Collaborator Requests in Advanced Circles Panel

How to View and Export Collaborator Requests in Inmovilla MLS Circles

Collaborator requests are an essential mechanism to document and formalize communication between agencies within an MLS. These requests facilitate the efficient management of inquiries related to shared properties, such as coordinating visits, clarifying specific doubts, or exchanging relevant information about the properties.

From the Collaborator Requests section in MLS Circles, users can access a detailed history of all recorded communications, apply filters to narrow results by dates, focus the query on the activity of a specific office, and export the records of interest for analysis or follow-up.

Definition and Function of Collaborator Requests

A collaborator request is a formal inquiry that one agency makes to another within the collaborative MLS environment. This request is generated directly from the property sheet of a colleague’s listing, using the option enabled to contact the corresponding collaborator.

This type of request is fundamental for various scenarios, including:

• • Requesting the coordination of a visit to a property listed by another agency.

• • Making specific inquiries about details or conditions of a shared property.

• • Maintaining an organized and accessible record of all requests exchanged between offices.

It is important to highlight that this tool does not replace the original request process from the property sheet. Its main purpose is to provide a centralized and accessible record of all active requests within the selected MLS circle.

Importance of Request Records in an MLS

In an environment where multiple agencies cooperate in property marketing, the volume of communications can increase considerably. Consulting the historical record allows quick and efficient location of previous requests, avoiding the need to individually review each property sheet.

This list is especially useful for monitoring collaborative activity over a specific period, analyzing requests associated with a particular office, or preparing sets of records for export and further analysis.

Accessing the Collaborator Requests Section in Inmovilla

Requests are consulted from the advanced panel within the workspace corresponding to the desired MLS. If the account manages multiple MLSs, it is essential to select the correct one to ensure query accuracy and avoid displaying records belonging to other circles.

1. • In the left sidebar, go to MLS Circles.

2. • Enter the advanced panel.

3. • Select the MLS you want to manage using the dropdown menu located at the top right, if you have several.

4. • Click on Collaborator Requests.

Upon accessing this section, a window will display the complete list of requests recorded for the active MLS circle.

This section consolidates all collaboration requests recorded in the selected MLS, offering a clear and organized view of the activity.

How to Filter Requests by Date Range

The record has a time filter with From and To fields, allowing the list of requests to be limited to a specific period. For example, it is possible to consult only the requests made during the last quarter.

To perform an efficient and orderly query, follow these steps:

1. • Define the start date of the period you want to analyze.

2. • Set the end date of the interval.

3. • View the resulting list, which will show only the requests within the selected range.

This filtering facilitates information management, avoiding excessive results and allowing more precise tracking of recent activity or specific campaigns.

Consult Only Your Office’s Requests

The section includes the My Office option, which when activated limits the query to requests generated or received by the agency itself. This way, the global MLS activity is excluded, focusing the analysis on internal management.

This filter is especially useful for detailed tracking of own requests, verifying pending communications, and gathering specific records for reports or internal exports.

Procedure to Export Collaborator Requests

Requests can be exported in two main ways: exporting the entire set of filtered results or selecting only the specific records required.

Export a Specific Selection

1. • First, apply date or office filters as needed.

2. • Check the selector located to the left of each record you wish to include in the export.

3. • Execute the export option after completing the selection.

This mode is ideal when you need to document or share only certain requests without including the full history.

Export the Filtered Result

If you have correctly applied the date or office filters, you can directly export the entire set of results that meet those criteria. Before proceeding, verify that the active MLS and selected filters are appropriate to avoid errors.

Recommendations for Efficient Request Management Between Agencies

The value of the request record is maximized when integrated into a consistent routine of monitoring and control. Organized and coherent management minimizes confusion between agencies and facilitates quick retrieval of each communication.

• Always verify the active MLS before consulting or exporting data, especially if you manage multiple circles.

• Use specific date ranges to segment activity by concrete and manageable periods.

• Activate the My Office filter when you need to focus the analysis on your agency’s own activity.

• Select only the necessary records for exports with defined objectives, avoiding including irrelevant information.

• Clearly differentiate between the request and the record: the request is made from the collaborator’s property sheet, while the MLS Circles section serves to consult and manage the history.

Common Errors When Reviewing Request History

One of the most frequent errors is confusing this section with a space to create new requests. It should be remembered that new requests must be made from the collaborator’s property sheet; the Collaborator Requests section functions exclusively as a history and consultation tool.

It is also common to review overly broad lists by not applying date or office filters, or to export data without confirming that the selected MLS is correct. Applying appropriate filters before consulting or exporting ensures more precise and useful results.

Summary

Collaborator Requests in Inmovilla MLS Circles centralizes and organizes all communications between agencies related to shared properties. From this section, you can consult the complete history, filter by date ranges, view exclusively your office’s activity, and export selected records for analysis or follow-up.

Incorporating the regular use of these filters and tools makes the record an indispensable tool to optimize and organise collaboration within the MLS.