Quick Guides

Quick Guides

BW Chat Guide (Formilla)

📘 BW Chat Guide (Formilla) Purpose This guide explains how to use Formilla Chat while on floor duty so we can respond to website visitors

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Quick Guides

Create a File Request Link

1. Navigate to https://cloudboardwalk.com/ and login 2. Use File Station 3. Click “Boardwalk Cloud” 4. Navigate to the listing / deal folder 5. Right click

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Quick Guides

FUB Dupe Check

Learn how to properly search for existing leads and avoid duplicate entries in the system. This guide walks you through checking by name or email, recognizing system warnings, and following the correct steps when adding a new contact

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Quick Guides

File Server 101

Learn how to access, share, and request files using our Synology-powered File Server. This step-by-step guide includes screenshots for logging in, sharing public links, requesting uploads from clients, and accessing files from your phone.

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Quick Guides

Flexmls Pre-Construction Search

In this guide, I’ll walk you through how to set up a custom search in Flexmls to display only pre-construction properties.
You’ll learn how to apply the right filters, navigate the search results, and save your search for quick access in the future, perfect for keeping tabs on new developments and upcoming inventory.

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