Professional Resources

Realtor

Note:  The description of each Professional Resource form is very similar.  If you are going through Help forms one-by-one you may want to read about one of the Professional Resources then skip to the Other Resources form.

Purpose:  Information relating to the realty that the company uses on a regular basis is needed for some of the resolutions and documents.  This provides a single location for information related to the real-estate firm, reduces the possibility of errors, and reduces the amount of time needed to produce documents.

Overview:  To add a record, press the New button on the standard toolbar.  The new record that is generated is titled New Realtor Record.  Click in the realty textbox and enter the name of the realty.  The initial ‘** No Realtor **’ record must remain an option for companies that do not have a realtor that is being used on a regular basis, so this record can not be modified or deleted.

Fill in the data including the appointment date which is the date of the directors’ resolution documenting the appointment of the realty as the company’s normal real estate agency.  Add as many realtor records as needed for all the companies in the database.

All of the realtors are displayed in the realtor list.  When a different company is selected using the company tabs at the top of the form, the realtor for the company is selected in the list and the realtor’s data appears on the form.  To select a different realtor for a company just click on the name of the realty in the list while the company name is selected in the company tabs.  If a company does not have a real-estate firm that it uses on a regular basis, select the ‘** No Realtor **’ option.

  Related Information:

1. Adding a Realtor Record

2.  Deleting a Realtor Record
-  Use Standard Toolbar DELETE  button or
-  Use the Delete Selected Realtor option under File in the main menu at the top of the form

3. Modifying a Realtor Record
-  Use Standard Toolbar SAVE  button or the

   REVERT  button or
-  Use the SAVE or REVERT options under File in the main menu at the top of the form

4. Recording Navigation  
-  The First/Prior/Next/Last buttons move through the realtor records in the order they were entered

5.  List   and Find
-  The ‘List’ option displays the names of real estate firms
          Selecting a name in the list displays that
          record on the form.
-  The ‘Find’ option locates realtor records by
          City
          Realtor
          Real Estate Firm

6.  Reports The following reports are accessible from the Reports option on the main menu. While moving from one form to another the report options change.

-  Realtor Profile for the Selected Company
-  Realtors by Company
-  Companies by Realtor

Resource Tabs:  This is a set of tabs located under the company tabs that display the professional resource pages.  The Other Resources tab displays web links to topics important to LLCs and corporations including the SEC web site and Secretary of State web sites.
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Realtor List:  List of all real-estate firms in the database.  Select a company tab at the top of the form then select one of the realty firms in this list.  The selected real-estate name is then associated with the selected company.  Each time a company tab is selected the real-estate firm’s information appears on the form for the realty that is associated with the selected company
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Web Resources:   Internet web link to a page that provides information specific to real-estate firms that deal with LLCs and corporate clients.
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Date Appointed:   The date the board of directors approved a resolution appointing the selected real-estate firm to represent the company.
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Email Button:  Click this button to send an email message to the selected realtor.  Your email software must be MAPI compliant to use the app for emailing.  MAPI is supported by:  Outlook, Outlook Express, Netscape, Eudora, and Groupwise.   
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Notes:   You can keep notes for the selected broker for the selected company.  
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Email Address:   Email address for the realtor.  This is required if you want to send emails to the realtor using the Email Button.
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Adding a Record:   Click the Add button on the standard toolbar to add a record to the realtor list.       
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Deleting a Record:   Press the Delete button on the standard toolbar to delete the selected realty record.  If the realtor record being deleted is associated with a company in the database, the name of the company’s realtor will change to the ‘** No Realtor **’ option.
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Modifying A Realtor Record:  Select the name of the real-estate firm in the realtor list.  Information for the selected real-estate firm appears and can then be modified.
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