Apple: Walking Farm®
Step 1: Create an Area to Farm
Step 2: Designate a Walk Order
Step 3: Walking Farm®
About the Property Lead Status
Using the Map View
Printing Your Farm
Exporting as a Spreadsheet
Mailing Labels
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- Map Options allow you to choose how you wish to view the map: Standard, Satellite, or Hybrid
- Locate an area on the map you wish to farm
Drag your finger on the map to move the map, pinch in/out to zoom in/out
Or, search by city/state/zip using the search bar at the top of the screen - Select the Draw Icon (polygon) in the lower-left
Tap to drop connecting points on the map around your farm area
Close your shape by clicking on the first point
Select Apply in the upper-left - To apply filter criteria, select the Filter Icon
- Select Get Report Count from the bottom navigation
You will receive the property count, and turnover rate
The turnover rate is calculated based on full transfers over the past 12 months in the area you defined. Turnover rate does not take into account any filters you may have applied.
The maximum report size is 500 properties. If you area contains more properties, refine using filters, or create a new shape.
- Select Get Report
Selecting Get Report will use your farm credits and compile the report.
- Type a name for your report and select OK
- Map Options allow you to choose how you wish to view the map: Standard, Satellite, or Hybrid
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Step 2: Designate a Walk Order
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- From the report options screen, select Walking Farm
- Select the Map Icon in the upper-right corner
- Default view is Owner Occupied status, or toggle between Lead Status
- Select Draw Walk Order
- Drag your finger on the map across the pins to draw the order you wish to walk the neighborhood
- TIP: Draw your line ON the house pins for best results
If your farm is missing properties when you sort, it is possible that the line you drew missed some of the properties. This is common when a user is trying to sort a very large farm (a hundred to several hundred properties) – the line does need to be drawn quite close to the map pins, and in a very crowded map this can be difficult to do. A “best use case” for Walking Farm® is to sort a list of properties you plan to walk that day. This allows you to “zoom in” on the map to a smaller area, and draw a more concise line. - Select Done to apply the walk order
- Select the first pin in your order, and tap the address flag to begin walking
- Or, tap the Back button on your device to return to the list view, and select the first property
- TIP: Draw your line ON the house pins for best results
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Step 3: Walking Your Farm
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- In the steps above, you should have created a walk order for your farm
- Going back to the List View, selecting a property row opens the Detail View for that property
- Navigation:
Globe Icon in the upper-right shows you the subject property on a map,
House Icon allows you to change the Lead Status of the property - Scroll to the bottom of the detail view to see:
An area for notes which auto-save on entry
Request a Property Profile report
Navigation to go to the next, and previous properties in the list
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About the Property Lead Status
Lead Status was designed to provide a way to indicate properties you have visited, ones you may need to return back to, as well as possible leads.
The “default status” is Not Contacted for all properties
There are two ways to update the Lead Status:
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- List View: Tap the House Icon and select the status at the bottom of the screen
- Detail View: Tap the House Icon and select the status
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Using the Map View
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- Select the Map Icon in the upper-right corner of the Walking Farm® List View
- By default, the map shows the Owner Occupied Status
- Toggle between Owner Occupied status and Lead Status using the top buttons
- Return to the list view by selecting the Back button on your device
- Open the Detail View on any property by tapping on the pin, and then tapping on the address flag
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Printing Your Farm
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- Select the Share Icon in the upper-right corner of the Walking Farm® List View
- Select PDF
- Enter the e-mail address you would like the PDF document sent to
Within 5-10 minutes, your farm will be delivered to the e-mail address specified - The farm cover page has your sales rep’s contact information, along with the report name (number of records, and turnover rate) from the Walking Farm® app
- Each subsequent page contains two properties, with a large area for easy note-taking, and checklist for lead status
- If you have previously created any notes, or updated the lead status of any property it will print with this document
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Exporting as a Spreadsheet
Option 1: Export from the Walking Farm® List View
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- Select the Share Icon in the upper-right corner of the Walking Farm® List View
- Select CSV
- A dialogue will open for you to select a program to open it in (if available); or email the spreadsheet
- If you have previously created any notes, or updated the lead status of any property, it will be reflected in the last 2 columns of the export
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Option 2: Export from the saved report Options
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- Select the Share Icon in the upper-right corner of the Walking Farm® List View
- Select CSV
- You may either email the file as an attachment, or add to Dropbox
- If you have previously created any notes, or updated the lead status of any property, it will be reflected in the last 2 columns of the export
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Mailing Labels
Mailing labels are compatible with “Avery 5160″. Look for 5160 on the package of the labels package. Labels include the Owner Name, phrase “Or Current Resident” and the owner’s mailing address.
Please note that the data provider, Black Knight Financial Services, does not scrub for “Do Not Mail”
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- Select the Avery Labels button
- You may either email the file as an attachment, or add to Dropbox
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Delete a Farm Report
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- From the side navigation menu, tap WalkingFarm to open that section
- Select Saved Reports
- Swipe left on the row for the report you wish to delete
- Select the Delete button
Important! This action cannot be undone.
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