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IDX Internal Workflow Process

Our IDX Internal Team

Our IDX Team

• NICOLE SANTOS, Team Lead
• Team Members: Jenelyn Patrimonio, Ana Doctor, Ghie Dizon-Daysa

What do they do?

• Assist clients with IDX setup
• Support client-facing teams and developers with IDX questions/concerns
• Handle IDX billing inquiries and concerns

How do we get in touch with them:

Send an email to [email protected]

Timeline to process IDX paperwork: 1-2 weeks

Internal Work Process:

1. Salesforce Opportunity Creation

• An opportunity for IDX integration is created in Salesforce.
• Our internal IDX Team is notified of the new request.

2. IDX Questionnaire Submission

• The IDX Team sends the IDX Questionnaire to the client. This is done after a successful design meeting between the website project manager and the client.
• The client completes and returns the questionnaire with the required details.

3. Project Creation & Vendor Signup

• IDX Team creates a new IDX project in Salesforce.
• The client is signed up for an IDX account through their chosen vendor (iHomefinder or IDX Broker).

4. Paperwork Processing

• IDX Vendor sends the required paperwork to the client for agent and broker signatures.
• The client completes the paperwork and returns it to the IDX Vendor.

5. Vendor & MLS Approval Process

• IDX Vendor reviews the paperwork and signs the consultant portion.
• IDX Vendor submits the paperwork to the MLS board for approval.

6. MLS Approval & Next Steps

• Once approved, the MLS will notify the IDX vendor.
• IDX Vendor provides the necessary credentials and access details to the IDX Team.
• Our IDX Team informs the client and their assigned project manager about the approval and next steps.

7. Final Implementation & Client Handoff

• The project manager oversees the integration and setup with assistance from our developers.
• Our developers complete the integration process.
• Testing is conducted to ensure functionality.
• The client receives access and necessary instructions for managing their IDX account.

8. Completion & Follow-Up

• Final review and confirmation with the client.
• Any necessary troubleshooting or adjustments are made.
• The internal system marks the process as complete.

This workflow ensures a streamlined and efficient IDX application process while keeping all stakeholders informed at each stage.