Optima IDX Quick Start Guide
Get your iHomefinder features up & running fast. Use this guide for all website platforms other than WordPress.
Don’t miss any important setup steps. Use our Account Launch Checklist before you go live with your account.
THE BASICS
Accessing your IDX Control Panel
Adding Optima IDX to your website
Embed IDX directly on your site with our simple embed script. No framing or subdomain is required.
PROPERTY SEARCH
For plans with Premium Search:
For Standard plans without Premium Search:
LEADS
Lead Capture Basics – Everything you need to know about lead capture options
Customize your lead capture and user registration prompts
LISTINGS DISPLAY
Set your featured listings identifier
Display and modify your featured listings
Display & manage your sold listings
Create & display Markets (saved searches)
NOTE: If your account includes MarketBoost, please refer to the MarketBoost Setup Guide for instructions.
Create & display Markets (saved searches) by drawing on a map with the Polygon feature
NOTE: If your account includes MarketBoost, please refer to the MarketBoost Setup Guide for instructions.
Agent CRM Features
For agent plans with our real estate CRM option:
Email Marketing
Marketing Automation – View articles >
Send newsletters, announcements, and automated greetings on birthdays and closing anniversaries View articles >
CRM
All other agent CRM features View articles >
MARKETBOOST SETUP GUIDE
For plans with MarketBoost
