90 Day Challenge – Day 46 – Tools You Can Use – MLXchange Export To Excel For Mailing Labels In Word 2003

I have had occasional calls from agents who were attempting to print mailing labels directly from MLXchange to Avery 5160 (30 to a page) mailing labels with complaints that, for some unknown reason, the printing was not conforming to the labels, and the labels were ruined.

Mailing marketing materials from Max will be covered in a separate post. Generating letters, labels and envelopes in Max is extremely easy; however, you may not want to upload an entire neighborhood to Max just to generate letters, labels and envelopes unless you were tracking that neighborhood in your Max Notes.

You have a need to merge the MLXchange tax information with a Word document. You want to personalize a letter and/or create labels and envelopes to advise the owners that you have a buyer who desires a particular model or view in a their neighborhood.

The entire steps are in the movie below.  Before you get started, you need the following for a proper export to Excel.

In MLXchange, click on the TAX tab and make sure you are in the right county.  Click on the SEARCH MAP tab and select the area  by drawing a polygon. Click on RESULTS.

For Dade, you will have created your RESULTS grid (demonstrated in a prior post). Your Dade Results Grid may have included the following fields:

1. Owners Name Full (which includes some of the address – this may be a recent glitch)
2. Owners First Name
3. Owners Last Name
4. Owners Company Name (just in case First and Last Name are blank)
5. Owners House Number
6. Owners Street Directional
7. Owners Street Name
8. Owners Street Designator
9. Owners Unit/apt Number
10. Owners City
11. Owners State
12. Owners Zip Code

For Broward, your TAX RESULTS grid contains only three field names:

1. Mailing Label 1
2. Mailing Label 3
3. Mailing Label 4

(Mailing Label 2 is not necessary).

As you know, mailing marketing pieces yourself is not the highest and best use of your time; however, for those times you need this application, the following movie shows you the process from start to finish: