Initial Information Needed
If you don't have the following information, send the client an email requesting it. Ideally, we have this information already on file since it is requested on our Agreements.
- Agent Id
- Office Id
- Broker First Name
- Broker Last Name
- Broker Email
Email - Request Information to Submit for Approval
Subject: Quick Info Needed to Set Up Your Showcase IDX Integration
Hi CLIENT,
Hope you're doing well! We're getting ready to submit your Showcase IDX setup for approval and just need a few quick details to move things forward.
Could you please send over the following info:
- Agent ID
- Office ID
- Broker First Name
- Broker Last Name
- Broker Email Address
Once we have that, we’ll take care of the rest and get things rolling with Showcase IDX.
Let me know if you have any questions—we're happy to help.
Adding New Clients
- Login to the Reseller Portal: https://resellers.showcaseidx.com/
- Manage > New Customer
- Complete form
- Team Name: Enter just the clients name as this will serve as their Primary account should they add additional websites under their main account.
- Team Name: Enter just the clients name as this will serve as their Primary account should they add additional websites under their main account.
- Submit form
- If the Agent is only getting 1 MLS area, then there is nothing more needed at this time, otherwise you will need to go to the newly created account for this client and click the “Select MLS” button to add the additional MLS areas.
- Showcase IDX will reach out to the client and help them get approved.
- Send an email to the client to let them know you have created their account and what to expect next. See Email Confirmation message below.
Potential Error - 422
If you submit the form to add a new customer and get a 422 error, this means the email address you entered for the Agent already exists in the Showcase IDX system and you will need to contact Jordan for assistance to get them added.
Email Confirmation - Account Created / Next Steps
Subject: Your Showcase IDX Account Setup - DOMAIN_NAME
Hi CLIENT,
We’ve successfully created your account with Showcase IDX, and you’ll soon receive an email from Showcase with the next steps to get MLS approval.
Please keep an eye on your inbox (and check your spam folder, just in case). Once you receive the email, follow the instructions to complete your setup. Once we have approval, we can help you get the IDX solution integrated with your website.
If you have any questions or need assistance at any point, feel free to reach out—we’re here to help!