Mark Moineau
mark@idxcentral.com

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Updated December 27th, 2024 by Mark Moineau

Featured Listings Management with iHomefinder MAX

Featured Listings highlight your own listings, or your brokerage's own listings. All accounts automatically populate a Featured Listings page with active listings in your MLS® System that match your agent ID* or office ID* (or multiple agent or office ID's in broker account plans)*. Featured Listings can also be displayed in various listing gallery ...

1 min reading time
Updated March 14th, 2025 by Mark Moineau

How to Generate a QR Code

Welcome to our quick guide on generating QR codes! QR codes are a fantastic way to share information quickly and easily with your clients. They can be used for property listings, virtual tours, contact information, and more. Here are three great tools to help you create QR codes for free:   QR Code Generator by ShopifyThis tool is super user-friendl...

0 min reading time
Updated January 14th, 2025 by Mark Moineau

Getting Started with iHomefinder MAX

Welcome to iHomefinder MAX! This guide is here to help you hit the ground running with your new solution. By focusing on these key steps, you'll quickly get acquainted with the platform and set yourself up for success. Whether you're managing leads, exploring the dashboard, or setting up markets, we've got you covered. Let’s get started! Step 1: Das...

1 min reading time
Updated March 15th, 2025 by Mark Moineau

iHomefinder MAX Overview

  Primary navigation across the top include  CRM The CRM section in your iHomefinder MAX dashboard is your central hub for managing leads and nurturing client relationships. Use it to track interactions, set up automated follow-ups, and organize your pipeline for maximum efficiency. To learn how to make the most of these tools, visit our MAX CRM Gui...

2 min reading time
Updated January 15th, 2025 by Mark Moineau

How to Login to Your iHomefinder IDX Control Panel

  This video explains two ways to access your iHomeFinder IDX account: Via Your Website Scroll to the bottom of any page and click the Admin button. Log in using the provided username and password. Navigate to the left-hand menu and select Optima Express. Click IDX Control Panel. If a pop-up blocker prevents access, click Click Here to open the IDX ...

0 min reading time
Updated January 3rd, 2025 by Mark Moineau

How to Set Up your Email and Calendar Integration

Integrating email allows users to send custom emails to one or more leads from the Control Panel, or send automated Birthday emails and Transaction anniversary emails. Integrating with a calendar account allows users to see to do items and appointments logged in the Control Panel to sync with a calendar service.   Gmail Integration Navigate to Setup...

3 min reading time
Updated February 27th, 2025 by Mark Moineau

IDX Broker Setup Complete – Getting Started Guide

Once your IDX Broker integration is set up, your website will be ready to display MLS listings and capture leads. Every real estate professional has a unique way of managing their account, so we encourage you to explore the IDX Broker dashboard to customize it to your needs. If you're just getting started or need assistance with setup, customization...

1 min reading time
Updated January 17th, 2025 by Mark Moineau

iHomefinder MAX at a Glance

This page is designed to provide a quick overview of the MAX solution. It’s meant to be a resource you can follow along with while speaking to our sales or support team. If you’ve found this on your own, feel free to explore and reach out with any questions!   Highlights Automated alerts, reports, and customizable drip campaigns to keep you top-of-m...

0 min reading time
Updated February 27th, 2025 by Mark Moineau

Logging into your IDX Broker Control Panel

When your IDX account is activated, you should have received an email containing your Username and Password, links to your new IDX pages, and a login link for the Control Panel.   You can access the login page here: IDX Broker Control Panel Login. Tip: Bookmark this link for easy access.     How to Retrieve Lost Login Information   If you’ve misplac...

0 min reading time
Updated April 18th, 2025 by Mark Moineau

iHomefinder Agent Essentials Training Videos / Webinars

In today's competitive real estate market, staying ahead means continually improving your skills and knowledge. iHomeFinder's training resources offer real estate professionals a comprehensive platform to elevate their business strategies and digital marketing capabilities. The coaching platform is designed to provide real estate agents with cutting...

0 min reading time
Updated January 9th, 2025 by Mark Moineau

IDXCentral Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All C I M P CRM Customer Relationship Management - Software or strategies used by businesses to manage interactions with current and potential customers. CSV Comma-Separated Values - A s...

0 min reading time
Updated December 11th, 2024 by Mark Moineau

How to Reposition a Property Location on Google Maps

  How to Reposition a Property Location on Google Maps If Google Maps incorrectly maps the location of a property, you can manually adjust it by following these steps: Step-by-Step Instructions: Open Google Maps Go to google.com/maps. Enter the Property Address Type the address into the search bar and hit Enter. Verify the Current Location Check if ...

0 min reading time
Updated January 15th, 2025 by Mark Moineau

How to Update Your WordPress Plugins

  Main Steps Covered Accessing the Dashboard: Begin on the backend of the website's dashboard. Navigating to Plugins: Go to the "Plugins" section and click "Updates Available" to see which plugins need updates. Updating Plugins: Update plugins one at a time by clicking the "Update Now" button. This approach minimizes risks in case an update causes i...

0 min reading time
Updated December 27th, 2024 by Mark Moineau

iHomefinder MAX Text Messaging with Marketing Automation

This guide covers how to use iHomefinder MAX text messaging and marketing automation to engage leads effectively. Learn about setup, compliance, and best practices to optimize your campaigns and streamline communication.   Feature Overview     With iHomefinder’s drip texting functionality, your Marketing Automation campaigns will send emails and tex...

3 min reading time
Updated December 27th, 2024 by Mark Moineau

Boards and MLS Systems Without Agent IDs or Office IDs

How it Works A few real estate board MLS® Systems do not provide agent IDs or office IDs (also known as agent codes and office codes) to power featured listings in IDX. Currently, this situation occurs in these boards: California - Humboldt MLS New Jersey - Central Jersey MLS (CJMLS - Middlesex County) New York - Real Estate Board of New York (REBNY...

1 min reading time
Updated January 10th, 2025 by Mark Moineau

IDX Broker New Account Sign Up

Getting Started with IDX Broker To streamline the setup of your account, please follow the steps below to create your account and initiate the approval process. If you have any questions or would prefer our team to handle this for you, feel free to reach out to us at support@idxcentral.com. We’re happy to assist you! Fill out the required fields in ...

1 min reading time
Updated December 20th, 2024 by Mark Moineau

iHomefinder MAX Mobile App

Overview Stay connected and in control wherever you are with the Max Mobile app. Designed for today’s fast-paced real estate market, it lets you manage leads, track activity, and stay organized—all from your phone. With Max Mobile, you can respond to inquiries faster, build stronger client relationships, and keep your business moving, no matter wher...

4 min reading time
Updated December 27th, 2024 by Mark Moineau

iHomefinder MAX Lead Management

Effective lead management is crucial for converting prospects into clients and driving your real estate business forward. With iHomefinder's MAX CRM, you have a comprehensive suite of tools at your disposal to capture, organize, and nurture your leads efficiently. This guide will walk you through the essential features and best practices for managin...

10 min reading time
Updated December 20th, 2024 by Mark Moineau

iHomefinder MAX To Do List

Users of the Agent CRM can create tasks to help manage their workload and to associate tasks to specific leads. This feature is only available for the Agent CRM product.   Basics of To Do The To Do List feature of the Agent CRM can be used to create tasks and to-do items related to your leads and your business. Tasks can be marked as completed by ch...

0 min reading time
Updated December 23rd, 2024 by Mark Moineau

iHomefinder MarketBoost - Automated Website and Email Reports

The iHomefinder MarketBoost feature is a powerful tool designed to keep your clients and prospects engaged by providing automated, data-driven website and email reports about local real estate markets. Whether you're looking to showcase market trends, generate leads, or maintain client relationships, MarketBoost simplifies the process with beautiful...

7 min reading time
Updated February 23rd, 2025 by Mark Moineau

iHomefinder MAX Teams

Max Teams offers communication tools like marketing automation campaigns, blast emails, automated greetings, and texting for teams that can now be sent from individual agents or the main brokerage. Dashboard The Dashboard provides metrics and information about the health of your leads and your business. This section will explain all charts and secti...

15 min reading time
Updated January 10th, 2025 by Mark Moineau

How to Log Into Your Website Dashboard

  Log in to your WordPress Dashboard Scroll to the bottom of any page on your website and click the "Admin" button. This will take you to the login page, where the URL ends with "/dashboard." Use the login credentials sent to you via email during the website build. Copy and paste your username and password into the respective fields.   Resetting You...

0 min reading time
Updated February 25th, 2025 by Mark Moineau

iHomefinder MAX Quickstart

One of the most important steps you can take initially with MAX is to Enable Texting and turn on the General Follow up Campaign. This will help keep your name in front of your leads to help them remember you and allow you to respond quickly even when you are on the go from your mobile device.   Step One: Enable Texting Log in to your IDX Control Pan...

2 min reading time
Updated March 31st, 2025 by Mark Moineau

Showcase IDX Setup Complete – Getting Started Guide

Once your Showcase IDX integration is set up, your website will be ready to display MLS listings and capture leads. Every real estate professional has a unique way of managing their account, so we encourage you to explore the Showcase IDX dashboard to learn more. If you're just getting started or need assistance with setup, customization, or best pr...

1 min reading time
Updated March 10th, 2025 by Mark Moineau

Miscellaneous IDX Broker Support Items

  Agent Sold Listings One option would be to create a link on each agent page that says "Sold Listings" or "View Past Listings" and link to their IDXBroker profile page like this: https://listings.downingfrye.com/idx/agent/189216/eleanor-cheffer/soldPending. This shows all pending/sold listings but cannot be embedded into a page.  Source: Email resp...

0 min reading time
Updated April 16th, 2025 by Mark Moineau

SEO Tip - Submitting your IDX Sitemap

Submitting an IDX Sitemap is a crucial step for real estate professionals using Showcase IDX to improve their website's search engine visibility and indexing. This process helps search engines understand and efficiently crawl your property listings, ultimately enhancing your online presence. What is an IDX Sitemap? An IDX (Internet Data Exchange) Si...

0 min reading time
Updated January 4th, 2025 by Mark Moineau

FAQs

Why not just send my clients to my broker’s site or Zillow for property searches? It really depends on your goals and how much you want to control the client experience. Sending people to your broker’s site or Zillow might seem simpler, but it can dilute your personal branding and risk losing leads to other agents who also appear on those platforms....

0 min reading time
Updated December 26th, 2024 by Mark Moineau

Privacy Policy for SMS Texting

Creating a Privacy Policy Page We recommend creating a dedicated page on your website for your privacy policy. This page should be easily accessible and ideally linked from your website's footer. iHomefinder created Privacy Policy Page  We also include a default privacy policy for you to link to in the footer of your site, it will depend on your acc...

0 min reading time
Updated January 3rd, 2025 by Mark Moineau

Adding Leads / Contacts

Leads are the foundation of your success with the MAX solution, making them the first and most important factor when getting started. To ensure you maximize the benefits of this powerful platform, you can easily add your leads either by importing them in bulk or entering them manually. This flexibility helps you stay organized and make the most out ...

2 min reading time
Updated January 8th, 2025 by Mark Moineau

Lead Capture Settings

Capturing and nurturing leads is the cornerstone of maximizing your IDX's potential. With built-in features designed to encourage user registration, your system is equipped to turn site visitors into valuable leads. You have the flexibility to customize registration prompts at key moments during a user's search journey on your site. By tailoring the...

1 min reading time
Updated December 27th, 2024 by Mark Moineau

iHomefinder MAX Campaign Management

Marketing Automation enables you to design and deliver campaigns with ease. Campaigns consist of a series of scheduled emails and texts sent to subscribers over a set period. You have full control over the timing, allowing you to define the intervals between each message—commonly known as "drip email." Discover how to create and manage your campaign...

7 min reading time
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