Paragon Release 5.91 Follow
Paragon Release 5.91 will be available to Triangle MLS Subscribers on Wednesday, September 28, 2022!
Agent Level Changes
Saved Property Searches – Change default sort to Search Name
Based on feedback from users, the default sort order for the Saved Property Searches grid will be by the Search Name. The grid can still be re-sorted by clicking the other column headers.
Rosters – New State Filter
At users’ request, a filter for Office State was added to the Agent Roster, Membership Roster, and Affiliate Roster. The State filter is a standard lookup with type-ahead capability. Results will be filtered by the State field in the office’s physical address.
Statistical Reporting – Add Median to various Statistical Reports
Median calculations have been added to the Market Statistics report, Ranking reports, and Month End report, bringing added value to these statistical reports.
Note: Available Statistical reports may vary by MLS.
Connect View in Paragon Professional
The Connect View already exists today in your Paragon Professional system. However, in 5.91 the report has been completely upgraded. While the functionality and data will remain, the same there are key upgrades that you will enjoy.
Performance: The report’s backend and front end have been upgraded to use our latest Next Generation coding features. The report should now display and function much faster than before.
Display: All font sizes are increased from 12px to 14px, the font color is darkened, and the font type has been changed to a cleaner and easier-to-read font.
Combining Features and Fields: The new detail report now allows your organization to mix features and ﬁelds in the same section. Previously, features could only be displayed in a feature section.
Additional Updates: A number of other updates have been made to this report including the mortgage calculator, AVMs, property history, public records, and more.
Range added back to Zestimate AVM
At some point in 2022, Zestimate stopped passing the range values in their API. With no notice to vendors who consume the API, they replaced the range with a percent value with the expectation that vendors would calculate the range. In 5.91, we have added the calculation and the range appears again.
Prior to 5.91
Which matches the values displayed on Zillow. By the way, did you know that you can jump to the property in Zillow by clicking on the Zestimate logo in the AVM in Paragon?
Client Login Not Required
Contacts will no longer require a username and password for the Collaboration Center. Please note that this does NOT make the Collaboration Center a public site. Links to the Collaboration Center in the client emails contain a unique ID that will automatically log the user into their personal Collaboration Center site.
The client will need to access the site from the links in the client email notifications or welcome email. Attempting to access the site from a bookmark will return a “session ended” message instructing the user to use the emailed links or contact their real estate professional.
Client Email Notifications
To be compliant with CAN-SPAM and CSL regulations, the agent’s address has been added to the signature block at the bottom of the Client email notifications and Welcome emails. The address displayed is based on the agent’s Preferred Mailing Address, as specified in the Paragon member record. Preferred Mailing Address options are Agent, Office, and No Mail. If the preferred address is not populated in the member record, the next available address will display, in this order:
- Agent Mailing Address
- Agent Physical Address
- Office Physical Address
- Office Mailing Address
- Office Physical Address
- No Mail:
- Office Physical Address
Search Added to Listing Maintenance
The listing maintenance module that was just added in 5.90 includes the ability to view, ﬁlter, and manage your published listings. In 5.91, we have continued to add functionality to this module. Now you can use a search feature to locate any of your listings. This helps users with quickly being able to ﬁnd a speciﬁc listing. You can search using the listing’s address, listing number, city, or zip code.
- Listing ID
- Street Number
- Street Name
Listing Agent Information
In addition to the search feature added to the LIM, the listing agent and oﬃce is now displayed on each listing found in the published section of listing maintenance. You can even tap/click on the listing agent to see the full information related to the list agent and oﬃce.
- Photo of agent
- Name of list agent Name of list oﬃce
- Ability to see all list agent information
- Ability to see all list oﬃce information
Disclaimer - Detail Report
The same Paragon Professional disclaimer will now display on the detail report found in Paragon Connect. It is found at the bottom of the report and your system administrator controls the information displayed in the disclaimer.
- Displays on report
- Customizable by administrator
Prominent App Bar Update
The prominent app bar is a larger version of the traditional app bar. It is used when additional information is needed to be displayed. In 5.91, we have updated the prominent app bar to be the same height as the primary app bar. This still contains the same information but allows for a consistent UI throughout the app.
- Smaller prominent app bar
- Same information
- Cleaner presentation and consistent
DOM - Thumbnail View
The new React thumbnail view that is found with the contact manager and hotsheet now has the Days on Market (DOM) ﬁeld added to the view. This will help you quickly see how long the listing has been on the market.
Single Result - Detail Report
When you click or tap on any link containing only one result, the system will now take you to the detail view rather than the thumbnail view. This allows you to quickly see the detail of a single listing.
Filter – Background
To help identify when a ﬁlter is applied, the background of the ﬁlter will now display in a background ﬁll. When you see this background color you will know that a ﬁlter is being used.
The ability to add a listing may or may not be available in your system. If it is available, the top app bar now contains a ﬂag icon. When you click or tap on this icon, the system will show only required ﬁelds. Clicking or tapping this again will return all ﬁelds.
Your system administrator now can send you messages. The admin can send important messages to everyone, to your ﬁrm, to your oﬃce, to an agent type, or even to individual agents.
You will notice a new megaphone icon on the homepage of Paragon Connect. You can click/tap on this icon at any time to read any previous messages. If you see a new count on the megaphone, it will indicate you have a new message to read.
The messages will contain the date the message was published, an admin icon, and the subject of the message.
The subject will have a bold styling if the message is unread. Once you have read a message, the bold styling is removed.
The latest message is found at the top and is sorted from newest to oldest messages.
Messages will remain in this list until they are deleted or expired. Once expired the message will be automatically removed.
- Unread messages in bold format
- Messages sorted from newest to oldest
- Message can expire or be deleted
There are two methods to delete old messages sent to you. From the list view, you can click/tap on the circle admin icon. This will change to a checkbox and show you a contextual bar with the ability to delete that message. You can then click/tap on any other message to select multiple listings to delete.
In addition to the multi-select option, you can open any message and ﬁnd a delete icon in the top app bar. This will allow you to review the message before deleting.
- Select and delete multiple messages
- Delete a single message after reading
Contact Message History
You now have access in Paragon Connect to view the message history for your contacts. The message history can be accessed by navigating to a contact profile page and clicking the Message History link. The key features contained in this release are the following:
- Filter messages by message type and/or date range
- Delete message(s)
- Search for messages
- Preview messages
Filter Contact Message History
You can filter the displayed messages for a contact by type and date range. Clicking the filter icon will display the filters. You have the option to filter by Automatic, Manual, and SMS and/or date range.
Delete Contact Message History
To delete message(s) click on the icon of the messages you would like to delete. Then click on the delete icon in the upper right-hand corner.
Search Contact Message History
Quickly find messages by clicking on the search icon on the message history page. As you type, an auto-search looks for any messages where the subject contains the typed text.
Preview Contact Message
You will have the ability to preview messages sent within Paragon. These messages consist of manual, automatic, and text messages.
Beta - Copy/Clone Listings
In 5.91, we have added the ability to copy/clone your listings. This follows the same rules and permissions found in Paragon Pro. You can only copy/clone your own listings.
However, not only can you copy listing data into a new listing, but you can choose to copy clone photos, documents, photo labels, and any contacts associated with the listing. This of course depends on how your organization has configured your system.
- Listing data
- Photo Labels
- Associated Contacts