< Quick Start Guide >


Default screen options overview

Welcome to iMapp!

After login, you’ll get into iMapp system: the Search page is the first thing you’ll see.

On the left you can find a bar menu with iMapp options you can use in your work: the bar is available in all sections, so you can access them anytime.

New iMapp menu bar

iMapp bar menu includes:

  • New Search: new search is a powerful functionality which allows you to find the properties within our databases based on your specified parameters. The database specific tabs Tax Search, MLS Search, Foreclosure Search include their own list of parameters you can customize and use. Note, each tab is a separate search, the parameters from different tabs are not combined when searching.
  • Map browse: map browse is the option to start researching property directly on an interactive map. When clicked, you’ll get a map view of your area with a variety of informative layers, including MLS listing statuses. Use zoom in/out and pan to set up the best view, select the area or item and click on it to see the details.
  • Reports: reports section allows for various regional reports, including an overview of all property data coverages and sources which are used in iMapp. The section includes the list and interactive map. Use Data Coverage map setting to see what are the areas that include the data you’re interested it.
  • Bookmarks:this option allows you to see all bookmarks you saved using the property report bookmark option. The Bookmarks are created and saved in property report view using Bookmark button.
  • History: history is a quick access to all your activities in iMapp. History includes 1 month data, the information is sorted by date and time, the newest views come first. Use it if you want to find your previous searches or reports you’ve been checked: just click on the item in the list and you’ll be taken to the desired page.

Quick search option

If know already the location you’re interested in and want quickly to look up the properties there, use Quick search field: it is available in all iMapp sections, thus letting you start search anytime. The most common use for this is to begin typing a specific address that you want a report for. As you type, matching reports will be suggested that match what you have typed. Click on the desired result to see more information.

How to start a property search via Map Browse

To start Searching a geographic region from the Map Browse zoom in/out and pan to find the area you’re interested in → click “choose area” button on left side menu bar (6) → choose the shape tool → select the area using the mouse → approve (click Continue) or Redo (click Redo) the area selection → get results.

To select one specific property from the Map Browse zoom in to find the exact property you’re interested in → click “identify” button on left side menu bar → click on this property to see pop-up with property details (1) → follow the link on pop-up to get to property details.

To find additional context, use flags to filter the properties displayed on map (2) and turn on/off map view types (3).

The map tool bar also includes map layers option to change the map layout and display customized thematic, text, or icon layers according to selected parameters (4), measure to calculate the distance (7), and Save map option will activate the downloading the customized map as an image to your computer (8):

How to start the search via New Search

To start the search in New Search option, select Tax Search, MLS Search or Foreclosure Search tab → if needed, change parameters under Search Field drop downs → if needed, change parameters under Search Types drop downs → add values to Search Value fields. Note: you can leave some parameters unspecified, so there is no need to fill out all search parameters. To run the search, click Start Search:

Additional options in Search Interface

As an additional parameter, you can use Search Area Reference Map option: when clicked, you’ll be taken to the map view: you need to use map tools to select the area you’re interested it, - these area will be added to search parameters (together with search fields, search type and search values or separately, as the only parameter you want to use if you keep search values fields empty).

If you want to clear up all parameters you’ve set for search fields, search type and values you’ve added to search values → click Reset to Default.

If you want to clear up all parameters and values you’ve added AND all parameters which were prepopulated by default → click Clear All Fields. If you tried this option and want to restore default parameters just click Reset to Default or refresh the page.

Save Templatewill save the search parameters you’ve used as a template, so that you don’t need to repeat selection again and again in the future. Add the name for the template, save it and it will be available all the time in My Saved Searched section. To work with Saved Searches, such as editing or removing the saved searches you don’t need, click on the top corner button to be taken to Saved Searches setting screen.

The Suggested Searches section contains a few pre-populated search templates you can use as a head start in learning how to maximize the value of searching: select one from the list and click Play button or Start Search.

To be sure you are aware of all useful iMapp options and tips to find interesting properties and to check how iMapp can help you in prospecting and pipeline creation, check out video tutorial iMapp Search Screens, Prospecting and Direct Marketing and To be sure you are aware of all useful iMapp options and tips to find interesting properties and to check how iMapp can help you in prospecting and pipeline creation, check out video tutorial iMapp Search Screens, Prospecting and Direct Marketing and Prospecting and Direct Marketing user guide.

Search Results Page

Map and Properties List

When Start Search is clicked, you will quickly receive the results for any property that matches your criteria: the Results page includes 2 main sections, Map and Properties List. These two sections display the same properties, but give you great opportunity to view properties on the map to analyze the location and area, and see the list with property overview for each item found based on your criteria:

The Map includes the house icons: the number of the icon coincide with the property number in the Property list section. Click on the icon to jump to the property in the list. Use mouse or touch pad to zoom in and out for convenient map view!

The Property List on the search Results page shows a list of all matching properties. To see one detailed report, click on the blue report button on the right side.

The Property List can be further customized: hide, restore, change the number of properties per page using the settings above the list (use check boxes to select the items). Filters are also there: click the drop down “Results Not Sorted” to see all filtering options.

How to save search, modify criteria and display the results on the map

If you want to further refine, expand, or otherwise change your search, you can adjust your previous parameters by clicking Modify Criteria on the right side of the screen.

Don’t forget to save the search fields and criteria if you have found what you need and may want to do that search again in the future. Click Save Search to have access to this search again in the future. Note: this does not save the specific properties that you found, but instead the search criteria. If you do that search again at a later time, you may receive a different set of results if the data has changed.

Download, Print and Mail Labels options for search results page

Property Results page can be saved for your further work: share the data about the matching properties as a file with your colleagues, email it to your clients, or just print it to have it in your paper reports. To do this, the options Download and Print are available.

Mail Labels allows you to create address labels from your search results for envelopes, postcards, or mail merge: click Mail Labels → select customization by selecting content → choose file format → make a decision on labels page layout → work on customization if you need to remove duplicates, change the title or add text alignment → press Create Labels. The file will be generated and saved on your computer.

Getting to Property Report data

Select and click property item on the Search Results page, to see a full report of what information is available for each property, you need to select the blue report icon for one property item in the Property list to see a full report for that property. In the upper right corner of that Property Report, you can use arrows to page through to other results from your search.

Property reports list and map view

Additional Reports are available for each property from the Report type menu in the upper right corner, including tax information (Property Tax report), Listing History, Valuation Analysis, demographics stats (Demographics report). Important: not all reports are available for all property items found! If some particular data is not found for this item, the data report is not shown in the list of the options. To see the details on the reports and the data they include, go to IMAPP Property Reports user guide and Property Reports video tutorial.

Each report has its own number of property information blocks (the blocks of data which display the details on ownership, sales, building, schools, etc.). Most reports also include the map view.

The map view works not only for property visualization, but as a powerful tool to find and check the properties nearby the one which was selected.


Property Reports data exporting

If you want to output any report from the list, use the option which is the most suitable for your business: Save as PDF, print it out by clicking Print or email it immediately using Email option. When the report is sent via email, the recipient will get a static public link to the same report you are seeing: this means that this person doesn’t need to have iMapp access to view it and won’t be able to see other properties or export the data.


Bookmarks and external data sources

If you want to add the property report to favorites, use Bookmarks option: the reports will be saved to Bookmarks and you can open it any time using bookmarks option on the main menu bar.

The Bing Map, Directions, Google Maps, Google Solar and a variety of other possible options are the external services where you can check the data available for this item on these sources. Click on any of the options and you’ll get directly to the service where this item will be listed.

Comparable Properties tool

Within the report types you can find a tool to compare properties: Comparable Properties is used for market properties analysis to quickly evaluate the property’s potential market price by examining sales data for comparable properties in the area.

Comparable Properties page includes the sections with the property information (subject property data is about the property which was used to generate Property report, the one which was available before you clicked Comparable Properties), the map where the property and its comparables are displayed, some statistics which includes numbers available in our data sources and calculated by iMapp based on price numbers from comparable properties list, projected sale price which is calculated based on compared properties' data, criteria to change the properties' parameters and recalculate all values, and list of comparable properties which are used for comparison calculations on sales prices and statistics. Check out Comparables Video Tutorial and Comparable Properties Tool User Guide to learn more.

Show report sections setting in iMapp

The data which is displayed in property reports can be controlled and customized: you can hide the information you don’t need in the settings Show Report Sections. Use check boxes in this section to hide/unhide the blocks of data available for each report type based on your preferences. If you ever notice you seem to be missing a report sections, check here to see if it has been “hidden” unintentionally.

Account Settings

To make the changes in your iMapp account, click the button with your login name: you’ll be taken to Account Settings. The option works for the system settings, or the configurations you can change in iMapp. Switch between profile setting, iMapp settings, tags, contacts, and subscription details. Settings menu option includes map settings, search settings, search results settings, property reports settings, comparable settings, notification settings to customize iMapp if you want to change a default set-up. Click “Save Settings” to keep the changes you’ve made:

Notifications

All alerts for iMapp events, including new features, tips, training and new data are displayed in notifications (bell icon). To set up the type of notifications you want to receive, go to Account Settings → Settings → Notifications:

How to find all Help Guides

As you are using iMapp, you can get more details or explanations on some options, or if you need help from our Support specialist, use Help button: help is a quick access to iMapp support. Check there useful ‘how to’ articles or submit a request to our support team. When clicked, you’ll get huge list of our help materials and the contact form to message us:

The social media links at the bottom of them page lead to our channels in Facebook, Twitter, and YouTube: join us for news and tips!

When your work with iMapp is done, click Sign Out to end the session and log out from iMapp.

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