Paragon Terminology


Paragon Terminology

Class is a logical grouping of Properties. Each MLS will have their own unique set of property Classes.
Typically, the following properties Classes are found in Paragon: Residential, Land, Commercial/Industrial and Multi-Family. Your Paragon system may call them something different and may have additional property Classes.

Type is a logical subdivision of different kinds of properties within a property Class. Here are some common Residential Class property Types: Single Family, Townhouse, Condominium, Attached Garage, Detached Garage, etc.

Auto Complete is a tool to help you enter values into a field from a predetermined list of values. A magnifying glass designates fields in Paragon that allow Auto Complete. There are 3 ways to use an Auto Complete field.

  1. Type in Field – with your cursor in the field, start typing part of the data value or the description. Paragon will find some of the values that have the alphanumeric characters you have typed into the field. The more character you enter, the more refined your search results.
  2. Double Click in Field – when you double click in a field, Paragon displays a partial list of values available for the field

  3. Click on the Magnifying Glass – clicking on the magnifying glass will open a model (window on top of a window) with a search tool displayed. In the Search field, start typing part of the data value or description for the value you are looking for. Check the boxes for the values you want to enter into the field and click Save. The tool filters the results by “Contains” (default setting) or “Begins With”.

Auto E-mail Notification – allows you to associate a saved search with a client. When Automatic E-mail Notification is activated, Paragon will automatically send the saved search results, via E-mail, to the client. There are 2 types of Automatic E-mail notifications in Paragon.

  1. E-mail Notification – Client and Agent receive the same E-mail at the same time. In the upper left hand corner of the E-mail body is a link. The client clicks the link to see the new results. The link in each E-mail has its own 30-day limit to see the search results. There are several triggers for E-mail Notifications. They include Price Change and New Match. A listing is only re-E-mailed when there is a price or status change on that specific listing.
  2. Client Connect with Auto Notify – Client and Agent can receive E-mail notifications at different times. When there is a match, the listings are sent to the Agent’s Client Connect webpage to which the client has access. The client can see all listings that are ACTIVE every time they access Client Connect. There is NO LIMIT on the number of days your clients can see the listings sent to Client Connect. The client can classify the listings as Favorite, Possible and Reject. The Client can also add confidential comments for just the Client and Agent to see. The Agent has the same functionality to act on the listings on behalf of the Client. There are several triggers for E-mail Notifications. They include Price Change, New Match and New Comment.

Listing Cart – a location where you can save MLS #s for you and your clients. Automatic E-mail notification (above) can be enabled for all listings in the Listing Cart to notify you and/or your client of a change on a listing in the Listing Cart.

Contact – is a record inside Paragon’s Contact Manager. You must have at least a first name and last name in the record in order to save the record. There are field for multiple phone numbers, E-mail address and addresses. Contact records can be imported and exported based on Outlook’s file structure. 

Prospect – is a contact with one or more associated saved searches. Usually, automatic E-mail notifications are setup for the Prospect. See Auto E-mail Notifications above.

Help – is a website tool to help Paragon users learn how to use Paragon’s functionality. This site is accessed via the Help button in the upper right hand corner of all Paragon screens. Help has the following sections to help you learn Paragon. This gives you “On Demand Training”.
Webinar Registration – Paragon offers live, interactive webinars for Paragon users.

  • Recorded Webinars – are posted to the Help website showing how to use Paragon functionality.

  • Training Video – are 5 to 10 minutes in length. These videos have very focused content. I.E. How to do a Search, How to Customize a Search and How to Save a Search

  • Quick Start Guide – are self-help documents with step-by-step instructions with screenshots showing how to use a Paragon function. Typically, they are more than 3 pages.

  • Did You Know? – are self-help documents with step-by-step instructions with screenshots showing how to use a Paragon function. Typically, they are 3 pages or less.

  • Compatible Browsers – shows the icons of the browsers with which Paragon is compatible. There is also a link to the right of the browser icon to download a free version of the browser.

  • Tablets – there are 2 Quick Start Guides for Tablets. One shows how to use your iPad tablet in Paragon. The other shows how to use your Android tablet in Paragon.

  • Mobile – there is a Quick Start Guide showing you how to use your Smartphone in Paragon. Paragon has available, for an extra cost, an integration allowing you to use your Smartphone to access the Paragon database. Mobile delivers a Smartphone optimized display of select Paragon functionality. You can search for listings, agents and offices. With a single click, you can contact agents and offices. You can also send your client an E-mail for a specific property.

GeoCode – means mapping. We want all listing agents to “map” or “GeoCode” their listing. With your listing mapped, buyers’ agents can run map searches and find your property.

Reverse Prospecting – allows listing agents to pro-actively search for buyer-property matches for their listings. Listing Agents have NO access to buyer contact information. Listing Agents must work through the Buyers’ Agents. Buyers’ agents, as they setup Auto E-mail Notification, check a box and add the first name or alias of the buyer to opt their buyers in for Reverse Prospecting.

Tax Auto-Fill – if your MLS, Board or Association has a Paragon tax integration (Tax button on the menu bar), you may be able to automatically populate your listing with select tax record data, when you add a new listing to Paragon.

Preferences Wizards – allow you to setup key Paragon functionality. When you click the “Back” and “Next” buttons in the Preferences Wizards, you save your work. There are 3 Preferences Wizards.

  • Preferences Wizard – helps brand yourself in Paragon by adding your agent image and office logo. You set up how searches and results work. You can customize your Market Monitor (electronic Hotsheet on the Home Page). You can also personalize E-mail functionality and more.

  • Client Connect Wizard – sets up your Client Connect webpage branding and functionality.

  • CMA Wizard – sets up your Enhanced Comparative Market Analysis tool. You can add up to 3 Cover Letters, 3 Resumes and Final Comments and select your page theme. If you are the Broker, you can add Company Information that is shared with everyone in your office. You also setup the different reports that are contained in the CMA.

Module Wizard – There are 3 module wizards in Paragon. These wizards walk you the following modules ensuring you are working in the key areas of each module.

  • Contacts – key function is setting up Auto E-mail Notification. You also visit all areas relating to Contacts and their information. I.E. Listing Cart, Comparative Market Analysis, Notes, Documents, Tasks, rolling 30-day E-mail history and 2 different summaries for your contact/clients

  • Comparative Market Analysis – guides you through the 6 steps to create an Enhance Comparative Market Analysis.

  • Listing – available while you are working on your Partially Saved Listings (Work in Process) and Fully Saved Listings (searchable by other MLS Agents). The wizard helps you bring your new listings on to the market by guiding you through listing input, adding listing images, uploading Associated Listing Documents and adding Open Houses and Tours to your listings.

MLS Document – this is your MLS’ online library. You will typically find your listing input forms and other documents and forms your MLS, Board or Association feel you need.


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