Setting Up a 1st To Know Account for a One Place Contact

by Scott Gaffan on September 11, 2020

Here’s the recorded version of my Tech Tips Thursdays class on how to set up a buyer with a 1st To Know account.  I have also included a link to the PDF tutorial.

If you would like to attend one of my Tech Tips Thursday sessions, just select the Class Schedule link in the top menu bar and choose the Tech Tips Thursdays class Join Live link Thursday mornings at 10:00 AM.

If you have any questions or if you’d like to request a topic for a future tech tip, feel free to call or email me anytime.

One Place Connect Setting up a Contact with a 1st To Know Account PDF




The Best Way to View and Print a PDF from One Place

by Scott Gaffan on August 12, 2020

Here’s the recorded version of my Tech Tips Thursday session from last week. In this video I discuss the best way to view and print a PDF from an auto generated New Listing email and from within One Place.

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New Recent Sales Search

We’ve added a new Recent Sales property search to all of  your One Place websites as well as the main company sites. The search is available as an option in the Buy menu or as a tab on the full Property Search page. Your web visitors can now search through recently sold properties and they can choose how far back they want to search, up to one year.

Automating the Listing Activity Report

If you’re not already using the Listing Activity Reports in One Place, you should definitely check them out.  You can access them by logging into Our One Place and choosing My Listings. Select the listing that you want to generate a report for and choose Listing Activity Report. You could always manually email them to your sellers or choose to have them automatically sent out to them weekly but now we’re allowing you to automate the entire process even more.

Since we are automatically pulling in your contacts from zipTMS now, you can choose to have every seller automatically added to the Send Listing Activuty Reports Monthly plan by simply flipping a switch in One Place. When you enter your sellers as parties of a new Listing Transaction in zipTMS, they’re contact information will automatically transfer over to your One Place Contacts and a new contact record will be added. If  you would like all of your sellers to be added to the Listing Activity Report plan, you flip the switch in One Place once and every seller that comes through from zipTMS will automatically have the plan added. You must enter the MLS number into the transaction in zipTMS once the listing is active in the MLS and that triggers the plan to begin. The system will wait a week to make sure that there is enough listing data to report before the plan starts. You only have to flip the switch once and One Place will take care of the rest.

How do you get to the switch?  Log into Our One Place. Choose MyWebsite, then scroll down and expand the Agent Information section. The third option down in that section is, Auto Send Monthly Listing Activity Reports for ZipTMS Sellers. Choose Yes and then select the big red Update bar at the bottom of the window and you are all set. Just remember to add the MLS number to your zipTMS transaction when the listing is active in the MLS and make sure that you are entering at least your sellers first name, last name and email address into the parties section of the zipTMS transaction. If you have any questions regarding this, as always, feel free to call me or email me anytime.

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by Scott Gaffan on May 22, 2020

If you haven’t had a chance to check out Listen360 yet, watch the overview video below. It’s a very cool and powerful customer listening solution that we’ve recently incorporated into Our One Place. It will help you engage your customers, analyze feedback and transform customers into brand advocates.

The Listen360 surveys are being sent out automatically to your buyers and sellers once a transaction is set to the closed status in zipTMS.  They are being sent to Buyer 1 for Purchase transactions and Seller 1 for Listing transactions so make sure that you have your client’s email addresses entered correctly in zipTMS when the transaction closes.  You will receive daily summary emails on feedback and you can also access your Listen360 Dashboard from and  For detailed information on how the program is set up and how to use the dashboard, check out the recorded webinar and the Listen360 Frequently Asked Questions PDF below.

This is a great new and intelligently designed program and if you’re serious about monitoring and improving your customer experience and overall customer satisfaction, take the time to learn how to use the dashboard and all that this program has to offer. As always, contact me anytime if you have any questions.

Listen360 Training Webinar

Listen360 Frequently Asked Questions PDF

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Zoom Meeting Security

by Scott Gaffan on April 9, 2020

With the sudden increase in the use of the Zoom platform for video conferencing, I put together a quick list of best practices to help to keep us all safe and secure when using  Zoom meetings. Most of the suggestions below apply to hosting a meeting. If you are just participating in a Zoom meeting, you only need to be concerned with the first point in bold below.

Do Not discuss or display anything that is confidential or disclose personal information in a Zoom meeting like Social Security Numbers, Bank information etc. This is just good basic practice everywhere online and it’s also generally not necessary. There are much safer ways to discuss or transfer that type of information outside of a Zoom meeting.

Use a Password, especially for one on one or small group meetings. Don’t post or share the password online obviously. For an extra layer of security in small meetings, you could even call the participants and give them the password over the phone instead of even emailing it to them.

Don’t use your Personal Meeting ID for the meeting. Instead, use a per-meeting ID (Generate Automatically), exclusive to a single meeting.

Enable the Waiting Room feature so that you can see who is attempting to join the meeting before allowing them access. Like many other privacy functions, a skillful disrupter could still bypass this control, but it helps to put another hurdle in their way. If this function is enabled, the host will have to approve each participant before they are allowed to enter. This is of course not practical for very large meetings.

Disable the ability for others to Join Before Host (it should be disabled by default, but check to be sure).

Once all of your participants have joined, Lock the Meeting. Go to the Participants List in the navigation sidebar, and scroll down to More. Click Lock Meeting to stop further participants from entering the meeting.

The Mute All and Unmute All buttons or links are located at the bottom of the participants panel and you also have the ability to mute any participant individually at any time by selecting the mute button next to their name in the participants list.

Turn off a participants camera by choosing the Stop Video option in the More dropdown menu that appears when you select the camera icon next to their name in the participants list.

Disable screen sharing. Go to the host controls at the bottom of your screen, and you’ll see an arrow next to Share Screen. Click the arrow, then click Advanced Sharing Options. Go to Who can share? Click Only Host, then close the window.

If you need to remove a participant from a meeting you can either move them to a waiting room, which would allow you to admit them back in again, or remove them completely from the meeting. These settings can be found in the More dropdown menu next to each participant’s name. To move a participant to a waiting room, choose Put in waiting room. To completely remove a participant, choose Remove.


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We have recently added a new page to your One Place website containing community information on 86 individual communities across the state and this number will increase as we will be continually adding more communities to our list.

Your website visitors can access this new page by choosing the Explore Communities link located in the Buy menu of your website.

They can search for a particular community using the search box at the top of this section, filter by region or just scroll and browse.

Each community has a page of information and photos and since these pages are on your website, you can copy the link to a particular community page and send it to a client via email or text and they will be able to access the individual community page directly.

This additional content provides your site visitors with the community information that the great majority of them desire and will increase the amount of time they spend on your website.

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Our One Place Recent Updates

by Scott Gaffan on May 3, 2019

I just wanted to let you know about a couple of cool updates that we’ve added to Our One Place over the past few months.

Polygon Search Tool

We’ve added a polygon search tool to the map search on the regular Listing Map Search and the 1st To Know Map Search.  This will allow you to do more refined searches around specific areas like subdivisions when searching for listings in One Place or setting up searches for your 1st To Know clients.  Just choose Search With Map to access the map search in the Listings Search and the 1st to know Saved Search modules in One Place and then select the Polygon Tool from the map tool bar.

First Floor Master Bedroom Search

We’ve also added an option to search for listings with a 1st Floor Master Bedroom in the One Place Listing Search, the 1st To Know Saved Search and on your website’s Property Search.

Team Support Added to Marketing Materials

We’ve also added the ability to access the Marketing Materials section of One Place as a team by adding the Marketing Entity drop down menu. This allows the members of a team to choose to create their marketing material as themselves or as the team. The Marketing Entity drop down menu is also available for teams in the CMA, Flyers and Contacts modules in One Place. For more information on getting a One Place Team Profile set up for your team, Click Here.

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New Agent Place App Update for iOS

November 5, 2018

We released a new update today for the iOS version (iPhone/iPad) of the Agent Place App.  If you currently have the app installed, you’ll be prompted to run the update the next time you launch the app. This update adds some very cool improvements to the app’s CMA program.  You can now now launch the CMA […]

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Listing Photo Limit Raised to 170 Photos

October 29, 2018

No More Listing Photo Limits We have recently removed our cap of 50 photos on all of our company listings. We will now pass all photos uploaded to the MLS on to all of our company and agent web sites and mobile apps. We are also now sending all of your MLS photos on to […]

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Promote My App

October 11, 2018

Check out the video below to learn how you can email or text a link to your new personalized Promote My App page in One Place. The page contains links that will allow your clients to download our public app and make you their preferred agent.

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