Realist: Update 12/17/2024

The latest Realist update includes a revised process for ordering Document Images and several bugfixes. #

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New Ordering Process for a Document Image in Realist #

There is now a revised process for ordering a Document Image in Realist. The Document Image feature allows agents to access property-related documents (e.g., deeds, mortgages, and liens) quickly and efficiently.

Follow the steps below to order a Document Image:

Step 1: Search for a Property #

1. Enter the address, parcel ID, or owner name in either the Quick Search or My Search panel
2. Review the search results and click on the desired property to access the property details report

Step 2: Locate the Document Image Section #

1. Scroll down to the Property Details page
2. Find the Document Images section near the Last Market Sale & Sales History section
3. Select a document to order by clicking on the hyperlinked document number

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Step 3: Select Add to Cart on the Unlock Document Image Window #

1. The Unlock Document Image window will open with the option to Add to Cart for the desired document

Step 4: Review Your Order #

1. Navigate to your Cart (click on the cart icon at the top navigation bar)
2. Review the selected Document Image for the total charges or credits required to purchase

Step 5: Proceed to Checkout #

1. Click Proceed to checkout to confirm your purchase
2. Follow the on-screen instructions to:
   • Enter payment details
   • Proceed through the checkout process

Step 6: Access Your Document #

1. Once the order is confirmed, the document will be available for download. To access it, click on View Report.
2. You can also access the report via the Your Orders page at the top navigation. Please ensure you have a PDF viewer installed to open the document.

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Bugfixes #

• Market Trends Report: Updated existing label for Total Closed Sales Count (Monthly Average) to now read Total Closed Sales Count (Tax – Monthly Average)
• Premium Neighborhood Reports: A fix has been applied to allow users to download purchased reports (when the subject property does not have lat/long values)