IDX Broker Control Panel Training

In Order to DIY You First Need the Knowledge

The IDX Broker Control Panel is your interface with the mountains of settings available to you for your account. It can definitely be confusing, especially if you want to be sure you're managing your account as effectively as you can be. In order to maximize your investment in IDX Broker, a thorough knowledge of your IDX account settings and features is essential.

If you're a real estate professional who doesn't want to pay someone regularly for ongoing support of your IDX account, let me teach you the skills you need to retain that independence.

IDX Forge helped to build and test many of the features of Platinum. Additionally, my enthusiasm for teaching resulted in my getting to train all of the Support Team members hired after me at IDX Broker.

Your Personal Training Will Include:

  • Global & Account Settings, how to tailor them to your business, plus "best practise" settings gleaned from working with hundreds of accounts
  • Static & Dynamic Wrappers for Global/Category/Pages/Saved Links/Email Updates, how to create and edit them and what they're useful for
  • Lead management, how to maximize a lead's contact with your website in ways that are meaningful to them and encourage communication
  • Lead registration, how to get better conversion on your site with strategically placed prompts and custom tailored content to encourage sign ups
  • View/Edit/Create Saved Searches for leads to better engage them with Email Updates
  • Listing management, how to make sure your listings are prominent and enticing, PLUS how to make your Sold properties a valuable utility
  • Saved Links, how to get the most accurate results that are the most useful for your visitors
  • Sub-Headers, how to leverage this under-valued tool for both a boost in SEO and also to improve the user experience across your website
  • Custom Search Pages, how to create and customize additional search pages in order to capitalize on a niche property type/area, OR use them across multiple Agent websites without any risk to infringing on IDX Broker's policies against framed pages.
  • Search Engine Optimization, how to fully utilize IDX Broker's SEO settings some of which are tricky to find
  • Tracking visitors individually across your IDX pages with Traffic Stats, see what searches they ran and what listings they looked at, even if they didn't save them
  • Create reusable reports to Export Lead data
  • Widgets, Users, Custom Subdomain, Custom CSS, Search field preferences/layout, and MORE...

There's so much in your IDX Broker account, you could spend weeks reading through each and every article in the Knowledgebase. Or, let me make you an expert with personal training tailored to your priorities and experience level.

Want to Train Your Whole Team?

IDX Forge offers team training for the Agent Level Control Panel, either remotely or on-site. Get all your agents up to speed, contact me today!

Agent Training Includes:

  • Agent Profile information including: contact details, bio, photograph, languages, website address
  • Managing the agent's own Listings through the IDX Control Panel, including Solds and Supplementals
  • Managing the agent's own Leads through the IDX Control Panel
  • Agent Sub-header, visible on the website only to those leads assigned to them
  • Branding 'New Listing Alert' emails uniquely to the agent instead of to the office with Email Update Sub-Header
  • 'Cookie' visitors to be assigned to a specific agent with the Agent Header ID
  • Tracking leads individually across IDX pages with Traffic Stats, see what searches they ran and what listings they looked at, even if they didn't save them
  • View/Edit/Create Saved Searches for leads to better engage them with Email Updates
  • Create reusable reports to Export Lead data
  • Control Panel Access, how to log in & changing passwords