Red Shed

Archive for Walking Farm®

Backing up your Farm Data to Apple’s iCloud

Getting a new phone and want to transfer your farms over?

To make sure the App Data is backed up, follow these directions from Apple on BOTH the new and old devices:

—————————

If you are backing up to iCloud

  1. Go to Settings iCloud Storage & Backup Manage Storage
  2. Tap the name of your device under Backups
  3. Look for the app under Backup Options (tap Show All Apps if you don’t see it)
  4. Confirm that it is set to On. This data will now be included in your backup.

—————————

Otherwise, if the old device didn’t have this option set, a direct data transfer would be necessary. You would have to bring both the new and old device to an Apple Store or mobile provider and have a data transfer done.

Farm FAQs

Starting a Farm Report

How is the Turnover Rate calculated?

How do I update the Farm Information?

Farm map will not go to an address / Remains at my location

What are Farm Credits?

What is the max report size / number of properties?

I have more than 500 farm credits. Why does it keep telling I can’t pull a report more than 500?

How do the Farm Filters work?

Saved Farm Reports

I created a Farm on one device, but am not seeing it on my other device.

How many reports can I save?

Do farm reports expire?

 

 

I created a path for my “Walking Farm®” but it seems to have missed some of the properties.

 

Step by Step Guides to Farm

Android
Apple

 

 

How is the Turnover Rate calculated?

IF YOU ARE FARMING IN TEXAS: The turnover is calculated based on Any/All Transfers in the area over the past 12 months versus the total number of homes in the area selected. Turnover Rate does not take into account any filters you may have applied.
Example calculation: An area selected with 100 homes, had 10 properties with transfers last year.  The turnover rate is 10%.

ALL OTHER STATES: The turnover rate is calculated based on the number of Full Transfers in the area over the last 12 months versus total number of homes in the area selected. Does not take into account any filters you may have applied.
Example calculation: An area selected with 100 homes, had 5 properties with full transfers last year.  The turnover rate is 5%.

How do I update the Farm Data?
Walking Farm® is designed for a user to pull an area, walk a farm, and make notations to the property (updating the property details for one’s own use).  For this reason, farm data is only pulled at the time it is created and do not update.  “Updating” a farm would overwrite the work the user has done on managing the details of property within a farm.

Farm map will not go to an address / Remains at my location.

Maps on Farming are not designed to go to a specific location/address, but instead to farm a general area. The map will always load based on your location first. Refer to the details below to locate another area on the map to begin your farm search:

Android: Enter city/state or zip code to locate that general area on the map. Pan/zoom until you locate your precise area to draw your farm shape.

Apple: you may enter a specific address or intersection, and the map will locate that general area on the map. Pan/zoom until you locate your precise area to draw your farm shape.

What are Farm Credits?

This is the number of properties in the area you have created.

I have more than 500 farm credits. Why does it keep telling I can’t pull a report more than 500?

You may pull a maximum of 500 properties in a report. You may pull multiple reports until you reach your credit limit.

I created a Farm on one device, but am not seeing it on my other device.

The application does not sync across devices. So for example, if you created the report on your tablet and then opened the application on your phone, you would have access to the farm you saved on your tablet.

What is the max report size / number of properties?

You may pull a maximum of 500 properties in a report. You can create an area larger than 500 properties, but would need to define it to a smaller report size using filters.

How many farm reports can I save?

There is no limit to the number of reports you can save in the application.

Do farm reports expire?

Farm Reports do not expire.

I created a path for my “Walking Farm®” but it seems to have missed some of the properties.

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.

How do the Farm Filters work?

Sale / Transfer Date: Allows you to select start and/or end dates for a period of the most recent transaction.
TIP: Combining this with the “Sale Type” filter for example, would allow you to filter only for properties that sold more than one year ago – since someone who just moved in might not be a good prospect — yet!)

Use Codes – Will provide only properties that match the use type(s) you have selected.
TIP: To search for *all* properties, you do not need to select *any* use codes.

Bedrooms and Bathrooms – Will return only properties within the specified range.
TIP: You do not have to specify *both* a min and max. For example, if you want to return properties that have a minimum of 3 bedrooms, simply select 3 as the minimum, and leave the max empty.

Owner Occupied
“Yes” – Provides only properties that are owner-occupied (as designated by the mailing address).
“No” – Provides only properties where the mailing address for the owner, is different from the property address.
“Either” – Includes both of the above types.

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

Delete a Farm Report

Status Key

Farm FAQs

      1. Map Options allow you to choose how you wish to view the map: Standard, Satellite, or Hybrid
      2. 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
      3. 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
      4. To apply filter criteria, select the Filter Icon
      5. 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.
      6. Select Get Report
        Selecting Get Report will use your farm credits and compile the report.
      7. Type a name for your report and select OK


Top

Step 2: Designate a Walk Order

      1. From the report options screen, select Walking Farm
      2. Select the Map Icon in the upper-right corner
      3. Default view is Owner Occupied status, or toggle between Lead Status
      4. Select Draw Walk Order
      5. 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

Top

Step 3: Walking Your Farm

      1. In the steps above, you should have created a walk order for your farm
      2. Going back to the List View, selecting a property row opens the Detail View for that property
      3. 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
      4. 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


Top

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:

      1. List View: Tap the House Icon and select the status at the bottom of the screen
      2. Detail View: Tap the House Icon and select the status

Top

Using the Map View


      1. Select the Map Icon in the upper-right corner of the Walking Farm® List View
      2. By default, the map shows the Owner Occupied Status
      3. Toggle between Owner Occupied status and Lead Status using the top buttons
      4. Return to the list view by selecting the Back button on your device
      5. Open the Detail View on any property by tapping on the pin, and then tapping on the address flag

Top

Printing Your Farm

      1. Select the Share Icon in the upper-right corner of the Walking Farm® List View
      2. Select PDF
      3. 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
      4. 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
      5. Each subsequent page contains two properties, with a large area for easy note-taking, and checklist for lead status
      6. If you have previously created any notes, or updated the lead status of any property it will print with this document

Top

Exporting as a Spreadsheet

Option 1: Export from the Walking Farm® List View

      1. Select the Share Icon in the upper-right corner of the Walking Farm® List View
      2. Select CSV
      3. A dialogue will open for you to select a program to open it in (if available); or email the spreadsheet
      4. 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

Option 2: Export from the saved report Options

      1. Select the Share Icon in the upper-right corner of the Walking Farm® List View
      2. Select CSV
      3. You may either email the file as an attachment, or add to Dropbox
      4. 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

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”

      1. Select the Avery Labels button
      2. You may either email the file as an attachment, or add to Dropbox

Top

Delete a Farm Report

      • From the home screen of the Application, select More…
      • Select Neighborhood Farm
      • 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.

Top

Status Key


Top

Android: Walking Farm®

Step 1: Create an Area to Farm

  1. Change how you wish to view the map: Standard, Satellite, or Hybrid:
  2. 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
  3. Select Draw
    Tap to drop connecting points on the map around your farm area
    Close your shape by clicking on the first point
    Select Done
  4. To apply filter criteria, select Filters
    When you are done applying filters select “map” to return to the map screen.
  5. 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.
  6. Select Get Report
    Selecting Get Report will use your farm credits and compile the report.
  7. Type a name for your report and select OK


Top

Step 2: Designate a Walk Order

  1. From the report options screen, select Walking Farm®
  2. Select the Map Icon in the upper-right corner
  3. Default view is Owner Occupied status, or toggle between Lead Status
  4. Select Draw Walk Order
  5. 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

Top

Step 3: Walking Your Farm

  1. In the steps above, you should have created a walk order for your farm
  2. Going back to the List View, selecting a property row opens the Detail View for that property.
  3. The Subject Property Detail View contains a split-screen:
    1. Scroll the top-half of the screen to view property characteristics and information
      Edit any details on the property to reflect current, accurate details.  Changes auto-save on entry.
      Navigation: Map Icon shows you the subject property on a map, House Icon allows you to change the Lead Status of the property
    2. The bottom-half of the screen contains:
      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


Top

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:

  1. List View: Tap the House Icon and select the status from the list
  2. Detail View: Tap the House Icon and select the status from the list

Top

Using the Map View

  1. Select the Map Icon in the upper-right corner of the Walking Farm® List View
  2. By default, the map shows the Owner Occupied Status
  3. Toggle between Owner Occupied status and Lead Status using the top buttons
  4. Return to the list view by selecting the Back button on your device
  5. Open the Detail View on any property by tapping on the pin, and then tapping on the address flag

Top

Printing Your Farm

  1. Select the Share Icon in the upper-right corner of the Walking Farm® List View
  2. Select PDF
  3. Within 5-10 minutes, your farm will be delivered to the e-mail address specified
  4. 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
  5. Each subsequent page contains two properties, with a large area for easy note-taking, and checklist for lead status
  6. If you have previously created any notes, or updated the lead status of any property it will print with this document

Top

Exporting as a Spreadsheet

Option 1 – From Walking Farm® List View

  1. Select the Share Icon in the upper-right corner of the Walking Farm® List View
  2. Select CSV
  3. A dialogue will open for you to select a program to open it in (if available); or email the spreadsheet
  4. 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

Option 2 – From Saved Report Main Screen

  1. Select the CSV button
  2. A dialogue will open for you to select a program to open it in (if available); or email the spreadsheet
  3. 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

Top

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”

  1. Select the Avery Labels button
  2. A dialogue will open for you to select a program to open it in (if available); or email the spreadsheet

Top

Delete a Farm Report

  • From the Application Home Screen, select More…
  • Select Neighborhood Farm
  • Select Farm Reports
  • Swipe left over the row of the report you wish to delete
    Important! This action cannot be undone.

Top

Status Key


Top