CERC SiteFinder User Guide – www.CTSiteFinder.com
Transcription
CERC SiteFinder User Guide – www.CTSiteFinder.com
CERC SiteFinder User Guide – www.CTSiteFinder.com SiteFinder is free to search for anyone… no need to log in to search for properties or demographics. You only need to Login if you need to make a change to your own listing or you want to access the Member Features (i.e. Active Needs Log, Properties New to Market, etc). Featured Properties are a great way to promote a special property. For $250 per month or $400 for two months your property receives extra exposure at a great value. Contact Melissa Pasquale at (860) 571-6212 to reserve your Featured Property of the Month. To post commercial real estate or economic development related events on SiteFinder’s Events calendar, email details to realestate@cerc.com. CERC SiteFinder User Guide – Property Search To begin your search for available commercial property in Connecticut click on either one of the search buttons below If your search box does not appear correctly, you may need to upgrade your Java or Internet Explorer. Go to microsoft.com for a free download of I.E. 8. The search automatically defaults to Buildings, if you are looking for land, click Sites. There are five sections you can navigate through to narrow your search criteria – Building Type, Basic Information, Geography, Assets, and Advanced. You can select criteria on any of these five tabs, but you do not have to. At any time you can hit the Search Buildings or Search Sites button, you do not have to go through all five sections. Page 1 - Property search CERC SiteFinder User Guide – Property Search Under the Building Type tab you can choose to narrow your search by the Building/Site type, i.e. Office, industrial, Retail or Specialty and any of their sub-types. Continue to narrow the search by the square footage (enter whole numbers) or acres you are looking for by typing in the boxes provided. Using the Address field you can search for a particular property (i.e. 123 Main). The database will search for the exact text you type and return any results that match the text. If you want to see all properties on Main Street, just type “Main”. You can continue to narrow your search with any other criteria as well. Page 2 - Property Search Building Type tab CERC SiteFinder User Guide – Property Search Page 3 - Property Search Geography tab Under the Geography tab there are a few ways to narrow the location you want to search. You can search by City/Town (only 169 in CT, no subtowns are included), County, MSA or Region. To choose a town (or County, etc), click on the town from the list on the left and click the + button so that it is moved into the right-hand box. OR if you begin typing the name of the town in the Search box, a list will appear and you can double click on the name of the town you want to add it to the right-hand box. You can also search using a map by choosing “Custom”. Choose either a polygon or a radius search. Either will bring you to the map. (continue to next page) CERC SiteFinder User Guide – Property Search Begin drawing a polygon by clicking once on the map then letting go and clicking in another spot, and so on until you create a closed shape. Click again on your first point and you will be asked to “Apply” the filter to your search. Then once you click Search Buildings (or Sites) your results will show only properties within that polygon. Similarly, for a radius search, if you click the radius button it will bring you to the map. Click once on the map, drag your curser out as many miles as you want, click again once, and it will draw a radius for you. “Apply” the filter and it will reopen the search box. Page 4 - Property Search polygon and radius search CERC SiteFinder User Guide – Property Search The Assets section are assets that a property may have that are searchable. Checking one or more of these boxes will help narrow your search results down to a very detailed level. But, remember that there may also be properties in the database that have these assets, but have not been marked as such. Page 5 - Property Search Assets tab CERC SiteFinder User Guide – Property Search The Advanced section will continue to help you narrow your search. You can search by Ceiling Height (important for some industrial or warehouse buildings), Sale Price, Lease Rate, or a Property ID or Broker ID if you know them. At any time, you can click the Reset button to clear all of the criteria you have entered and start over. Once you have entered all of the criteria you want to, click the Search Buildings or Search Sites button. Page 6 - Property Search Advanced section, Reset button CERC SiteFinder User Guide – Search Results After you click Search, your results will appear with a map first and a summary of the results below. Just below the map you will see Results and Based On in green. If you mouse over Based On you will see what criteria your Results are based on. To Refine your search click Refine Search at the bottom of the Based On tab. On the right side of the screen you see “Viewing 1-6 of 47” for example. This tells you how many properties matched the criteria you searched for, in this case a total of 47 properties. To view more detailed information about a property, click on the green address of the property. Page 7 - Search Results, Based On, Refine Search, Number of properties in summary You can see 6 at a time depending on the size of your computer monitor. Scroll through the pages by clicking on the page numbers or by using the green arrow shown here over the thumbnail of the last property. CERC SiteFinder User Guide – Search Results At this point, if you click the Print button, it will print a summary of the properties you are currently viewing. You can Sort your results by mousing over “Sort by” and choosing Name, Zip Code, City, State, Address, Divisible or Available (square footage). You can Export the results into Word, Excel, PDF or send them in an Email. BUT at this point it will only Export the properties you can see. To see All or more of your results, mouse over Advanced and choose View All. NOW if you Export you will get a summary of All 47 results. Change Orientation will let you see the results in a horizontal format. You will see 26 properties at a time unless you choose View All. Page 8 - Search Results, Sort By, Export, Advanced If you Save All these properties will be saved in “My Folder”. (See page 9 & 15) CERC SiteFinder User Guide – Search Results “My Folder” is located on the right side of the map. When you “Save” a building, site or report you will find it in My Folder. The Folder is saving the cookies on your computer, so each time you return to the SiteFinder web site these items will remain in your Folder. If you would like to empty the folder and start over, you can right click on the Folder and it will ask you if you want to reset the Folder. If you delete your browsing history on your computer, you will effectively empty the Folder. To remove an item from the Folder, mouse over the property or report and you will see an option to Remove. Page 9 - My Folder (for more My Folder see page 15) CERC SiteFinder User Guide – Reports Once you have clicked on the address you will see the Full Property Report and four other tabs with demographic information – Labor Force, Demographics, Consumer Spending and Business reports. The Property Report shows details entered by the listing administrator for the listing, usually a broker or owner. If data is not entered by the listing administrator the field does not appear on the Property Report. For example, Zoning is an option when entering a listing, but if the Zoning is not entered a line item will not appear on the report. To return to your Search Results or your Saved Properties, DO NOT hit your browser’s back button. Use the navigation options in gold below My Folder. Page 10 - Search Results, Based On, Refine Search, Number of properties in summary If you see a green arrow on the property photo, you can click on it to scroll through additional photos attached to the listing. You can also use the green arrow to the right under My Folder to go to the next listing. CERC SiteFinder User Guide – Reports There are five Reports associated with each property listing. Full Property Report, Labor Force, Demographics, Consumer Spending and Business Reports. The demographics reports default to a 10 mile radius around the property. You can change this radius to any number by mousing over Modify Report on the right side of the report. Each section on the demographics reports has a Chart available to graphically represent the data. If you wish to see the chart, mouse over the word Chart. If you want the chart to stay open click on Pin. To close it click Unpin. Page 11 - Full Property Report, Labor Force, Demographics, Consumer Spending and Business Reports CERC SiteFinder User Guide – Reports The Business tab shows data for every business in CT by NAICS code. The default is a one mile radius around the property. You can drill down on the list to view the names of the actual business entities. Some provide data on the annual revenue, number of employees, address, phone number, URL and years in business. If you click a colored dot on the map a dialogue box will tell you which business it represents and give you the available data. Data for the Business Reports is provided by Experian. To modify and/or customize this report mouse over Modify Report. (continue to next page) Page 12 – Business Reports CERC SiteFinder User Guide – Reports To customize a business report change any of the following criteria under the Modify Report option: Radius, Business Name (if you are looking for one in particular), Address (if you are looking for one in particular), range of employees, range of annual revenue, or years in business. Also available are specific business classes or business types, i.e. Fortune 1000 companies. Page 13 – Refine business report CERC SiteFinder User Guide – Share this property To send information from the site to someone else, mouse over Share. You have the option to click Link and copy and paste a link to that particular report. You can also email this particular report to someone using the Emailer Report function. Or share this report using any of the popular social media tools such as LinkedIn, Twitter or Facebook. You may also print each page individually by clicking Print. The same functions apply to all five available reports, one at a time. Page 14 - Share, print, save reports To share more than one report at a time, mouse over Save. You can Save each report for this property individually or save them all at once. They will be saved in My Folder and from there you can export them together. (See page 15) CERC SiteFinder User Guide – My Folder Once you have saved properties, communities or reports they will be available under My Folder. There is no limit to the number of items you can save in My Folder. The Folder is saving the cookies on your computer, so each time you return to CERC SiteFinder the same items will be saved in your Folder. To reset the Folder right click and you will be asked if you want to reset it. If you choose reset the folder will be emptied. If you delete the browsing history or your cookies on your computer the Folder will also be emptied. To return to your Search Results, DO NOT hit your browser’s back button. Use the navigation options below My Folder. Page 15 - My Folder – reset, export If you click on one of the options in My Folder your results will show only what you have saved. You can now Export multiple reports to Word, Excel, PDF or Email. (continue to next page) CERC SiteFinder User Guide – My Folder To Export reports using the “shopping cart” feature, anything you have saved will be shown on the left side of the cart. Choose what you would like to include in a report and click and drag it over to the right side then let go. You can rearrange the items on the right by clicking and dragging them above or below the other items. Title your report and click Export. This will combine each of the reports on the right into one PDF, Word document, Excel spreadsheet or Email. Page 16 - Export from My Folder CERC SiteFinder User Guide – Basic Search • The Basic Search will give you quick and easy access to properties on SiteFinder by using the search fields located on the left side of the screen. CERC SiteFinder User Guide – Basic Search • Click on the green Search Properties button after you are finished entering your search criteria. CERC SiteFinder User Guide – Basic Search • The results of your search will be located under the map in list form. • To save properties, place check marks in the designated area and click the Save Selected button. If there are multiple pages of search results, save the selected properties on the current page before navigating to the next page of results. • The Save Properties Folder will show under the Google map and display the number properties you have saved. CERC SiteFinder User Guide – Basic Search • To view additional property information click on the hyperlinked address. CERC SiteFinder User Guide – Basic Search • From this page you can view property information as well as demographic data by clicking on the Demographic Tab • If you click on the hyperlinked address from the property report, it will redirect you to the property report in the Advanced Search of SiteFinder. CERC SiteFinder User Guide – Basic Search • From the Demographics page you can create 3 different reports. – – – Demographics Report Consumer Expenditures Business and Workforce • To return to the previous page and property search results click on the Back to Previous button. (Do not use the back button on your web browser) • Click on the Generate button after selecting your distance criteria to view the report. CERC SiteFinder User Guide – Basic Search • From this page, you can Print and Email the reports, and/or export the information to a PDF, Word document, or Excel spreadsheet. • If you would like to change the distance being used on the report or create a different report, click on the New Demographic Report link. CERC SiteFinder User Guide – Basic Search • Here is an example of a demographic report that was exported to a PDF. CERC SiteFinder User Guide – Basic Search • This report includes the broker contact information. When you export reports, the user as the option to include or not include broker information. • Here is an example of the list of Avon Properties that were exported to PDF as Summary Report.
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