MetroTex Commercial Data Exchange MCDX Training

Adding a New Listing

How to Add a New Listing (.pdf download)

Start from your Dashboard or your My Listings page and click “Add a Listing.” Next, find your property on the map by entering the property’s address. When you see the correct address populate as a suggestion, click on that address.

(Note: You can also add a listing on the Search page by entering a street address under the “Location” menu at the top-left).

If that property already exists in the database, you’ll see a dot on that parcel corresponding to the property type. Click it to display the property window, and then click “Add Listing.”

Finally, enter your listing information and provide as many details as possible. Add photos, flyers, and links at the bottom of the page.

Once you’re ready, click “Save” on the left hand side of the screen. Make your listing available to “Everyone” if you’d like it to be visible publicly once it’s approved by Researchers.

What if the property doesn’t already exist?

If you were able to find your property’s parcel, and there was not an existing property in the system (indicated by a colored dot), hover over the parcel and click the gray question mark that appears.

If you don’t see the question mark appear, try zooming in a bit closer over the parcel.

On the next prompt, enter any details you think might help Researchers verify the property information and click “Create Property.” Once you create the property, you can add your listing using the steps above.

For further assistance, please contact the Catylist HelpDesk: help@catylist.com or 855-702-2018, ext. 1

Adding Photos

How to add listing photos (.pdf download)

To upload photos to one of your listings, log in to Catylist Research and navigate to the My Listings page one of the following ways:
– Click “Manage my Listings” on your dashboard
– Click your name in the top right-hand corner of the page, then click “My Listings”
– Click “My Listings” at the top of the page:

Next, click to show the spaces you have listed under this address:

Then, click “Edit” by the listing you’d like to add photos for:

Scroll down towards the bottom of the page and look for the photos section. Click “Submit Replacement” to add a new default (or “main”) photo; otherwise, click “Edit Photos” to add new listing photos.

On the next screen, click “Add Photo” in the bottom right-hand corner of the prompt, then locate the photos on your computer.

IMPORTANT: Only upload photos you own. You will need to check a box confirming you own the photos or have written permission to use them. Any photos containing watermarks will be removed. When you’re ready, click “Submit.”

Lastly, click “Save” on the left side of the Edit Listing page to submit your updates to Researchers.

Make your changes available to “Everyone” if you’d like the photos to be visible publicly.

Editing a Listing (agents)

How to edit a listing (agents)  (.pdf download)

To edit a listing, log in to Catylist Research and navigate to the My Listings page one of the following ways:
– Click “Manage my Listings” on your dashboard
– Click your name in the top right-hand corner of the page, then click “My Listings”
– Click “My Listings” at the top of the page:

Next, click to show the spaces you have listed under this address:

Next, click to show the spaces you have listed under this address:

Then, click “Edit” by the listing you’d like to update:

If you need to edit property level information, like the property’s address or building information, use the “Property/Building” tab near the top of the page:

Lastly, click “Save” on the left side of the Edit Listing page to submit your updates to Researchers.

Make your changes available to “Everyone” if you’d like the photos to be visible publicly.

Edit a Listing (admins)

Editing a Listing as a Company Administrator (.pdf download)

Start by logging in to Catylist Research and then click “Manage Listings” on your dashboard (or, click “My Listings” at the top of the page):

Use the filters to find the listings you are looking for. For example, you can use the “Type” filter to view active listings, as well as listings that have expired, been withdrawn, or are on hold:

Use the Filter by Agent option to see listings for specific agents:

Click to show the spaces you have listed under this address:

Click “Edit” on whichever listing/suite you would like to update and fill in the listing information:

If you need to edit property level information, like the property’s address or building information, use the “Property/Building” tab near the top of the page:

Once you’ve made your updates, click “Save” on the left side of the page. Make your edits available to everyone if you’d like them to be visible publicly:

For further assistance, please contact the Catylist HelpDesk: help@catylist.com or 855-702-2018, ext. 1

Duplicating a Listing

Duplicating a Listing (.pdf download)

Log in to Catylist Research and navigate to the My Listings page one of the following ways:

– Click “Manage my Listings” on your dashboard
– Click your name in the top right-hand corner of the page, then click “My Listings”
– Click “My Listings” at the top of the page:

Next, click to show the spaces you have listed under this address:

Then, click “Edit” by the listing you’d like to update:

On the edit listing screen, click “Duplicate” near the top of the page:

On the next prompt, confirm you’d like to duplicate the listing. Then, make any changes and click “Save” on the left hand side of the page. Make your listing available to “Everyone” if you’d like it to be visible publicly once it’s approved by Researchers.

Broadcast Email

Sending Listing Broadcasts and Posting Needs/Wants (.pdf download)

Broadcasts are sent via email to members who have matching preferences.

To send an email broadcast for your listings, begin by logging into Catylist Research and selecting the “Email” tab.

Select the property you wish to send a broadcast for, and click “Next.”

Select the listing(s) you’d like to broadcast, as well as a flyer (if you’ve added one), and click “Next.”

Note : You can send up to 5 listing broadcasts per day.

On the next page, you can customize the title and message for your broadcast.

On the last page, preview how your broadcast will look before it’s sent. When you’re ready, hit “Submit” to send it out.

For further assistance, please contact the Catylist HelpDesk: help@catylist.com or 855-702-2018, ext. 1

Posting Needs/Wants

Posting Needs/Wants (.pdf download)

Needs/Wants are properties that you (or your client) seek to purchase or lease. Needs/Wants will be broadcast via email to members who have matching preferences.

To send a Need/Want, begin by logging into Catylist Research and selecting the “Email” tab

On the next page you can enter the requirements you and/or your client are seeking. You’ll be asked to enter:

● Sale, Lease, or either
● Property Type
● Target location(s)
● Title and description for your Need/Want

When your locations have successfully been added to your Need/Want, they’ll appear below the locations field highlighted in green. If you wish to remove a location, just click the green “x” next to the location you wish to remove.

When you’ve finished entering your requirements, click “Submit” to send out your Need/Want. Shortly after submitting, you’ll receive an email confirmation letting you know your Need/Want was sent successfully.

Email Preferences

Broadcast emails are sent to everyone whose email preferences match what’s being distributed. You can adjust your preferences so you only get emails related to your selected locations and property types of interest.

To adjust your email preferences, begin by logging into Catylist Research and click the “Email” tab.

Next, click “Preferences”

On the following page you can enter your areas of interest, choose which property types you’re interested in, and whether you prefer sale, lease, or both.

Click “Add” once you’ve entered your preferences, and they’ll be saved automatically.

For further assistance, please contact the Catylist HelpDesk: help@catylist.com or 855-702-2018, ext. 1

Administrator Training Guide

Manage Listings (.pdf download)

Log in to your admin account and click “Manage Listings”

Use the filters to find the listings you are looking for. For example, you can use the “Type” filter to view active listings, as well as listings that have expired, been withdrawn, or are on hold:

Use the Filter by Agent option to see listings for specific agents:

Updating Listings

Click to show the spaces you have listed under this address:

Click “Edit” on whichever listing/suite you would like to update and fill in the listing information:

If you need to edit property level information, like the property’s address or building information, use the “Property/Building” tab near the top of the page:

Once you’ve made your updates, click “Save” on the left side of the page. Make your edits available to everyone if you’d like them to be visible publicly:

Verify Listings

To let your Research Team know your listings are current, click “Verify Listings”

Manage Transactions

From the homepage of your admin account, click “Manage Transactions” to view the full list of transactions connected to your company:

To drill down to a particular transaction, use the filters at the top of the page:

Click to show the transaction you would like to manage:

Click Edit to make updates to this transaction (or “View” to view it):

Add a Listing

Log in to your admin account and click “Manage Listings.” Then, click “Add a Listing”

Next, find your property on the map – start typing the property’s address, and when you see the correct address populate as a suggestion, click on that address.

If that property already exists in the database, you’ll see a dot on that parcel corresponding to the property type. Click it to display the property window, and then click “Add Listing.”

Finally, enter your listing information and provide as many details as possible. Add photos, flyers, and links at the bottom of the page.

Once you’re ready, click “Save” on the left hand-side of the screen. Make your listing available to “Everyone” if you’d like it to be visible publicly once it’s approved by Researchers.

What if the property doesn’t already exist?

If you were able to find your property’s parcel, and there was not an existing property in the system (indicated by a colored dot), hover over the parcel and click the gray question mark that appears.

If you don’t see the question mark appear, try zooming in a bit closer over the parcel.

On the next prompt, enter any details you think might help Researchers verify the property information and click “Create Property.” Once you create the property, you can go ahead and add your listing using the steps above.

Download Inventory Report

Log in to your admin account and click “Manage Listings.” Then, click “Download Inventory Report”

Choose a format for your report and click “Submit”

My Agents

From the homepage of your admin account, click “Manage Agents” to view your agent roster:

To filter agents, use the keyword search in the top left corner of the page.

If the agent in your company is subscribing to Catylist, you can log in as them to perform search, analysis, marketing, and reporting just as they would.

To log in as an agent, click “Log in As” next to the agent’s name. You can also choose to manage their listings or edit their profile:

For further assistance, please contact the Catylist HelpDesk: help@catylist.com or 855-702-2018, ext. 1