*A-Z INDEX

Click on any underlined index entry to be redirected to to its location within the Help Text.

- A -.....................................................................................................................

Adobe Acrobat, System Setup for Forms

Appending an Attachment [to Offer Form], [to Preservation Form]

Approval, Preservation Bid

Archived Properties

Archiving a Property

Capabilities -- What you can & can't do with archived properties

Reactivating an Archived Property

Asset Types

Restrictions for Groups

Using the Viewing properties for Asset Type bar

Attachments

Adding to Forms [General], [Offer], [Preservation]

Adding to Notes

Appending to Forms [Offer], [Preservation]

Auto Tasks - Next to the topic, select which type of auto task you are referring to: [Lease Apps], [Offer], [Preservation], [Property]

Automatic Email Notifications

Archiving as Notes [Lease Apps], [Offer], [Preservation], [Property]

Creating [Lease Apps], [Offer], [Preservation], [Property]

Disabling

Email Attachments [Lease Apps], [Offer], [Preservation], [Property]

Flag Created Email Notifications

Forcing Task Notifications

General Inspection Email Notifications

Images, Adding [Lease Apps], [Offer], [Preservation], [Property]

Macros [Lease Apps], [Offer], [Preservation], [Property]

Subject Line Default Settings (a.k.a. Task Notification Email Subject)

Viewing [Lease Apps], [Offer], [Preservation], [Property]

Deleting Auto Tasks Created [Lease Apps], [Offer], [Preservation], [Property]

Deleting a Task (All Tasks View)

Deleting Incomplete Tasks from a Property

Deleting Incomplete Tasks System Wide

Due Date Reminders, Setting

Due on Day of Week Auto Tasks

Incomplete Tasks, Viewing

Killing an Auto Task [Lease Apps], [Offer], [Preservation], [Property]

Marking Complete

New Auto Task [Lease Apps], [Offer], [Preservation], [Property]

Prioritizing

Recurring Tasks

Explanation of

Manual, Adding to a property

Manual, Understanding

Stopping on a Property

Searching [Lease Apps], [Offer], [Preservation], [Property]

Searching from Home Tab

Sorting [Lease Apps], [Offer], [Preservation], [Property]

Start Task Plan [Lease Apps], [Offer], [Preservation], [Property]

Task & Email Notification [Lease Apps], [Offer], [Preservation], [Property]

Triggering from a Property

Un-owned tasks, claiming [from Home tab], [from Properties tab]

Updating a task [Lease Apps], [Offer], [Preservation], [Property]

- B -.....................................................................................................................

Best Practices

Bids

Preservation Bids

Types, Adding New

Types, Adding to Vendors

Billing Status Settings

Bookmarking Websites

BPO

Comp Info, Copying

Comp Photos, Adding

Downloading a BPO

New, Creating

New, Creating without Form Sets

Previewing

Property Photos

Adding

Adding to pending BPO

Clearing from pending BPO

Buyer Leads, Adding

Buyer Leads, Viewing Assigned Properties

- C -.....................................................................................................................

Calendar, Linking to your Desktop Calendar

Cash Offer Status Settings

Clients

Adding into Broker Brain

Adding to a property

External URLs for Offer Submissions

Notes, Adding

Reps, Adding

Reps, Reassigning

Sub Clients, Adding to a property

Sub Clients, Reassigning Reps

Colors, Screen, Customizing

Comparing Property Offers

Contacts

Adding

Deleting

Reassigning

Removing Assignments

Searching
Seller Contact Information, Adding

Vendors

Viewing Assignments

Contract Status Settings

Counter Offers, Adding

Counter Offers, Fannie Mae

Counter Offers, Public Site

Customizing Screen Colors

- D -.....................................................................................................................

Day of Month Trigger

Deleting a Property from Broker Brain

Deleting Incomplete Tasks from a Property

Deleting incomplete tasks system wide

Documents

Adding into Documents Tab

Attachments, Adding to Forms [General], [Offer], [Preservation]

Renaming

Types, Adding

Types, Changing

Types, Specifying

Viewing Property Documents

Downloading

Data

Photos

- E -.....................................................................................................................

Editing Basic Property Info

Editing Sub Tabs

Email

Address, Updating

Addresses, Adding

Advanced, Configuration

Allow others to send Email as me

Associating Emails with a Property

Deleting

Discarding Incoming Emails not signed by Broker Brain

Display Name

Duplicate Attachments, Preventing

Emailing Existing Notes

Emailing New Notes to a Specific Property

Forwarding

Inbound, Enabling

Inbox

Marking as Unread
Notifications for Broker Brain system updates

Notifications from system for Auto Tasks, Disabling

Notification, General Inspection

Notification, New Flag Created

Outbox

Permanently Deleting

Private, Enabling

Recovering a Deleted Email

Relay Host Information

Replying to

Sending

Signatures

Task Notifications, Forcing

Trash Tab

Undelivered Tab

Equator Integration

Eviction Status Settings

Expenses

Expense Tab, Using

General, Adding

Preservation, Adding

Preservation, Viewing

Not Submitted and Not Reimbursed

Reimbursements, Adding & Tracking

Utility, Adding

Utility, Viewing

Extended Login (Public Site Extended Password)

External URLs for Client Offer Submissions

- F -.....................................................................................................................

Fannie Mae

Brokers Scope of Repairs

MMR's

Offers

Adding via HomePath

Counter Offers

Documentation Updates

Preservations

Fetch - Fannie Mae HomePath info

File Number, Displaying on Property Pages

Flags

Adding to a property

Creating Flag Labels

Deleting property flags

Email Notification for new flags

Inactive, property flags

Suggested uses

Forms

Adding Forms [General], [Offer], [Preservation]

Appending an Attachment [Offer], [Preservation]

Form Descriptions, Changing

Notes & Attachments, Adding to Forms [General], [Offer], [Preservation]

System Setup for Mac

System Setup for PC

Freddie Mac MMR's

- G -.....................................................................................................................

General Expenses

General Inspections

Adding a General Inspection

Deleting an Inspection

Inspection Email Notifications

Notes

Photos

General Notes, not property specific

Graylist, Disable Notifications

Grouping Preservations

Groups (Users), Creating & Updating

- H -.....................................................................................................................

Highest Best Requests

Highest Best Requests, Sending Multiple

HOA

Adding an HOA to a property

Contacts, Adding

Demand Status Settings

Document Status Settings

Notes, Adding

Status, Updating

HomePath, Importing Offer Information

- I -.....................................................................................................................

Image, Adding to an Auto Task Email [Offer], [Preservation], [Property]

Image, Adding to Email Signature

Inbound Message Notifications, Enabling

Income, Entering for Non-REO properties

Incomplete Tasks, Deleting from a Property

Incomplete Tasks, Deleting System Wide

Inspection

Email Notifications

General Inspections (adding, deleting, notes, photos)

Types, Adding New

- L -.....................................................................................................................

Lease Applications

Allowing/Setup
Auto Create Tenant when lease app accepted
Auto Tasks
Statuses, Setting
Submitting
Tasks
Viewing/Updating Applications

Lease information (See Managed Properties)

Loan Offer Status Settings

- M-.....................................................................................................................

Macro, %Task_Complete_URL%

Macros, adding to Email Signatures

Macros, List for Email Signatures

Managed Properties

Adding a property

Adding tenant/lease
Auto create tenant when lease app accepted

Editing [Lease Info], [Tenant Info]

Expenses, adding

Income, adding

Marking tenant/lease current

Replacing tenant/lease

Markets

Adding

Multiple, Working with

MMR's, Fannie Mae and other clients

MMR's, Freddie Mac

Mobile App, iPhone and Droid

Mobile Site, Accessing

- N-.....................................................................................................................

Navigation Menus, How to use

Navigation Settings

Negotiations Tab, Offers

Non-REO Income/Expenses, Adding

Notes

Adding

Adding via Email

Attachments

Deleting

Editing

Emailing Existing Notes

Emailing New Notes to a Specific Property

General, not property specific
Public Uploads (see Public Uploads)
Searching All Notes Attached to a Property
Searching Across All Properties System Wide
Searching by Key Word
Signature
Viewing a property's notes across all tabs

Notifications, Receiving when system updates are made in Broker Brain

Notification Requests for completed tasks

- O-.....................................................................................................................

Offers

Access, Restricting by Agent

Adding

Comparing

Counter Offers, Adding

Counter Offers on Public Site

Deleting

External URLs, Adding for Client Offer Submissions

Fannie Mae

Adding via HomePath

Counter Offers

Documentation Updates

Forms, Adding

Highest/Best (Single Request)

Highest/Best (Multiple Requests)

Negotiations Tab, use of

Notes

Public Offers, Allowing

Public Offers, Submitting

Status Settings

Status Settings

Statuses, updating

Tasks, Adding & Viewing

Tracking History

- P -.....................................................................................................................

Password, Public Site Extended Login

Password, Setting & Changing

Photos

Date/Time stamp setting for uploading photos

Downloading Multiple

Downloading Single

Deleting

Editing

Emailing
Primary Property Photo, Designating
Public Uploads (See Public Uploads)
Renaming
Rotating
Searching
Size, Default setting
Sorting
Uploading Multiple
Uploading Single
Viewing

Power Users List

Power Users List, Sorted by Function

Preservations

Bids, Adding

Bids, Approval

Bids, Viewing & Updating

Expenses, Adding

Fannie Mae, Adding

Forms, Adding

Groups

Photos

Status Settings

Status Updates

Sub Contractor, Adding

Tasks

Vendors & Vendor Contacts

Printing pages from the Help Guide

Prioritizing Tasks

Properties

Adding

Access, Restricting by Agent

Archiving
Deleting

Editing Basic Property Info

Importing

Reactivating an Archived Property

Searching

Status, Changing

Status History, Viewing

Status Settings

Understanding the Properties Tab

Public Counter Offers

Allowing from Public Site

Initiating

Public Extended Login (Password)

Public Offers

Allowing

External URLs for Offer Submissions

Notification Recipients

Site Settings

Submitting

Public Notes, Adding

Public Notes, Sending Link to Listing Agent

Public Site

Public Site Settings

Removing a property from public view

Specifying Property Statuses to appear on public site

Public Uploads

Allowing [for Notes], [for Photos]
Adding a comment or document to a note from outside Broker Brain
Adding a photo from outside Broker Brain

- R -.....................................................................................................................

Recurring Tasks

Auto, Creating [Offer], [Preservation], [Property]

Explanation of

Manual, Adding to a property

Manual, Understanding

Stopping All Recurring Tasks on a Property

Reimbursement of Expenses, Adding & Tracking

Rent Due Notifications

Repair Bids

- S -.....................................................................................................................

Searching

Contacts

Notes Across All Properties, System Wide

Notes, All Notes Attached to a Property

Notes, Property Specific, by Key Word

Photos

Properties
Tasks Created, Auto Tasks [Offer], [Preservation], [Property]

Tasks, Incomplete

Screen Colors, Customizing

Screen Navigation

Seller Contact Information, Adding

Short Sales

Adding a Short Sale Property

Property Setup

Public Notes, Adding

Public Notes, Sending Link to Listing Agent

Showings

Adding a Showing

Buyer Leads

Deleting a Showing

Signature, Email, Adding

Signature, Email, Macro List

Site Settings

Statuses, updating

Offers

Preservations

Property

Sub Clients

Sub Clients, Adding to a property

Sub Clients, Reassigning Reps

Sub Contractor, Adding from Preservation tab

Sub Tabs, Editing

- T-.....................................................................................................................

Tasks

Task Complete Notification Requests
Task_Complete_URL Macro

Tasks, Auto [See Auto Tasks]

Deleting a Task (All Tasks View)

Deleting Incomplete Tasks from a Property

Deleting Incomplete Tasks System Wide

Due Date Reminders, Setting

Incomplete, Deleting from a property

Incomplete, Viewing system wide

Marking Complete

Preservation Tasks

Prioritizing

Recurring

Auto, Creating [Offer], [Preservation], [Property]

Manual, Adding to a property

Manual, Understanding

Stopping All Recurring Tasks on a Property

Searching (from Home Tab)

Un-owned Tasks, Claiming [from Home tab], [from Properties tab]

Tenant information (See Managed properties)

- U-.....................................................................................................................

URL, External, Adding for Client Offers

Users

Adding New

Reassigning

Revoking Privileges

Super Users

Updating

Utilities

Adding a New Utility Company into Broker Brain

Adding a Company to a Property

Deleting a Utility Company not associated with any property

Deleting from a property

Editing Utilities Present on a Property

Expenses
Lien information, adding

Notes

Status, Updating

Status Settings

Summary, Displaying on Preservation Page

Viewing/Updating Utility Company Info on a Property

Updates, Subscribing to Email Notifications for Broker Brain system updates

- V -.....................................................................................................................

Vendors

Adding New

Downloading into Spreadsheet

Editing

Making Inactive

Secondary, Adding

Viewing info

- W-.....................................................................................................................

Websites, Bookmarking