1.800.949.3330   m-f 8:30am - 5:00pm EST

Pro Gold i2 Online User Manual

 

Appendix H - Instructions for Re/Max Frames Export

  • Procedure to submit electronic report to Re/Max HQ
  • Go to Setup Tab
  • Select Import/Export Utility Icon
  • Select Re/Max Frames Export option: Missing data for required report screen
    • Requires Agent Referral # to be assigned for each agent in their Agent Info record on the main Properties Tab
    • Requires your Office # to be assigned in the Office Setup record on main Properties Tab
    • Requires Region # to be assigned in the Change Company Info Icon on the main Setup Tab
    • Verify/Correct name format via Agent Information Icon on main Properties Tab use Save A/R A/P button to update
  • Once format/info corrected, Go to Import/Export Utility Icon
  • Select Re/Max Frames Export option
  • Click Open button
  • At Frames Export screen, select applicable month and year for the report
  • Click Create File button:
    • Screen will open MS Word and suggest filename of the current date of the PC
    • Ex:  02_07_2005_FRAMES.TXT
    • Click Save to accept name or can modify name if desired and then click Save
    • System will the save the report on the C:\ Drive and display location
    • Click OK and report will display in preview screen for local printing/verification
  • File is ready to export to region
  • Report submits all Closed transactions for the date range specified except as noted below:
  • Property Type:
    • Other:
      • Transaction is “not” included in the Frames Export file
      • Transaction is included in Commission Level
    • Exempt:
      • Transaction is “not” included in the Frames Export file
      • Transaction is “not” included in Commission Level
    • Residential/New Construction/Multi Family types will be reported as Residential on the report
      • Used for Human Occupation
      • Defined as a residence for Tax, License Education Qualified Purpos
      • Owner Occupied includes:
        • New single family homes
        • Existing Single-family homes
        • Co-ops
        • Condominiums
        • Duplexes
        • Modular Homes
        • Mobile Homes
    • Commercial/Vacant Land/Rental types will be reported as Commercial on the report
    • Used for Profit and Nonprofit Business Purposes
    • Income Producing for the Owner
    • Any form of Lease either Commercial or Residential
    • Commercial property includes:
      • Unimproved raw land
        • Undeveloped / Developed / Improved Residential Lot(s)
        • Agriculture properties
        • Triplexes and Above / Residential Structures
        • Any property that cannot meet the definition of Residential properties
  • Referral box near Property Type in Properties Tab
    • If checked, Volume and Units of this property  “not” included in the Frames Export file
    • To be used when transaction is a referral commission only
  • Agents
    • Agents must be active to appear on report
    • Can de-activate once report is generated