Importing and Updating Contacts from MarketView Broker

Importing/updating your recruiting leads and agent roster from MVB

MarketView Broker from ShowingTime is a fantastic tool for pulling up-to-date contact information and production data on your market's agents straight from your local MLS.

For an existing Account

• Please watch the video below and follow the steps to import your data using our MVB importer:

Exporting Your Data

First, Log in to MarketView Broker

From any list of agents, choose the timeframe for reported data which should be "Year through Last Month"

Make sure Values is selected for the view.

To get percentage change and previous year production details, click % Change before clicking export:

Click CSV option to export up to 2,500 records.

Wait for the file to export.

Here is what the export will look like with % Change selected:

Things To Note: 

• Exporting from MVB
  • Please do not modify the columns or column header names in the standard format exported from MVB.
  • You can only export 2500 rows at a time in a search. You should create a set of saved searches that query by zip code or county so each search is under 2500 and can be exported. Create a set of searches that are each under 2500 but cover the territory you want to recruit into when combined.
• Importing periodic data updates
  • Once you import your saved searches into Brokerkit, you can reimport them monthly or quarterly to bulk update your Brokerkit database, keeping it in sync with the MLS and capturing new agents and updates on agent office and production information. Be sure to save your searches so you can run them again later at your desired frequency.
  • We match and update existing records using any of the existing contact emails or agent ID/MLS. This helps prevent duplicates and allows you to do the monthly or quarterly updates mentioned above.
  • Certain fields, like phone numbers, will not be updated unless they are empty so that you don't end up fixing a mobile phone number and having it overwritten later. Notes added with one of the note icons in the contact profile will also not be impacted by an update.
• Archiving agents
  • For agents you feel are not fit, archive them rather than delete them, as this will prevent them from being added back on the next import. It will just match and update them, and they will start in the archive.

• Updating agents in retention
  • Note that the data will, by default, be imported into the recruiting module in Brokerkit unless there is an existing agent in retention with the same email or agent ID/MLS, in which case it would match and update the existing record.
  • If you want to update your existing agents with MVB production data, you can then go ahead and import your roster first into retention using the Teams importer here, and be sure to set their emails and agent ID/MLS on import. They will match and update the email or agent ID/MLS on import and add the production information in retention from MVB. 
  • For any of your agents who did not match and update and ended up in recruiting, move their status to Signed, and they will be shifted to retention.

Importing Your Data

For a new account

• If you are completing an onboarding form for a new account, please attach the files exported following the steps above, and we will import them for you.