.
Then select a date for closing by clicking into the “closing date” field and selecting a date on the calendar. Then hit Next.
Your final pop-up screen will ask you to preview all items from the transaction. If all looks good, scroll down to the bottom of the pop-up and hit the Push button.