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CRMLS Matrix Conversion Manual

1. section for more details MATRIX UNmurieeem Add Edit Bist E Realist Tax v 2j 43 Input Listing Add new or Edit existing Residential Add new or Edit existing Residential Income Add new or Edit existing Residential Lease Add new or Edit existing Land Lot Add new or Edit existing Mobile Homes Quick Modify Roster Add new or Edit existing Agent Roster Quick Modify Open House Add new or Edit existing Open House Work Area You have no saved Items in the work area Note Partially saved listings are saved in the Work Area and are available until you remove them www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 9 California Regional Multiple Listing Service Inc The Finance tab contains various home financing personal financing investment and retirement calculators In addition the tab provides access to Buyers Sellers FHA and VA net sheets c RMLS MATRIX My Matrix Add Edit Roster Ol Realist Tax e 4 Financial Calculators Financial Calculators Buyer s Netsheet Seller s Netsheet Home Financing FHA Netsheet Should I refinance How much will my fixed rate mortgage payment be VA Netsheet How much will my adjustable rate mortgage payments br How much will my payments be for a balloon mortgage Should I rent or buy Which mortgage is better for me How much will I save by increasing my mortgage payment How much mortgage might I qualify for How
2. 2500 feet 500 m 1 NAVTEQ 2012 Microsoft Corporation fi lt gt Back to Results Realist Tax Links Help Hello Systems Logout Recent Searches v ML C12010031 List Price 242 250 532 Pearlanna Dr San Dimas 91773 ML H12004221 List Price 288 800 761 Highland PI San Dimas 91773 4 ML C12011862 List Price 291 000 211 W Commercial St 5an Dimas 91773 a ML C12044738 List Price 299 000 1410 W Tudor St San Dimas 91773 Add Start Add Stop www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 47 California Regional Multiple Listing Service Inc Matrix Conversion Follow the steps below to email listings as a PDF report Before you begin make sure that you ve performed a search as described in the Searching for Listings section of this manual 1 Click the check box next to each listing you want to include in the email 2 Click the Print button c RMLS s MATRIX Search BI MUEIGP SI Iz Realist Tax L4 Hello Systems Logout Y 4 Recent Searches w DB Narrowed Search run 10 47 AM Map Results Previous Next 1 7 of 7 Checked 4 All None Page Display Agent 1 Line lw at 50 w per page 5 L S Type St St Name L S Price Br Ba YrBit Saft Ac LSaft C12010031 A SFR D 532 Pearlanna DR 242 25044 3 2 00 1955 ASR 1 758 0 220 9 680 H12004221 A SFR D 761 Highland PL 288 800 4 2 00 1973 ASR 1 932 0 450 19 602 C12011862 A SFR D 211 W
3. MLS California Regional Multiple Listing Service Inc Matrix Conversion Manual Ed omis W crmisnews Support 909 859 2040 800 925 1525 Mon Fri 8 30 AM 9 00 PM Sat amp Sun 10 00 AM 3 00 PM www crmls org All rights reserved No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission of California Regional Multiple Listing Service Inc 2013 California Regional Multiple Listing Service Inc 01 13 California Regional Multiple Listing Service Inc Matrix Conversion TABLE OF CONTENTS eon m ei 3 Minimum System Requirements uaccetuevee sua ru era iE uk Co EE PY TEMERE Qu ER VER VF Re T BrrrEe SINE e 3 Disabhiig Popsup DIOEKBLS oai emiten E E Puts mta ean cS ee ee MM P EPUM cR M PU 4 Accessing the CRMLS Matrix PIatIOrMi een nee ee gatis io EE OE ves dux ru espe TEM dU ESENI se nC ap HIP TL MUR 5 CRMES Matrix Platform Navigation OVerVIG Ws iesuicsske Sect bn o2 IO qo rE reb t ao CIS obo DW ta Sed CHE Y3pE ure te ueaetesacsanssiasetarinaeenseos 6 POST CONVO ON TA K6 gece tect ceca recesses E E IM UNES EE UN IM MM CDU ES DM EEUU MUd GNE 14 Very elige qe ID HH iiie RT mtm 14 Create An Email Signature senseraro ennenen test vibes dot divrenut eiusd EAM Iu MP vibe SUI divis ufureq Mc
4. CRMLS News CARETS Commercial IDX CARETS Commercial Member Manual File size approx 2MB Virtual Office Websites vow Download Center Realist 2 0 Tax e Realist 2 0 Manual File size approx 3MB Smart Trac Transaction and Document Management e CRMLS Member Manual e Quick Reference Guides Mercado e Mercado Overview e Mercado Jump Start Guide Note You must have Adobe Acrobat Reader 8 0 or greater to properly view CRMLS Manuals For the newest version of Adobe Acobat reader go to Adobe Acrobat Reader Install When you are finished working in Matrix click the Logout link to sign out then close your web browser MATRIX Home My Matrix Add Edit Stats fl Realist Tax E Hello Systems io a Recent Searches www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 13 California Regional Multiple Listing Service Inc Matrix Conversion POST CONVERSION TASKS Follow the steps in these sections to verify your contact information listings contacts and to ensure that your saved searches were migrated to Matrix Once you ve verified that your information was transferred over you can re enable your Prospects and Client Gateways VERIFY YOUR CONTACT INFORMATION Your contact information is one of the most valuable pieces of information you can provide to CRMLS members The Matrix platform also displays your contact information on agent and client reports and displays Follow the st
5. Commercial ST 291 00044 3 2 00 1955 ASR 1 754 0 160 6 853 C12040077 A SFR D 1015 Witherill ST 299 000 3 2 00 1964 ASR 1 547 0 181 7 903 C12034942 A SFR D 145 E 4th ST 350 000 3 2 00 1947 ASR 1 561 0 147 6 405 H11111338 A SFR D 333 N San Dimas Canyon RD 359 000 44 3 2 00 1957 ASR 1 763 0 190 8 393 C11153673 A SFR D 1056 Chisholm CT 379 000 44 4 3 00 1989 ASR 2 050 0 140 6 108 Actions Refine Save Carts 1 Previous Ne E Email Print CMA Directions p Stats li Export 3 Select any of the customer displays from the Primary Report tab or listing reports from the Additional Reports tab you want to email and then click the Email PDF button amp Print 4 Listings Primary Reports Additional Reports Print which format s To select multiple at once hold Ctrl while you click option key on a Mac my My Custom Display F Agent 1 Line Agent Thumbnail E Print search criteria Agent Short Office Ink saver if any don t print images Agent Medium Agent Full Single Agent Full Agent Full No Photo Agent 1 Page Agent 1 Page No Photo Customer 1 Line Customer Thumbnail Customer Brief Customer Full No Photo Customer Flyer Customer Feedback Hot Sheet Multi Map Print agent header amp footer lt P Back to Results fE Email PDF E Print to PDF 4 Preview E www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 48 CrRAALS gt California Reg
6. Home Phone Fax and fax for other members to see e i 1 Agent Cell Ph z Agent Fax Toll Free Phone Pager l 2 5 Agent Direct Ph Agent Voice Mail Voicemail 3 6 AgentPagerPh x Agent Email Email t Website URL t Pre x Cancel Input Submit Agent 5 Verify that your Email address is up to date and monitored regularly The Email address on files is used by the Matrix platform to send you notifications and not having a valid email address on file can lead to missed communications and or loss of features 6 When yourre done click Submit Agent to save your updated contact information CREATE AN EMAIL SIGNATURE When you send an email from the Matrix platform your email signature will appear at the bottom of the email Follow the steps below to create an email signature in Matrix 1 Click Settings on the My Matrix tab C c ALSS MATRIX Ld SITIBINE My Matrix BEES Realist Tax Links Help o 4 Contacts 1 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings KR My Listings 1 My Active Residential www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 15 California Regional Multiple Listing Service Inc Matrix Conversion 2 Enter your Email signature amp 2j c4 Email Signature Check Spelling Enalish Save Email Signature 3 Click the English Check Spelling link to spell check your
7. Print search criteria Pe tip Agent Full EU gen age Agent Full No Photo Ink saver if any don t print images Agent 1 Page No Photo Agent Book Report Agent 1 Page Customer 1 Line Agent 1 Page No Photo Customer Thumbnail Customer 1 Line Customer Brief Customer Thumbnail Customer Brief Photos Customer Brief Customer Full Customer Full Customer Full with Photos Customer Full No Photo Customer Flyer Customer Flyer Customer Flyer No Address Customer Feedback Customer Feedback ie peers Statistical CMA atistica mu Agent Thumbnail Teams Footer Test lt P Back to Results 4 Email PDF _ Print to PDF A Preview lt gt Back to Results EJ Email PDF W Nzani3 8 572 _ Note Google Chrome users will be unable to print the agent header footer on every page as Chrome is inconsistent with this command PRINTING PDF FILE S If you ve selected the Print to PDF feature you will have the opportunity to save the listings to your computer as a PDF file or print Adobe Acrobat Reader will open and display the report in a PDF format To print click on the print icon or select print from the file menu of your browser When done close the window or tab to return to Matrix www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 41 California Regional Multiple Listing Service Inc Matrix Conversion EMAILING LISTINGS The Matrix platform allows you to email listings as reports in PDF format Listings
8. REGIONAL MULTIPLE LISTING SERVICE INC HOME TRAINING SUPPORT NEWS SERVICES CONTACT US RULES AND POLICIES ASSOCIATION CONTACTS PUBLIC PROPERTY SEARCH SUPPORT RECIPROCAL USER INFO 6 Highlight and then copy and paste the text of the generated code and email it to your website programmer in order to integrate it into your personal site Note There are three available links for your website a General Public Search an Agent Listings Link and an Office Listings link www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 60
9. Remarks field for the information www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 20 California Regional Multiple Listing Service Inc Matrix Conversion 7 Click the Next link at the bottom of the listing to move to the next listing Terms Possession Close Of Escrow Listing Terms Cash Cash To New Loan FHA Loan Office MLS S O Compensation 3 Showing Instructions Go Direct Show Type S O C Remarks Key Safe Description Call Listing Office Show Name Dual Variable Rate of Com No Key Safe Location Call Listing Office Show Phone Sign On Property Yes Document Number Occupant Type Listing Office Om mat mos n Listing Office Ph V A d Owner Name Listing Agent Os steeds Gsm Listing Office Fax oh n LA DRE a List Type Exclusive Right To Sell Phone Contact Priority Co Listing Agent we Osasto Service Type Full Service 1 LaTliFree Co LA DRE 2 Listing Paid Susie Listing Contract 09 28 2012 Ad Number Peg Modified 12 13 2012 Internet Send Address Yes Yes 5 LaVmail Expiration dte ce 9 VOW AVM Comm Yes Yes 6 LaEmail Showing Remarks Contingency Agent Remarks If you believe there is a violation on this listing click here to report the problem Agent Full Residential ML i we Printed Byl 1 DRE 3 On 12 13 2012 1 36 57 PM im Edit Manage Photos Manage Supplements Share amp Reverse Prospect 8 Repeat steps 4 through 7 to verify the rest of y
10. Title of Employment Cell Phone Number Agency Office Office Phone Number Office Fax Number Tag Line i e Slogan DRE License Number Your Photo To upload your photo click the Browse button and choose Optimal Image Size 66 x 79 pixels the image file to upload Your Photo file location Browse Ch wem Pre eri yia n to ew your co ete package prior to savin amp Preview x Can icel EE Pie unti all imag sh Note ei www crmls org e 17 Toll Free 800 925 1525 e Office C 3E E AILE E PF 123 123 1234 jsmith noplace com DRE License 1234567 button er saving this package will overwrite those images Phone 909 859 2040 California Regional Multiple Listing Service Inc Matrix Conversion 6 If you selected a header footer that allows you to include your photo click the Browse button 7 Locate and select the photo you want to upload 8 Click the Preview button to preview your header and footer 9 Click the Save button to save your header and footer CHECK YOUR CONTACTS Follow the steps below to verify that all of your contacts were migrated to the Matrix platform 1 Click the Contacts link on the My Matrix tab Ec IE Ee o mJ Contacts 1 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings My Listings 1 My Active Residential Settings 2 Verify that all of your contacts were migrated To sort your contacts alphabetical
11. When using the character it must precede the value you enter Matrix Conversion Bathrooms 3 Finds all listings that have 3 or more bathrooms Bathrooms 4 Finds all listings that have 4 bathrooms or less List Price 150000 200000 Finds all listings with a list price ranging from 150 000 to 200 000 Area 689 690 Finds all listings that are located in either area 689 or 690 Street Name Park Finds all listings that are located on a street that ends with the word Park Street Name Park Finds all listings that are located on a street that begins with the word Park Property Description Agent comments key word Finds all listings with the key word in the property description or office comments Use commas to separate multiple key words Year Built 1960 Excludes all listings that contain properties that were built in 1960 www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 32 California Regional Multiple Listing Service Inc Matrix Conversion MAP SEARCH Follow the steps below to search for properties within a selected area on a map 1 On the Matrix home page click on the Search tab and select the Detail or Quick search according to property type Once you are on the search page input your search criteria excluding a City or Area then click on the Map tab or the Map Search link 4 Criteria Results Detail Display Agent 1 Line at 25 w per page G
12. Yosemite CT E Allen AV Cooling Central Dual Zoned Wall Window And or Fireplace Bath Bonus Room Den Dining Room And or Not Rooms All Bedrooms Up All Bedrooms Down Converted Bedroom Master Bedroom And 9 or Not Eating Area 6000C1 Legal Tract 2 Heating Central Furnace Zoned Baseboard Floor Furnace And or Not Stories One Level Two Level Three Or More Levels Split Level 9 Or Not Interior Bathtub Low Flow Shower Low Flow Toilet s Shower And or Not Laundry L S Price 242 250 288 800 291 000 299 000 350 000 359 000 4 379 000 4 384 000 389 900 4 4 Criteria I Map E Results Display Agent 1 Line You can toggle between the Criteria Map and Results tab directly from this screen 3 2 00 3 2 00 3 2 00 4 3 00 4 3 00 4 2 00 1964 ASR 1947 ASR 1957 ASR 1989 ASR 1981 ASR 1988 ASR www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 36 0 181 7 903 0 147 6 405 0 190 8 393 0 140 6 108 0 146 6 372 0 180 7 651 CRM LS California Regional Multiple Listing Service Inc Matrix Conversion Refer to the table below for a list of links icons and displays available on the search results window Click the Next link to view the next page of search results Click the Previous link to view the previous page of search results All None Page Click the
13. much home can I afford Should I consolidate my loans Personal Financing How much car can I afford How long will it take to pay off my credit card How much do I need to save for college How much will I need to save for a major purchase How much can I afford to borrow What is my loan rate How much will my loan payments be Should I consolidate my loans Is an Auto Loan or Home Equity Loan best for purchasing a car How soon can I eliminate my debts Investment What is the yield on my portfolio How can I save a million dollars What is my investment yield What is my future value worth today What will my investment be worth in the future How much could I save over time What rate would I need to earn on my savings What savings amount should I start with How much should I save each month Retirement Which is better for me a Traditional IRA or a Roth IRA How much will my Traditional IRA be worth at retirement How much will my Roth IRA be worth at retirement How long will my retirement savings last What rate do I need to support my retirement How much do I need to fund my retirement How much can I spend each month in retirement Calculator disclaimer Presented by TimeValue Software 2012 ROSTER TAB The Roster tab allows you to search for agents and offices in Matrix C c AALSS MATRIX My Matrix Add Edit Finance Stats Realist Tax 9 4 amp Agent Roster Ye
14. s New Listings CMA Create Your Own gt Resi Lease Detail Quick MLS Address Today s New Listings CMA Create Your Own Y Land Lot Detail Quick MLSz Address Today s New Listings CMA Create Your Own www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 30 California Regional Multiple Listing Service Inc Matrix Conversion 2 After you ve selected the property type you want to search for such as Residential Detail input the search criteria you are interested in searching for 44 Criteria Map Results amp Detail Display Agent 1 Line i at 25 per page 7 Status City List Price Status Date i Adelanto s t Pending Sale Backup Offer more click Price e Date Closed Sale 800000 Expired Bedrooms Baths Total 9 Or Not E 3 2 SS Tip If you need i EPEA help entering 1500 s Spera iix search criteria ownhouse DG Year Built Senior Com Manufacture 433 Ei click the icon z Manufacture Without 433 next to a field you 9 A j 9 Or Not need help with a oars Structure Attached i Detached Attached Legal Tract fF Map Search No Map Selected 3 Select a search results display format from the Display drop down box By default the system will select Agent 1 Line 4 Criteria I Map Results Display Agent 1 Line what 25 per page 5 4 Sel
15. you can submit your listing 5 When you are done modifying your listing click Submit Listing to save your changes Basic Info Property Type Year Built Year Built Src Sale Type Single Family Residence x 1924 Assessor In Foreclosure E Baths 1 4 Notice Of Default a Real Estate Owned Short Pay Subject To Lender Bedrooms Baths Full Baths 3 4 Baths 1 2 ei 6 Saft Structure Source Lot Size Source 1500 Appraiser v 4275 000 Assessor s Data v Entry Location Ground Level With Steps Ground Level No Steps BasementSgqft Lot Size Type s a Ground Level Sqft r Senior Community Association Y N Lease Considered Stories Stories Total Entry Level No Yes Two Level pM D Preview Cancel Input Submit Listinq If any required fields are missing information or if the listing contains a warning or errors the 9 error or warning symbol will appear next to each section and field that needs to be updated Click the tab with the error or warning and make corrections as necessary All errors must be corrected before the listing can be submitted iP Residential Detail Basics Description m Features Land Terms Office MLS Green Open House Office amp MLS Current Status is Active ML Number X12060813 Address 2681 Prismo Drive Eagle Rock 6 Repeat steps 1 through 5 to update the rest of your listings w
16. you want to include in the email 2 Click the Email button CRAALS Cams s Ee CM CRM CNN Y 4 Recent Searches v Narrowed Search run 10 47 AM Map _ Results Previous Next 1 7 of 7 Checked 4 All None Page Display Agent 1 Line at 50 per page 4 L S Type Stz St Name Area L S Price Br Ba YrBit Saft Ac LSaft WV C12010031 A SFR D 532 Pearlanna DR 689 242 2504 3 2 00 1955 ASR 1 758 0 220 9 680 H12004221 A SFR D 761 Highland PL 689 288 800 4 2 00 1973 ASR 1 932 0 450 19 602 C12011862 A SFR D 211 W Commercial ST 689 291 000 44 3 2 00 1955 ASR 1 754 0 160 6 853 C12040077 A SFR D 1015 Witherill ST 689 299 000 3 2 00 1964 ASR 1 547 0 181 7 903 C12034942 A SFR D 145 E 4th ST 689 350 000 3 2 00 1947 ASR 1 561 0 147 6 405 H11111338 A SFR D 333 N San Dimas Canyon RD 689 359 000 44 3 2 00 1957 ASR 1 763 0 190 8 393 C11153673 A SFR D 1056 Chisholm CT 689 379 000 44 4 3 00 1989 ASR 2 050 0 140 6 108 3 Click the To or CC button to select a recipient from your contact list You can also manually type your client s email address in the To field Separate multiple recipients by typing a semi colon after each email address ig Email 4 Listings From Systems Trainer crmls org gt Tass CC Create a New Contact Bcc mea copy of this message You have selected 1 display to email Display Customer Full Subject Email Body Characters Remaining 4092 Check Spelling Enal
17. your original MLS give you a basic introduction to the Matrix platform and guide you through performing basic searches viewing search results printing emailing and managing listings Follow the steps in these sections to get started MINIMUM SYSTEM REQUIREMENTS To use the CRMLS Matrix platform your system should meet these minimum requirements Operating System Windows XP Windows Vista Windows 7 or Mac OS X Internet Connection 56k Modem DSL Cable Modem or other high speed internet access recommended Web Browser Internet Explorer 7 0 or later Firefox Safari or Chrome www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 3 California Regional Multiple Listing Service Inc DISABLING POP UP BLOCKERS Matrix Conversion Your computer may have an Internet browser or security software that blocks Internet pop ups CRMLS products utilize help screens and other features that may be blocked by some pop up blockers Follow the steps below to allow pop ups from CRMLS products in Internet Explorer 1 In Internet Explorer select Tools gt Pop up Blocker gt Pop up Blocker Settings 2 Add the following websites to the Allowed Sites list Note Delete browsing history Ctrl Shift Del InPrivate Browsing Ctrl Shift P Tracking Protection ActiveX Filtering Diagnose connection problems Reopen last browsing session Add site to Start menu View downloads Ctl Pop up Blocker gt Tempo
18. All None or Page link to quickly select un select all listings on the search results page Click a number to jump to that page of search results For example click 2 to view the second page of search results The number in brackets indicates the current search results page that you re viewing Listing P123456 Click the listing number link to view the full listing ot Name Map Main St DOM CDOM Display Click the street name to view the listing on a map Click the DOM link to view a history of the listing or the CDOM link to view a comprehensive listing history of the property The history will include price changes status changes selling office compensation changes and the User ID of the changing agent or entity Note To view property history by APN and or Street Address click the Property History link on the Search tab oelect a display format from the Display drop down box to change the search results display one of the various display formats available Note You can change the default result display on the search page only You can also change your listings per page from 25 to 10 50 or 100 The search criteria you selected is displayed at the bottom left side of the search results window www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 37 C2 NAL 5 California Regional Multiple Listing Service Inc Matrix Conversion Click the selection box for each listing
19. CH RESULTS Follow the steps below to Export download search results in Matrix Before you begin make sure that you ve performed a search as described in the Searching for Listings section of this manual 1 Click the check box next to each listing you want to Export 2 Click the Export button Note You can select up to 500 listings at a time to Export C c AALSS rE ms search AEE eee Miete 9 4 Recent Searches v Original Results gt Narrowed Original Results O Narrowed Original Results 4 Map _ Results Previous Next 1 7 of 7 Checked 4 All None Page Display Agent 1 Line w at 25 e per page 5 L S Type St St Name i L S Price Br Ba YrBit Saft Ac LSaft C12010031 A SFR D 532 Pearlanna DR 242 250 4 3 2 00 1955 ASR 1 758 0 220 9 680 C12039222 A SFR D 437 N Lone Hill AV 267 800 3 2 00 1957 ASR 1 121 0 205 8 945 H12004221 A SFR D 761 Highland PL 288 800 4 2 00 1973 ASR 1 932 0 450 19 602 C12034052 A SFR A 1240 Hidden Creek RD 290 000 44 3 3 00 1987 ASR 1 321 0 065 2 846 C12011862 A SFR D 211 W Commercial ST 291 00044 3 2 00 1955 ASR 1 754 0 160 6 853 C12040077 A SFR D 1015 Witherill ST 299 000 3 2 00 1964 ASR 1 547 0 181 7 903 C12044738 A SFR D 1410 W Tudor ST 299 000 3 2 00 1959 ASR 1 386 0 172 7 473 i 3 ISI 3 SI 0O ISI a Actions Refine Save Carts 1 Previous Next E Email Print B CMA Directions 1 Stats I Export 3 Choose from any of the Available Exports and cli
20. California Regional Multiple Listing Service Inc Matrix Conversion GENERATING THE PDF FILE S After clicking the Print button you will be presented with a selection of reports to choose from Additionally you will have the option of emailing a PDF report directly from this screen previewing your file or printing In addition to the traditional reports the Primary Reports tab will contain any custom displays you ve created while the Additional Reports tab will contain the Quick and otatistical CMA report You can select one or more reports to print by holding down the CTRL key on the keyboard as you make your selection Please note that you will need to have Adobe Acrobat Reader installed on your computer If you need to install this program you may download a free copy from Adobe by visiting http get adobe com reader amp Print 4 Listings Primary Reports J Optic Ke 1 Mi Additional Reports amp Print 4 Listings Primary Reports Additional Reports s ch for atis To select upie at once old Ct Ctrl le CHICK Optic e J ji Mac Note Print which format s To select multiple at once eed Adobe Acrobat Reader to use these PDF oi my My Custom Display Agent 1 Line V Print agent header amp footer Agent 1 Line Agent Thumbnail Agent Thumbnail First page last page Agent Office Short Agent Short Office H Agent Medium Agent Medium Every page hee igr i ent Full wi otos Agent Full Single
21. California Regional Multiple Listing Service Inc Matrix Conversion The Home tab gives you quick access to everyday tasks and is the first tab you see when you log into Matrix ccm Search My Matrix add edit ICE p E J Recent Searches v News amp Market Watch ik Hot Sheets New Listing 802 EE Personal Hot Sheet Price Change 488 eS SSF Residential Hot Sheet My Carts Back On Market 500 MEENEENNEEEEEN Backup Offer 431 Cart My Residential 3 Ex eme Par E3 Cart My Listing Crossproperty 2 E Pending 687 lee E Sold 702 LIENS ENSE CENE My Favorite Searches amp External Links Residential 24 Hour amp Recent Portal Visitors Sandicor MLS MLSListings Inc Customize Mercado mnndi My Listings Realist Tax Classic Realist Tax 2 0 My Expiring Listings 0 Smart Trac Listingbook CARETS Commercial ills My Stats Goomzee Realtors Property Resource RPR Cloud CMA Smart Desk Smart Docs Recent Use Contacts 3 Additional CRMLS Twitter Feed The Home tab gives you quick access to the following items The News widget displays current updates releases and important information The Market Watch widget displays changes in the market place by property type The Hot Sheets widget is customizable and displays the latest market changes The My Carts widget gives you access to listings you have added to each property cart The My Fav
22. Directions r Stats Ii Export _ Narrowed Search run Monday 9 36 AM All None Page 4 p NAmelia A Raging Wate y 9 211 W Commercial 5T py ser N San Dimas Avt N Monte Vista Ave S m amp nt 4 lesia St N Acacia St N Cataract Ave LE E L4 3 a z W Arrow Hwy V E Arrow Hwy o Stats BP Export e Toll Free 800 925 1525 e Phone City SDMS SDMS SDMS SDMS SDMS SDMS SDMS Merchant Park E Juanita Ave Portola St Balboa Ct E Bonita Ave 909 859 2040 X Map Jump to 3 S Gaffney Ave San Dimas Canyon Rd Matrix Conversion Follow the steps below to print listings and reports Before you begin make sure that you ve performed a search as described in the Searching for Listings section on page 13 of this manual a From the search results screen select one or more properties by clicking the selection boxes next to each listing Then under the default actions menu bar click the blue Print button MBs amp 00 A1 60041 600C3 5 007 From the search results map screen select one or more properties by using the single or multi select icon tool Then under the default actions menu bar click the blue Print button Glenlea c w e 5 E Juanita Ave BONITA CANYON GATEWAY Pattiglen Ave 1000 feet 2010 NAVTEQ 2012 Microsoft Corporation Results
23. P Status City List Price Status Date t Adelanto Pending Sale Backup Offer more click Closed Sale 800000 Expired Bedrooms Baths Total or Not 9 Or Not 3 2 Area El Saft Lot Size 1500 t s Current Price Price Status Date e Type 4 Condominium 1 Belmont Shore Park Naples Mari Townhouse 2 Belmont Heights Alamitos Heig Year Built Senior Com Manufacture 433 3 Eastside Circle Area 6 6 Manufacture Without 433 4 Downtown Area Alamitos Beach 9 Or Not 9 Or Not g velie Zip Code y To search by zip Structure Attached Builder s Tract Code D Detached 3 code input the Attached desired value before Map Search No Map Selected clicking the map tab 2 To move the map to a specific county select the county from the drop down Jump to menu Or you can move the map to a city or specific address by selecting Address from the list PP 4 Criteria Xi Map Results ex jump tc O G Amador Butte Colusa Fresno Glenn Lake County oothill Blvd Lassen _ Los Angeles e 66 VILLAGE ON THE G Madera Mariposa Merced Modoc eSt WGl dstone 5 Orange Plumas cm 1 210 Sa Riverside A Sacramento San Bernardino Walnut 57 Y San Diego Creek er San Luis Obispo Wilderness Santa Clara Park ViA Vt Shasta Siskiyou Solano Stanislaus Sutter FORES Tehama Lawn Qmm Yuba Memorial pen
24. RE ENABLE CLIENT GATEWAYS AUTO EMAILS Client Gateways from Tempo are equivalent to the Matrix platform s Auto Email feature The Auto Email feature sends listings to your clients and allows them to view and rate listings in their very own Client Portal Note Auto Emails in Matrix will only allow your clients to view Customer Displays and Reports in the Client Portal Additionally Matrix will only allow you to activate up to 250 Auto Emails Follow the steps below to turn your Saved Searches into Auto Emails for your clients 1 Click the Saved Searches link on the My Matrix tab MATRIX IIl My Matrix eea Realist Tax uy 2 Contacts 1 Auto Emails Concierge Saved Searches f Sent Email CMAs Watched Listings My Listings 1 My Active Residential 4 Settings 2 Locate the Saved Search you want to turn into an Auto Email notification 3 Click the triangle next to the Saved Search to display the Saved Search options MATRIX Home Search My Matrix BERI Realist Tax Links Help C4 Hello Systems Logout i E Recent Searches v da Saved Searches 1 Search Filter Saved Searches choose a filter Subject Contact Name Description My Last Run Is Dimas Homes Smith Family 8 2 2012 Settings Criteria Results Date Since Market Update Delete Status is Active City is San Dimas Type is Single Family Residence Bedrooms is 4 Baths Total is 2 Ordered by Sta
25. X12060813 5684000017 Orig List Price 600 000 Price Per Sqft 383 33 County Los Angeles Property Type Single Family Residence D Bedrooms 1 Bath F T H Q Sqft Src Ac LotSqft Src AC View 1 0 0 0 1 500 Appraiser 0 098 4 275 A Pool Yes Horse i 2012 NAVTEQ 2 Microsoft Corporation 3 gg Click Here for Supplements Area 618 Eagle Rock Cross Street Stories Two Level DOM CDOM delevan and ave 42 Stories Total Units Totals Map Book Entry Location Senior Community 5 If your listing contains supplements click the Click Here for Supplements link and verify that all of the listings supplements were migrated lt SCRMLS i MATRIX My Matrix BEGIN ST Tor E Sec oi eso Realist Tax Links amp My Listings 1 Show My Active Residential e 4 Click here to run this as a Full Search Previous Next 1 of 1 Checked 0 2681 Prismo DR Eagle Rock 90065 gi oon e m a a 4 D o z o m 2012 NAVTEQ 62012 Microsoft Corporation ERES AM 03 Area Cross Street T T 3 Stories delevan and ave 42 Two Level Stories Total 6 Scroll down the page and check all of the listing s details and verify that they are correct If any of your listings have incorrect information make a note of it and contact CRMLS Customer Care Note If you do not see a field that was included in your previous MLS check the Property Description and Agent
26. and map views Page navigation links are located on the lower right side of the page ard 735 nf Lm m rte ant s 239050 La Florence Lake 205 000 2 239053 C 107D 2060 Troon Crt La Florence Lake 205 000 2 239054 ial C 106B 2060 Troon Crt La Florence Lake 205 000 2 Refine Save Carts Criteria FP Email Print j CMA amp Directions r Stats Ii Export 1 Actions this default button view contains all primary actions you will perform with results Refine Save Carts crntera E Email D Print CMA Directions U Stats amp Export 2 Refine this button view allows you to refine the search results Achons Save Carts Wiese Select a Contact 2L Narrow c Discard AL Sort 3 Save this button view provides access to creating all the Save features Achons Refine ES Carts amp New Saved Search TL New Auto Email New Speed Bar Shortcut 4 Carts this button view provides access to all cart actions Actions Refine Save Cece ae Cart My Residential www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 39 California Regional Multiple Listing Service Inc Ay jii S001 N S Lone Hill Ave E Email i Print E CMA amp Directions n www crmls org PRINTING LISTINGS AND REPORTS Previous Next 1 7 of 7 S Type A SFR D A SFR D A SFR D A TWNHS D A SFR D A CONDO A A TWNHS A Refine Save Carts Me El Email Print E CMA amp
27. arita Charita y Apple Valley Thousand Oks ed Qn ano Los Angeles Anaheim Riverside Ventura s _ San Bernardino Long Beach Santa Aha Hemot Coachalls Costa Mesa o MEUS Escondido Gut of Santo Catalina Chula Vista Luana Lx Print Grid Map Building Sq Ft is between and Year Built s between and Bedrooms s Setwoen and X E 2 E arones Email Grid Map San Diego Q Mexicalis Paradise Henderson indio San Luts Rio Colorado eS 7 Change View Map Gnd Owner Phor APN Owner Nam Owner Nam T Edit Grid 3 System Links Reciprocal Links Sandicor MLS MLSListings Inc Additional Service Links Mercado Smart Fax Realist Tax Classic Realist Tax 2 0 Jud CMA Y Realty Trac Smart Desk Glendale Mesa Phoenix Chandler Monumert VAN Maoi posaraca Sphe ZIP Code The Sandicor Link will log you into the guest account at the Sandicor MLS which covers San Diego County View listings in MLSListings Inc which serves seven counties of the Bay Area Santa Clara Santa Cruz Monterey San Mateo San Benito San Joaquin and Stanislaus Access Mercado to search listings in Northern and Southern California and create CMA Buyer s Tour amp Marketing Flyers Use Smart Fax to receive and store documents electronically Access Realist Tax Classic to find property tax data in all 58 counties of California Ge
28. as reciprocal links and passwords CARETS rules and policies frequently asked questions reciprocal passwords training class schedules training guides online training videos CRMLS news IDX solutions and policy virtual office websites VOW rules and policy and the download center Recent Searches v MATRIX My Matrix Add Edit Realist Tax Links Hello Systems Logout amp 4 Help Index Detailed Manuals Search Help Search CRMLS Manuals Your Guides to Learning CRMLS Tools Click below to view or download am New CRMLS Features Matrix 6 0 File size approx 2MB CARETS Rules and Policies amp Hew CRULS Features Matrix 2 0 it Photo Purchase Policy CRMLS Matrix FAQ s e Basic Matrix File size approx 5MB e Intermediate Matrix File size approx 4MB e Advanced Matrix Training Guide File size approx 2MB How to Add a Listing File size approx 3MB How to Create a CMA Report File size approx 1MB Prospect amp Client Management File size approx 1MB Matrix Mobile File size approx 2MB Reciprocal Passwords Training Classes is Training Guides Detailed Manuals Quick Reference Guides Fannie Mae Short Sale Assistance Desk Download Acrobat Reader e Short Sale Assistance Desk Instructions File size approx 105KB m e Short Sale Assistance Desk Step By Step Guide File size approx 142KB Online Training Videos e Frequently Asked Questions File size approx 42KB
29. can also be emailed as a hyperlink to a client portal so that your clients will receive the most up to date information for listings you have selected EMAILING LISTINGS AS REPORTS Follow the steps below to email listings as a PDF report Before you begin make sure that you ve performed a search as described in the Searching for Listings section of this manual 1 Click the check box next to each listing you want to include in the email 2 Click the Print button C c AALSS n comu seo vy Matrix Add Edit Finance Roster stats Realist Tax 9 4 Search run 10 47 AM gt Narrowed Search run 10 47 AM D Narrowed Search run 10 47 AM Previous Next 1 7 of 7 Checked 4 All None Page Display Agent 1 Line L C12010031 H12004221 C12011862 C12040077 C12034942 H11111338 fj o amp ED I D S G C11153673 S Type A SFR D A SFR D A SFR D A SFR D A SFR D A SFR D A SFR D ste 532 761 St Name Pearlanna DR Highland PL 211 W Commercial ST 1015 Witherill ST 145 E 4th ST 333 N San Dimas Canyon RD Area 689 689 689 689 689 L S Price 242 250 4 288 800 291 000 4 299 000 350 000 359 000 4 Br Ba 3 2 00 4 2 00 3 2 00 3 2 00 3 2 00 3 2 00 1056 Chisholm CT 379 000 amp 4 3 00 Actions Refine Save Carts m Email G Print CMA 4 Directions Stats Export L3 Hello Systems Logout Recent Searches w Map Results w at 50 pe
30. ch Previous Next 1 of 1 Checked 0 ML S Type A SFR D X12060813 Ste 2681 St Name City Prismo DR EAGL 618 m Area L S Price Br Ba YrBit Display MyL_Agent 1 Line A at 10 per page Sqft Ac LSaft DOM CDOM SOC Date Expire Date SType 575 000 amp 1 1 1924 ASR 1 500 0 098 4 275 214 214 3 06 08 12 amp 06 12 13 STD 1 Pre vious Next Top 3 Once you ve verified that all of your listings have been migrated click the ML link for the first listing in the list fi My Listings 1 Show My Active Residential amp 4 l 4 Click here to run this as a Full Search Previous Next 1 of 1 Checked 0 MLS S Type 7 x12060813 z Et Mame A SFR D City Prismo DR Area L S Price EAGL 518 Br Ba 575 000 1 1 www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 19 California Regional Multiple Listing Service Inc Matrix Conversion 4 To verify that all of your listing s photographs were migrated click the Open all icon and review your photos cM MATRIX My Matrix IERI T lato E sce ca os foo KA E3 Hello Systems Logout d Recent Searches v My Listings 1 Show My Active Residential ww A Click here to run this as a Full Search Previous Next 1 of 1 Checked 0 Display Agent Full s at 1 F 2681 Prismo DR Eagle Rock 90065 ime per page List Price 575 000 550 000 Status ML APN Active
31. ck Export 4 Export 3 Records Export file format 1004MC amp 23 Back to Results 4 Follow the prompts on the screen to save the exported listings to your computer www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 50 California Regional Multiple Listing Service Inc Matrix Conversion SEARCHING FOR AGENTS AND OFFICES The Matrix platform s Roster allows you to search for Agents and Offices that are part of the CARETS database Follow the steps in these sections to search for Agents and Offices SEARCHING FOR AGENTS 1 Click the Roster tab 2 Click the Yellow Pages link under the Agent Roster section RAALS ge _ 9 4 2 Agent Roster Yellow Pages 4 Office Roster Yellow Pages D Enter your search criteria using the available fields 4 Click the Results button or tab to display a list of agents that match your search criteria Tip Use an asterisk after a partial first or last name to search for any first or last names beginning with the letters entered before the asterisk 4 Criteria Results i9 Yellow Pages Display Long w at 25 v per page ae agent information office information User ID Assistant To Office Code Office Name e e J J First Name Address 1 Address 2 e e e Middle Name Office City Office Zip Last Name s Office Email Office Website e e DRE License Number Broker ID Main Office ID i ET e A
32. d CU HUN d EObuE HUN 15 create Headers and FOO t ONS oeste iveswecubt aues Uu bepca t qo ne EE aaa dur ad dva s tesu pea Dus uta CE Pup eq UNI ar EusUE EOE ARE 16 TSC OU Bre QIU e E NEN AE E T Dom 18 CHECKIT OUr Eu qi NETT 19 Update Your SUNE S ace sent iatuetecut us ienptacbede s ua ened Past et utut issu sunbese ia Da reas dr teptste usd resepebe Bela s anne ins dece bene DEoe ir Bei ae pRrEdE 21 Check Your Saved Searches and Auto Prospects cccccesecccseccceecccencceeneeceecceeecenenseseueeeeueceeeeceeeucessueeteneeeegess 24 Re Enable Client Gateways Auto Emails ccccccsccccssecccesececeeececenececeuecseeusesseueseeeueseseueceseeaeseeeueseteuecetsuness 25 Review Additional PEOGUCES s oissobas Ee EE eaEOPUNI RH OE KISUDPIPaP EE ERE MIN ISS SUD EENE M IUS PE UD CUM FE SUN enaena Fi 29 Download the Latest Listing Input FOFMS cccccssecccsscccenecceeecceececencecenseeeneeeeeceeeusesecetsneeeeueceeeeceteusensueetens 29 ore go aiia Ee ENE eee ee ee 30 Basic SPM CN cese tte ecto san ba ae co MD EM MM R DM MD MEME A EDI Ui cM cece 30 gp SES 6 Rene eet re ema UMANE RIS PIENO MM ee Id PEDEM IC MIU MTM DINE 33 VIe WINE Searenm BeSUlE5 usse ri propitia iram mma d UEM eee IINE eee REDE UP GId EM DUE 36 PrinHhe LIST IMS QING RED OM Go accom iesu E SEMINE IMEEM NM MEMINI HMM 40 Einalling LHISUBS ooo aeos EO aires ys A EUR TUIS SI Ier vid NI Ios USE DU MIR ue sean AE I ESSI E ONU MIT ES CLIE A IUNII SUM E 42 www crmls org e T
33. dential Lease Detail Quick MLS Address Today s New Listings Create Your Own Land Lot Detail Quick MLS Address Today s New Listings Create Your Own Mobile Homes Detail Quick MLS Address Today s New Listings Create Your Own a Listing Crossproperty Cart My Listing Crossproperty 2 Detail Quick MLS Address Today s New Listings Create Your Own Note To search for Commercial Industrial properties Commercial Leases or Business Opportunities use the CARETS Commercial system instead You can access CARETS Commercial from the Links tab in Matrix www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 8 California Regional Multiple Listing Service Inc Matrix Conversion MY MATRIX TAB The My Matrix tab allows you to manage your Contacts Auto Emails Concierge Saved Searches access Sent Email s Create or Update CMA s and View your Watched Listings In addition you can manage your listings and update your account settings Cc AALSS a amp 4 Contacts 3 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings My Listings 0 Number of Listings 0 Settings l ADD EDIT TAB The Add Edit tab allows you to add listings modify listings and open house entries and retrieve partially saved listings You can also edit your contact roster information see the Updating Your Contact Information
34. dit 3 Click the Detail link on the Modify Listing screen Next you will see the Listing input wizard d 4 Modify Listing Select Form Residential Detail Change to Active Change to Backup Change to Pending Change to Sold Change to Hold Change to Withdrawn Change Contact Information Other Options Manage Photos Manage Supplements Smart Trac Create a File 4 Click the tabs to move through each section of the Listing Input Wizard and make changes to your listing as necessary C3 Hello Systems Logout cRMLS n e a Y 4 Recent Searches v Residential Detail Current Status is Active ML Number X12060813 Address 2681 Prismo Drive Eagle Rock Listing Information List Price List Price Low 3 575000 550000 5684000017 S Chevy Chase Dr County City Area Tract 1 Select a County 2 Select a City Los Angeles x Eagle Rock x 3 Select an Area 4 Select a Builder s Tract Code 618 Eagle Rock z DAMS SQUARE H The Builder s Tract Code is only required in some Areas To input a custom code see the Community Complex Builder s Tract field on the Features Land page Latitude 34 13792 Longitude 118 230 Update www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 22 California Regional Multiple Listing Service Inc Matrix Conversion All fields highlighted in yellow are required and must be filled out before
35. e Area School District 4 Downtown Area Alamitos Beach Yr Built ABC Unified Days on Market 9 or Not Acton Agua Dulce Unified Adelanto Builders Tract Code Ahwahnee t Alameda City Unified i A 9 Or Not Zip 6 Y Clear t2 Additional Fields Add www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 11 REALIST TAX TAB The Realist Tax tab allows you to access an integrated tax database that combines public records such as notice of defaults and trustee sales CRMLS listing data maps and market data in a single California Regional Multiple Listing Service Inc Matrix Conversion research tool Realist Tax covers all counties in California and is updated frequently The Links tab allows you to access additional California Regional MLS products and services For more information on the products and services you receive as part of your membership please contact your Local Association Board of Realtors eov one EEE Realist Tax Links Help Y s Multiple Counties Selected means Quick Search My Search Actions mH e TI fp oresiosure and Distressed Search Distressed Sales is F Foreclosure Indicator is Foreclosure Stage Foreclosure Case is VO MATRIX Home My Matrix Add Edit Stats Realist Tax Links D 4 Las Vegas Sunrtie Manor 395 Barstow Lancaster o Palmdale Victorville S
36. earch No Map Selected interior features County Alameda Alpine Amador Butte Calaveras Colusa Contra Costa Del Norte or C Not Cooling Central Dual Zoned Wall Window C And or Not Fireplace Bath Bonus Room Den Dining Room United States C and or Not Canada Mexico Afghanistan Albania Rooms All Bedrooms Down All Bedrooms Up Art Studio Sy cancel eve p Display Agent 1 Line e Current Price e Bedrooms 4 Saft Year Built e 4 Click Criteria to update your Saved Search criteria before turning it into an Auto Email C3 Hello Systems Logout Recent Searches v Filter Saved Searches choose a filter v My Last Run 8 2 2012 5 Review and modify your search criteria as necessary then click Save C3 Hello Systems Logout Recent Searches w v at 25 v per page Status Date e Price Status Date e Baths Total 2 Lot Size e sf v Senior Com Map Book e Legal Tract e Heating Central Furnace Zoned Baseboard Floor Furnace C And or C Not Stories One Level Two Level Three Or More Levels Split Level or C Not Interior Features 2 Staircases Attic Fan Balcony Note Saved Searches that return more than 250 listings cannot be turned into an auto Email www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 26 Calif
37. eb browser and navigate to http www crmls org and click SUPPORT 2 On the support page click Link Generator CENETA sine CALIFORNIA REGIONAL MULTIPLE LISTING SERVICE INC cet aes z HOME TRAINING SUPPORT NEWS SERVICES CONTACT RULES AND POLICIES ASSOCIATION CONTACTS PUBLIC PROPERTY SEARCH SUPPORT RECIPROCAL USER INFO System Login CRMLS Members DOWNLOAD CENTER Submit Support Request or Suggestions e Training Manuals Training Videos Multiple Listing Input Forms Support Hours Image Resizer Monday Friday 8 30am 9 00pm Saturday amp Sunday 10 00am 3 00pm Technical Support 800 925 1525 or 909 859 2040 Hote If you are needing assistance with account changes or billing please contact your Association Click Here for Association Contacts Link Generator e Smart Trac Participant Vendor Enrollment Fannie Mae Market Condition Addendum DataMaster Builder Tract Reference Tool CRMLS Mobile www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 59 California Regional Multiple Listing Service Inc Matrix Conversion 3 Enter your Public ID and Office Code in the available fields Note if you don t know your Public ID or Office code see the Searching for Agents and Offices section of this manual 4 Select a language s from the list of available languages 5 Click the Get Links button pug TECHNOLO Lent qr T Eo Saar CALIFORNIA
38. ect the number of listings you want the search results to display per page Available options are 10 25 50 or 100 listings per page 4 Criteria Map E Results Display Agent 1 Line what 25 per pagg gt 5 Your default display and search criteria options can be set by clicking on the default icon 4 Criteria Map E Results Display Agent 1 Line at 25 per pag 7 6 To generate the search results you can click on either the Map or Results button The results page will be discussed further later in this manual Note The live count button will show you how many listings match your search criteria www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 31 Special Character CRM California Regional Multiple Listing Service Inc LS Description Greater than or equal to Allows you to search for values that are greater than or equal to the value you entered When using the character it must follow the value you enter Less than or equal to Allows you to search for values that are less than or equal to the value you entered When using the character it must follow the value you enter Range Allows you specify a numeric range Either Or Allows you to enter multiple values in a single field Wildcard Searches for unknown letters and or numbers Exclude Selections Allows you to exclude listings that contain a specific value for search criteria
39. email signature 4 Click Save Email Signature when you are done entering your email signature CREATE HEADERS AND FOOTERS The Matrix platform allows you to create a Header and Footer that s appended to emails and on your printed displays and reports with a custom picture logo motto and personal contact information Follow the steps below to customize your Header and Footer 1 Click the Settings link on the My Matrix Tab Cc AALSS MATRIX Home Seg My Matrix PCGH Realist Tax amp 4 Contacts 1 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings My Listings 1 My Active Residential Settings 2 Click the Header amp Footer link c RMALS j a Y 4 Email Signature Check Spelling English Header amp Footer You have currently not selected a Header Footer package www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 16 California Regional Multiple Listing Service Inc 3 Select one of the Available Header Footer Packages Note If you do not want to include your photo in the header footer select one of the No Photo headers footers 4 Click the Next Set my Information button when you are done selecting a header footer package 5 Scroll down to the Details section and click the Click here to prefill your details link to pre fill your contact information from the Matrix roster Alternatively you can manually ente
40. eps below to update your contact information and preferred contact order 1 Click the Add Edit tab 2 Under Roster type your User ID into the Quick Modify field then click Edit C c AALSS e MATRIX Home Search VASF Add Edit Misure Realist Tax Links Help Y 4 3 Input Listing Add new or Edit existing Residential Add new or Edit existing Residential Income Add new or Edit existing Residential Lease Add new or Edit existing Land Lot Add new or Edit existing Mobile Homes Quick Modify Select Listing from My Inventory v a Edit Roster Add new or Edit existing Agent Roster Quick Modify Edit 3 Click Change Contact Information cov EE e O Realist Tax Links Help EZ Hello Systems Logout Y 4 Recent Searches w Modify Agent Select Form Change Contact Information www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 14 California Regional Multiple Listing Service Inc Matrix Conversion 4 Update your contact information and preferred contact order using the available fields 2 4 4 Change Contact Information Contact Information PublicID xtrainerag Name Systems Trainer Direct Office Phone Cell Phone Preferred Contact Order ext The preferred contact order will control which phone numbers appear in the Roster You may select up to 6 contact options Selecting no contact options will leave only your office s phone
41. es and Regulations o California Model Rules about Service Type o CARETS Data Integrity Standards e Association Contacts e Public Property Search e Reciprocal User Information for CRMLS members and non members PSU TECH LO CrhALS gt Sc E d CALIFORNIA REGIONAL MULTIPLE LISTING SERVICE INC Click Here for a List of CRMLS Member Associations System Login M ran OLOGY 28 s js iif NI Choose an MLS System by clicking on the icon below d Cms E Tempo i gt di twitter JOIN US ON b d FOLLOW US Facebook www crmls org Toll Free 800 925 1525 Phone 909 859 2040 55 California Regional Multiple Listing Service Inc Matrix Conversion TRAINING RESOURCES CRMLS takes pride in providing quality training materials and training resources to fit all of our member s schedules and individual learning styles Training resources can be found by visiting http www crmls org and clicking on the TRAINING button SS E d q TANT Way CALIFORNIA REGIONAL MULTIPLE LISTING SERVICE INC JMI AINING SUPPORT I s SERVICES ONTACT US RULES AND POLICIES HOME TRAINING SUPPORT NEW SERVICES CONTACT U ASSOCIATION CONTACTS PUBLIC PROPERTY SEARCH RECIPROCAL USER INFO TRAINING System Login Sian Up for t Click to register and view all available Califomia 3 P Regional MLS training classes held at Local Association Board of REALTORS Classroom Trai ning offices and the California Regiona
42. fer Glendora Closed Sale Pomona Expired 9 or Not 9 or O Not Area Current Price Price Status Date Ls 800000 Baths Total 2 Bedrooms 3 Type Condominium z Townhouse E Manufacture 433 Manufacture Without 433 9 Or Not Structure Attached El Saft Lot Size 1500 sf v 1 Belmont Shore Park Naples Mari 2 Belmont Heights Alamitos Heigt Year Built air Gii 3 Eastside Circle Area 4 Downtown Area Alamitos Beach 9 Or O Not Zip Code Map Book Previous Next 1 25 of 34 ML C12010031 H12004221 C12011862 C12040077 C12034942 H11111338 C11153673 C12041816 112017398 Detached Attached Street Street Name Unit Number Street Direction North East South West M Or Not Listing Date Expiration Date Modification Date Y Clear 34 matches Type SFR D SFR D SFR D SFR D SFR D SFR D SFR D SFR D SFR D Checked 0 Builder s Tract Code Ea Map Search No Map Selected County Alameda Alpine Amador Butte 9 or Not Street Suffix Avenue Boulevard Drive Road or Not Pending Date COE End Date Date Entered E Map Results D All None St Name Pearlanna DR Highland PL W Commercial ST Witherill ST E 4th ST N San Dimas Canyon RD Chisholm CT
43. fornia Regional Multiple Listing Service Inc Matrix Conversion SEARCHING FOR OPEN HOUSES Follow the steps below to search for Public Broker and Office Open Houses 1 Click the Search tab then click the Quick link under Open House cRAMALS j A e f Residential Cart My Residential 1 Detail Quick MLS Address Today s New Listings Create Your Own Residential Income Detail Quick MLS Address Today s New Listings Create Your Own 3 Residential Lease Detail Quick MLS Address Today s New Listings Create Your Own Land Lot Detail Quick MLS Address Today s New Listings Create Your Own amp Mobile Homes Detail Quick MLS Address Today s New Listings Create Your Own 3 Listing Crossproperty Detail Quick MLS Address Today s New Listings Create Your Own Open House Quick 2 Enter your search criteria To select more than one item in a field hold the CTRL key on your keyboard while clicking the desired items To deselect an item hold the CTRL key on your keyboard and click the item you want to remove cRMLS com s ESE Sse uid 9 4 Recent Searches v 4 Criteria E Map Results Bi Quick Display Agent 1 Line v at 25 v per page 5 open house search Tour Date Area City e 0 e E 29 Palms 0 Acampo 1 Belmont Shore Park Naples Marina Pac Bay Hrbr Act Open House Type 2 Belmont Heights Ala
44. ient you should leave the Message field blank This will send out a message welcoming your client to the Portal and provide them with general information on how to work with the Portal 12 Select Make available for Reverse Prospecting to allow a listing agent to see if their listing was sent in an auto email 4 Settings f Enabled C Disabled Concierge Enable concierge mode V Make available for Reverse Prospecting Schedule ASAP Emails are sent as soon as possible Daily Emails are sent on the days you choose Sun Mon Tue Wed Thu Fri Sat v All AM Iv AM Iv AM Iv AM lv AM lv AM lv AM lv AM Fr AI PM PM PM PM PM PM PM PM Y Clear Monthly Emails are sent on the first of the month at midnight Note Client information is never shared with Listing Agents when Heverse Prospecting is enabled 13 Select a Schedule setting to specify when auto emails are sent to your client The Daily setting allows you to send emails every day at 8 00 a m or 6 00 p m the ASAP setting sends auto emails as soon as possible and the Monthly setting sends emails at midnight on the first of the month 14 Click the Save button to save your Auto Email Note If your Auto Email returns more than 250 listings you will receive a message letting you know that your Auto Email has been disabled To reactivate your auto email access your Saved Search in the My Matrix tab narrow your search criteria and re activa
45. ional Multiple Listing Service Inc Matrix Conversion 4 Click the To or CC button to select a recipient from your contact list You can also manually type your client s email address in the To field Separate multiple recipients by putting a semi colon after each entry G4 Email 4 Listings From Systems Trainer crmls org gt To Ce Create a New Contact C Bec me a copy of this message You have selected 1 display to email Display Customer Full Subject Email Body Characters Remaining 4092 Check Spelling English eo Cancel I Note To select more than one contact in your contact list hold down the CTRL key on your keyboard as you select them If your email address does not appear in the From field you will need to add your email address to your account see the Updating Your Contact Information section in this manual for details o dl cai Click the Bcc me a copy of this message checkbox to receive a copy of the email you are sending Enter a subject for the email in the Subject field Enter a message for your client in the Email Body field Click the English link to spell check the message you typed in the Email Body field Click the Send button to email the selected report to your client in PDF format www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 49 California Regional Multiple Listing Service Inc Matrix Conversion EXPORTING SEAR
46. ish oon DED Note To select more than one contact in your contact list hold down the CTRL key on your keyboard as you select them www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 44 California Regional Multiple Listing Service Inc Matrix Conversion 4 Click the Bcc me a copy of this message checkbox to receive a copy of the email you re sending Enter a subject for the email in the Subject field Enter a message for your client in the Email Body field Click the English link to spell check the message you typed in the email body field Click the Preview button to preview how the properties will appear to your recipient once they click on the link contained in their email ped o 2 i Office 800 925 1525 Systems Trainer Fax 803 859 2050 California Regional MLS These Listings were manually emailed to you on Wednesday June 20 2012 9 31 AM 1 4 of 4 1 Previous Next Bottom 53d Received ML Status St Street Name i Area MB L S Price Sqft Built F12038025 Active 331 W Baseline RD 689 220 000 1 393 A 1952 ASR M12027225 Active 305 W 3rd St 689 250 000 840 A 1925 ASR 22160412 Active 117 W COMMERCIAL ST 279 500 amp 960 P 1912 ASR Ey Ew Fw uj C12034052 Active 1240 Hidden Creek RD 290 000 4 1 321 A 1987 ASR EE E E m an us Next Top a Print Map 9 Click the Send button to email the selected listings as link
47. l MLS office in San Dimas CA California Regional MLS webinars Webinar Training Click and choose your MLS platform to view pre recorded Online Videos training videos for all available product offerings such as Matrix Tempo and Realist z l Sign Up for i Click to register and view all available Click and choose your MLS Platform to download Documentation manuals and quick reference quides for all available product offerings such q J P z as Matrix Tempo and Realist CRMLS offers the following types of training e Instructor Led Classroom Training Classroom style training classes held at your local association Check the training calendar for a list of available classes e Hands on Training Classroom style training classes held at the CRMLS offices in San Dimas Seating for these classes is limited so be sure to sign up early e Webinar Training Web Conference On line training classes that can be taken from the comfort of your home or office requires high speed internet access e Online Videos Learn at your own pace with our on demand video tutorials e Product Documentation Download PDF copies of product manuals or download replacement training materials requires Adobe reader 7 0 or later www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 56 California Regional Multiple Listing Service Inc Matrix Conversion CUSTOMER CARE CRMLS takes pride in providing expert cust
48. llow Pages 4 Office Roster Yellow Pages www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 10 Matrix Conversion California Regional Multiple Listing Service Inc Matrix Conversion STATISTICS TAB The Stats Statistics tab allows you to analyze market trends and activity based on property type such as Residential Residential Income Residential Lease Land Lot Mobile Homes and Cross property You can create statistical charts and graphs and export statistical data System presets allow you to quickly generate standard charts and graphs or customize them with your own parameters to create a higher level view of the market cRMALS conus EET 3ETIESI elo Systems Logout 2 Residential Recent Searches v Presets Customize Resi Inc Search System Presets gt Resi Lease Type Map Selected Single Family Residence Land Lot Price Days on Market and Price Condominium 3 County Historic Count of Sales by Month Townhouse Mobile Alameda Historic Sales x Price Range Manufacture 433 Wal cept F Alpine garonne Original Price vs Sold Price Manufacture Without 433 Amador e oc Pomona Butte Or Not San Dimas Calaveras Baths Total b C4 ula Structure Attached 9 Or Not Or Not Detached E Saft Attached Area 6 Ei 1 Belmont Shore Park Naples Mari l Lot Size or Not 2 Belmont Heights Alamitos Heigh sf 3 Eastside Circl
49. ly click the Name link To search for a contact type a name in the Search field MATRIX Home Search My Matrix Biz Realist Tax Links Help Hello Systems Logout 2 Recent Searches w amp Active Contacts 1 f Filter Contacts choose a filter x Email Category 4 My Last Use Last Portal Visit a J P e E Buyer Mister none none com Open house prosp 10 2 2012 never Import Export All Note Contacts must contain a first name last name and e mail address otherwise they will not migrate to Matrix If you are missing any contacts please contact CRMLS Customer Care for assistance www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 18 California Regional Multiple Listing Service Inc Matrix Conversion CHECK YOUR LISTINGS Follow the steps below to verify that all of your listings were migrated to the Matrix platform 1 Click the My Listings link on the My Matrix tab Ec IE Ee 9 Contacts 1 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings My Active Residential Settings 2 Verify that all of your listings were migrated to the Matrix platform If you have multiple listings you may need to click the Next link at the bottom of the list to move to subsequent pages of listings amp s My Listings 1 C3 Hello Systems Logout Recent Searches w Show My Active Residential e Click here to run this as a Full Sear
50. mitos Heights pe x Brokers 3 Eastside Circle Area A dn Public 4 Downtown Area Alamitos Beach A es IA Office Company 5 Wrigley Area erial Acres Afton or Not or Not G C Or Not Map Search No Map Selected Street Name MB e e Bathrooms SqFt e e additional search fields Property Type Status List Date Year Built Residential 4 e 4 e e Residential Lease 5 Pending Sale Residential Income Backup Offer Land Lot Y Closed Sale ae Leased Or Not Expired Canceled Detached Attached Hold Do Not Show or C Not or Not Lot SqFt e Clear 1958 matches ESE econ E Additional Fields Add www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 53 California Regional Multiple Listing Service Inc Matrix Conversion Note If you need help entering search criteria click the icon next to the field you need help with For a list of special characters allowed for search fields refer to the additional search options on page 32 of this manual 3 Click the Results tab to view Open Houses that match your search criteria www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 54 California Regional Multiple Listing Service Inc Matrix Conversion CRMLS CARE RESOURCES CRMLS WEBSITE The CRMLS web Site located at http www crmls org contains the following tools and resources e Rules and Policies o Carets Standardized Rul
51. navigation More expands on Address hover Today s New Listings Click More to access additional search options CMA Create Your Own Home Tab includes Matrix news Market Watch Hot Sheets Favorite Searches and various other widgets that allow you to access different features Search Tab allows you to access and search for listings in Residential Residential Income Residential Lease Land Lot Mobile Cross Property Open House and Property History My Matrix Tab contains your Contacts Auto Emails Saved Searches Sent Emails CMA s Watched Listings My Listings and Settings Add Edit Tab includes the ability to Add Modify Listings Open Houses and the option to change your personal contact information Finance Tab offers the ability to calculate net sheets and utilize other personal financial calculators Roster Tab allows you to search for other agents and offices in the Matrix system Stats Tab allows you to pull statistical reports based on MLS data for various property types Realist Tax Tab allows you to search property tax record information and compile farm packages Links Tab contains links to additional products and services that you can access Help Tab contains the data integrity standards photo policy FAQ reciprocal passwords links to training classes manuals quick reference guides video tutorials and other helpful tools www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 6
52. nd Sunday from 10 00 a m to 3 00 p m Toll Free Number 800 925 1525 On the web http www crmls org support www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 57 California Regional Multiple Listing Service Inc Matrix Conversion APPENDIX SEARCHING FOR LISTINGS ON YOUR MOBILE DEVICES CRMLS Mobile powered by the Matrix platform allows you to search for Listings from your mobile devices Follow the steps below to get started 1 Open your mobile device s web browser and navigate to http www crmlsmobile com 2 Enter your User ID and Password in the fields 3 Click the Login button and start searching for listings Note Access to CRMLS Mobile is free however your wireless carrier may charge extra for Internet data usage on your mobile device Please contact your wireless carrier for Internet data rates and charges CRMLS California Regional Multiple Listing Service Inc UserID Password If you have any questions please call the CRMLS Customer Service Department between the hours of 8 30am to 9 00pm Monday thru Friday or 10 00am to 3 00pm Saturday and Sunday at 800 925 1525 or 909 859 2040 matrix www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 58 California Regional Multiple Listing Service Inc Matrix Conversion ADDING A PUBLIC SEARCH LINK TO YOUR WEBSITE Follow the steps below to add a public search link to your website 1 Open your w
53. ne Save Carts 1 Previous Next E Email Print CMA Directions Stats Export ML C12010031 List Price 242 250 532 Pearlanna Dr San Dimas 91773 4 MLz H12004221 List Price 288 800 761 Highland Pl San Dimas 91773 y ML C12011862 List Price 291 000 211 W Commercial St San Dimas 91773 4 ML z C12044738 List Prce 299 000 1410 W Tudor St San Dimas 91773 ET oun het 5 Raging Waters 5o Dunas n n Lc eS LLL 2500 500m ez NAVTEQ 2012 Microgoft Corporation P Beck to Results W Email 2 Prine Add Start Add Stop Turn by Turn Directions Total distance 4 0 Miles ML C1 201003 List Price 242 250 532 Pearlanna Dr San Dimas 91773 Start Depart Pearlanna Dr toward W Gladstone St 0 2 Miles 1 Turn right onto W Gladstone St end then immediately turn right onto N Amelia Ave 0 2 Mules 2 Turn right onto Highland PI 2 1 Miles 3 Arrive st Highland PI MLz H12004221 Lest Price 288 800 761 Highland Pi San Dimas 91773 Deport Highland PI towsrd N Amelia Ave 0 1 Miles Tum left onto N Amelia Ave and then immediately turn right onto W Sth St 0 3 Miles Turn right onto N Eucla Ave 0 3 Miles Turn left onto W Bonita Ave 0 3 Miles Turn right onto Cataract Ave 0 1 Mies Turn left onto W Commercial St Arrive at W Commercial St on the left ML C12011062 List Price 291 000 211 W Commercial St San Dimas 91773 Depart W Commercial St toward S Drifton Ave Turn lef
54. nerate a Pre foreclosure search and Mailing Labels This is the same version of Realist Tax that you ve known over the past years Access Realist Tax 2 0 to find property tax data in all 58 counties of California Generate a Pre foreclosure search and Mailing Labels This new generation of Realist Tax is an entirely new Realist Realist 2 0 requires Flash support our browser listin dos to help u fy Greate ton pr L Tfi KET naly reports in the office and on the go Cloud CMA works with most smartphones and tablet so you can create and send reports from anywhere RealtyTrac is the nation s 1 source for foreclosure information providing you with exclusive access to over 1 5 million foreclosure properties nationwide as well as a wide range of member benefits to help you succeed in the real estate marketplace CRMLS customers get full access to RealtyTrac at just 19 95 a month or 199 00 a year Smart Desk formerly rDesk is a contact management system that can be accessed directly or from the CRMLS Matrix Platform Smart Desk integrates vital business tools into a single personalized real estate portal where agents can manage their daily activities as well as access helpful marketing tools www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 12 California Regional Multiple Listing Service Inc Matrix Conversion HELP TAB The Help tab contains searchable links to helpful information such
55. o select a search region on the map by drawing boundaries around the desired areas You can choose to draw a radius rectangle or a polygon Examples of all three are shown below 25 of 25 Checked 0 All None Page iW WE Automatic W Juanita Ave E Juanita Ave E Arrow Hwy E Arrow Hwy N Sunflower Ave N Glendora Ave N Barranca Ave N Grand Ave rcr m4 E Q N Banna Ave A 2 3 o z a lt Ig H E 5 E Z x av E Badillo St EB Walnut Creek Wilderness Park E Puente St 4 S Grand Ave 9a 7 lt Lom a verne ee via Bde Country Club EN e VIA VERDE a Vista b Criteria Map E Results Jump to wv 4p N San Dimas A PORATE CENTER E Arrow Hwy Waters San i Dimas p Puddingstone Reservoir Sep aes Z Frank G Bonelli R Note When using the map search do not select a city or MLS area in the basic search criteria page as this may conflict with the search regions you draw and could result in no listing matches www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 35 California Regional Multiple Listing Service Inc Matrix Conversion VIEWING SEARCH RESULTS From the Search page click on the Results tab or the Results button w at 25 v per page lt 4 Criteria R Detail Display Agent 1 Line Status City List Price Status Date Adelanto Pending Sale z Arcadia 3 Backup Of
56. oll Free 800 925 1525 e Phone 909 859 2040 1 CrRAALS gt California Regional Multiple Listing Service Inc Matrix Conversion Emailing Listings as ReDOFIS eiui ncpacte secrete vane caieteot nd ausa i60 Guinas rises cine stones ness T 42 Emane MVS MNS ds NICS eoe ates A nance ces OAE OENE TEO OE 44 DUG DECON ETE oem 46 EPONE SCI GIN ReSDIES decora spac eee EEA EAEE E E 50 Searchine Tor Acente and ONG cQ T TTE 51 i gel alla 2a Ke gl Ted a cee ee ne ene oe ee ee ee E ree ene eee ee ee eer 51 c ge qa TOO CO Sis RR T T m 52 SearebiHg For ODOM WOU SCS oeconomia a cma etm eH e au CM MEM MEI M MM E VM mace nearer 53 ERES Care ReSOLITCBS iens imei nn re ORE nee ee re Ed er iue e pudet meii e 55 ADDS DG tium EMMERICH p MM EM MEE MERE MEME M MM eee 58 Searching for Listings on Your Mobile DEVICES i irovck ea Feat s awe rab RS ER EFOF Yo PES a RR dpa EYE Lbs Ck3 S9 YekT E CE Sus o UE Ro cix a 58 Adding a Public Search Link to Your WOeDSIEG uei n esvesit laesus epuz skdbur et cbutvevs qul di ss ag e r awk Cea bur ts ebat en sevo natiera 59 www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 2 California Regional Multiple Listing Service Inc Matrix Conversion WELCOME Welcome to the CRMLS Matrix platform Matrix is the industry s top rated MLS platform offering an ultra modern and flexible environment This manual will help you verify that all your information was migrated from
57. olution Manual contains complete details on exporting comparables from the Matrix platform and using the 1004MC Solution spreadsheet www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 29 California Regional Multiple Listing Service Inc Matrix Conversion SEARCHING FOR LISTINGS BASIC SEARCH Follow the steps below to perform a search for listings This example will guide you through performing a basic Residential search however the steps for performing a Residential Income Residential Lease Land Lot or Mobile Home search are similar 1 The Matrix platform s navigation menu bar allows you to access the search features in several ways When you hover over the search tab you will see a drop down menu from which you can select the type of search you want to run C AALS d gm a MATRIX Home Search Madia ae ns sns Stats Q Realist Tax gt Residential Detail Secondary Detail Quick lt search m m Fi n 1 u Cross Property MLSs navigation More expands on Address hover Today s New Listings Click More to access an Cart My List n additional search options Create Your Own amp External Alternatively you may click on the search tab itself to view all the search options on one screen such as in the picture below 9 GY Residential Detail Quick MLS Address Today s New Listings CMA Create Your Own Resi Inc Detail Quick MLS Address Today
58. omer support to all of our members Our Customer Care staff is prepared to assist you with any CRMLS Matrix platform questions you may have technical issues or trouble shooting assistance To contact our Customer Care department visit our website at http www crmls org and click on the SUPPORT button Then click the Submit Support Request or Suggestions link to submit an online support request or suggestions we value your suggestions cows nl CALIFORNIA REGIONAL MULTIPLE LISTING SERVICE INC RULES AND POLICIES HOME TRAINING SUPPORT NEWS SERVICES CONTACT US AS B f ASSOCIATION CONTACTS PUBLIC PROPERTY SEARCH SUPPORT RECIPROCAL USER INFO System Login CRMLS Members DOWNLOAD CENTER Submit Support Request or Suggestions o Tr NS Training Videos Multiple Listing Input Forms Support Hours image Resizer Monday Friday 8 30am 9 00pm Saturday amp Sunday 10 00am 3 00pm Technical Support 800 925 1525 or 909 859 2040 Hote If you are needing assistance with account changes or billing please contact your Association Click Here for Association Contacts Link Generator Smart Trac Participant Vendor Enroliment Fannie Mae Market Condition Addendum DataMaster LE Builder Tract Reference Tool CRMLS Mobile If you need immediate assistance our Customer Care technicians are available to answer your questions Monday through Friday from 8 30 a m to 9 00 p m and on Saturday a
59. orite Searches widget displays up to 12 of your saved searches The External Links widget gives you access to additional CRMLS products and MLS systems such as Sandicor MLS MLSListings Inc Realist Tax Listingbook Cloud CMA and others The My Listings widget displays your current listings and any listings that will be expiring within two weeks The My Stats widget allows you to access your customized statistical reports The Recent Portal Visitors widget displays a list of clients that have viewed listings sent to them on your behalf via the Auto Email feature in the Matrix The Recent Use Contacts widget displays a list of your most recently clients in the Matrix The Additional widget will store all the widgets not in use on your Home tab www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 7 California Regional Multiple Listing Service Inc Matrix Conversion SEARCH TAB The Search tab allows you to search for listings by property type including Residential Residential Income Residential Lease Land Lot Mobile Homes and Listing Cross Property You can also search for Open Houses Caravans Property History and Change Type History MATRIX e My Matrix Add Edit Realist Tax w 4 Residential Cart My Residential 3 Detail Quick MLS Address Today s New Listings Create Your Own Residential Income Detail Quick MLS Address Today s New Listings Create Your Own x Resi
60. ornia Regional Multiple Listing Service Inc Matrix Conversion 6 Click the Turn this Saved Search into an Auto Email link da Settings for San Dimas Homes Smith Family Search Name San Dimas Homes Smith Family Contact Buyer Mister x Create a New Contact V Enable as Favorite Search on Home tab 12 maximum Criteria Status is Active City is San Dimas Type is Single Family Residence Bedrooms is 4 Baths Total is 2 o ce ED 7 Verify that the Contact selected is correct in the drop down list VY EJ Turn this Auto Email into a Saved Search 4 Settings for San Dimas Homes Smith Family amp Recipients Contact Buyer Mister To Buyer Mister GC BCC me a copy of all emails Subject Message Check Spelling English 8 If you want to send the auto email to an additional email address enter the address in the CC field 9 Select BCC me a copy of all emails to receive a blind carbon copy of auto emails sent to the client 10 Enter a subject for the email in the Subject field 11 Matrix will automatically populate the Message field If you want to add a personal message before the auto populated text enter it in the Message field www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 27 LS California Regional Multiple Listing Service Inc Matrix Conversion Note When sending the initial auto email to a cl
61. our listing Note If you are missing listings or notice any problems with your listings please contact CRMLS Customer Care UPDATE YOUR LISTINGS some fields that were not required or that did not exist in Tempo may now be required fields in the Matrix platform To avoid potential violations you will need to update all of your listings and fill out all newly required fields Follow the steps below to update your listings 1 Click the Add Edit tab coe hALS comu TIED Finance Realist Tax 3 ri Add new or Edit existing Residential Add new or Edit existing Residential Income Add new or Edit existing Residential Lease Add new or Edit existing Land Lot Add new or Edit existing Mobile Homes Quick Modify Select Listing from My Inventory eu i sii Edit www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 21 California Regional Multiple Listing Service Inc Matrix Conversion 2 Select the first listing you want to modify in the Quick Modify drop down menu a Input Listing Add new or Edit existing Residential Add new or Edit existing Residential Income Add new or Edit existing Residential Lease Add new or Edit existing Land Lot Add new or Edit existing Mobile Homes Quick Modify Select Listing from My Inventory 3 ly Inventory X12050813 Active 2661 Prismo Drive Eagle Rock CALIFORNIA 90065 Note You can also type the Multiple Listing Number in the ML field and click E
62. putting a semi colon after each entry G4 Email 4 Listings From Systems Trainer crmls org gt To Ce Create a New Contact C Bec me a copy of this message You have selected 1 display to email Display Customer Full Subject Email Body Characters Remaining 4092 Check Spelling English eo Cancel I Note To select more than one contact in your contact list hold down the CTRL key on your keyboard as you select them If your email address does not appear in the From field you will need to add your email address to your account see the Updating Your Contact Information section in this manual for details o dl cai Click the Bcc me a copy of this message checkbox to receive a copy of the email you are sending Enter a subject for the email in the Subject field Enter a message for your client in the Email Body field Click the English link to spell check the message you typed in the Email Body field Click the Send button to email the selected report to your client in PDF format www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 43 California Regional Multiple Listing Service Inc Matrix Conversion EMAILING LISTINGS AS LINKS Follow the steps below to email listings as links Before you begin make sure that you ve performed a search as described in the Searching for Listings section of this manual 1 Click the check box next to each listing
63. r page 5 YrBit 1955 ASR 1973 ASR 1955 ASR 1964 ASR 1947 ASR 1957 ASR 1989 ASR Saft 1 758 1 932 1 754 1 547 1 561 1 763 2 050 Ac LSqft 0 220 9 680 0 450 19 602 0 160 6 853 0 181 7 903 0 147 6 405 0 190 8 393 0 140 6 108 1 Previous Ne 3 Select any of the customer displays from the Primary Report tab or listing reports from the Additional Reports tab you want to email and then click the Email PDF button amp Print 4 Listings Print which format s To s my My Custom Display Tag Agent 1 Line Agent Thumbnail Agent Short Office Agent Medium Agent Full Single Agent Full Agent Full No Photo Agent 1 Page Agent 1 Page No Photo Customer 1 Line Print agent header amp footer Print search criteria Ink saver if any don t print images Customer Thumbnail Customer Brief Customer Full No Photo Customer Flyer Customer Feedback Hot Sheet Multi Map lt P Back to Results 4 Email PDF E Print to PDF 4 Preview E elect multiple at once hold Ctrl while you click option key on a Mac Primary Reports Additional Reports www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 42 CrRAALS gt California Regional Multiple Listing Service Inc Matrix Conversion 4 Click the To or CC button to select a recipient from your contact list You can also manually type your client s email address in the To field Separate multiple recipients by
64. r your contact information The information you enter will be displayed on all of your client portal and report headers and footers Cz ceAALES MATRIX My Matrix BEGETEZTLM O ELE Y Available Header Footer Packages Matrix Conversion Realist Tax Links Help The following templates are the headers from available packages They contain sample data and demonstrate what your Header could look like Depending on your information the format may vary To disable a header footer select the I choose not to use a header footer at this time option below then click the Save button I choose not to use a header footer at this time Upload custom header footer images Lighthouse Office 555 123 1234 Cell 123 123 1234 Fax 123 123 1234 jsmith noplace com DRE License 1234567 Lighthouse No Photo AE Sik moe Vie dt dor Gos Office 555 123 1234 E License 1234567 Property Specialist WeSell Realty Services S lm Have a Nice Day Office 555 1 23449234 S AICOI AL TAL Fax 123 123 1234 jsmith noplace com DRE License 1234567 Property Specialis WeSell Realty Services Have a Nice Day Fil secans a chr iar ien simal Some ofthe feds may appea n both the header Chck h RI Lui deta is bas sed an you agent E ck the 7 mpm to see what y nformatio r header footer ster 1 a dis inde First Name Last Name Public Ema Address
65. rarily allow pop ups martScreen Filter gt Always allow pop ups from this site Manage add ons Turn off Pop up Blocker Compatibility View Pop up Blocker settings Compatibility View settings Subscribe to this feed Feed discovery gt Windows Update F12 developer tools Send to Bluetooth Device OneNote Linked Notes Send to OneNote Internet options http crmls org CRMLS Website http www mrmlsmatrix com CRMLS Matrix http realist2 firstamres com Realist Tax http trm marketlinx com Smart Fax Pop up Blocker Settings Exceptions 7 Pop ups are currently blocked You can allow pop ups from specific websites by adding the site to the list below Allowed sites cmis org mmismatrix com tempo socalmls com realist2 firstamres com tm marketlinx com Notifications and blocking level Play a sound when a pop up is blocked V Show Notification bar when a pop up is blocked Blocking level Medium Block most automatic pop ups Leam more about Pop up Blocker For information on allowing pop ups from CRMLS products in other Internet browsers or security software refer to your application s documentation www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 4 California Regional Multiple Listing Service Inc Matrix Conversion ACCESSING THE CRMLS MATRIX PLATFORM Follow the steps below to access the CRMLS Maitrix platform from our web
66. s to your client www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 45 California Regional Multiple Listing Service Inc Matrix Conversion DRIVING DIRECTIONS Follow the steps below to get driving directions for listings Before you begin make sure that you ve performed a search as described in the Searching for Listings section of this manual 1 Click the check box next to each listing you want to display on a map 2 Click the Directions button Recent Searches w Cc ce AALSS MATRIX elim Search MUMUELGPSB GS zs Realist Tax C3 Hello Systems Logout 9 A Original Results gt Narrowed Original Results Narrowed Original Results 4 Map Results Previous Next 1 7 of 7 Checked 4 All None Page Display Agent 1 Line iw at 25 per page 4 ML S Type Ste St Name i L S Price Br Ba YrBlt Saft Ac LSaft C12010031 A SFR D 532 Pearlanna DR 242 25044 3 2 00 1955 ASR 1 758 0 220 9 680 C12039222 A SFR D 437 N Lone Hill AV 267 800 3 2 00 1957 ASR 1 121 0 205 8 945 H12004221 A SFR D 761 Highland PL 288 800 4 2 00 1973 ASR 1 932 0 450 19 602 C12034052 A SFR A 1240 Hidden Creek RD 290 000 44 3 3 00 1987 ASR 1 321 0 065 2 846 C12011862 A SFR D 211 W Commercial ST 291 00044 3 2 00 1955 ASR 1 754 0 160 6 853 C12040077 A SFR D 1015 Witherill ST 299 000 3 2 00 1964 ASR 1 547 0 181 7 903 C12044738 A SFR D 1410 W Tudor ST 299 000 3 2 00 1959 ASR 1 386 0 172 7 473 I F3 ISI C3 IS 3I S C3 Refi
67. site 1 Open your web browser and navigate to http www crmls org 2 Click CRMLS Matrix button ij LS Cmm Le P 18 E Lh pind CALIFORNIA REGIONAL MULTIPLE LISTING SERVICE INC ee m Click Here for a List of CRMLS Member Associations HOME TRAINING SUPPORT NEWS SERVICES CONTACT US RULES AND POLICIES ASSOCIATION CONTACTS PUBLIC PROPERTY SEARCH RECIPROCAL USER INFO Choose an MLS System by clicking on the icon below twitter JOIN US ON FOLLOW US Facebook 3 Enter your SCOUT Login information and click Login Note Your User ID Password and Secret questions remain the same as in Tempo et ol California Regional Multiple Listing Service Inc SCOUT Login Login 4 After successful login in you will see the CRMLS Matrix home screen which we will discuss in the next section www crmls org Toll Free 800 925 1525 e Phone 909 859 2040 5 California Regional Multiple Listing Service Inc Matrix Conversion CRMLS MATRIX PLATFORM NAVIGATION OVERVIEW The CRMLS Matrix platform s navigation menu bar is geared towards reducing the number of clicks required for navigation throughout Matrix When you hover over certain tabs you will see a drop down menu with additional navigation options 1 2 ae WD en MATRIX Home Search OP MOE uq mr za Stats A Realist Tax Links Residential Detail itt Secondary sa Quick search mm ea e Serer
68. ssociation Languages Spoken Amador Abkhazian Arcadia E Durbank Afrikaans Chico Citrus Valley Albanian And or 9 Or Not other contact information Cell Home e e Direct Ofc Phone Toll F e e Fax Voice Y Clear 250 matches E Additional Fields Add www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 51 California Regional Multiple Listing Service Inc Matrix Conversion SEARCHING FOR OFFICES 1 Click the Roster tab 2 Click the Yellow Pages link under the Offices category MATRIX My Matrix Add Edit Finance Stats f Realist Tax a E amp Agent Roster Yellow Pages 4 Office Roster Yellow Pages 2 Enter your search criteria using the available fields 4 Click the Results button or tab to display a list of agents that match your search criteria Tip Use an asterisk after a partial office name to search for any offices beginning with the letters entered before the asterisk ccm My Matrix Add Edit IER en d 4 Recent Searches w 4 Criteria Results Ug Yellow Pages Display 1 Line at 25 per page 5 yellow pages search Office Code Office Name Office DRE Association Amador Arcadia Burbank Chico Citrus Valley 9 or O Not Y Clear 250 matches lE Additional Fields Add www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 52 Cali
69. t onto S Cataract Ave 0 4 Miles Road name changes to W Covina Blvd 1 2 Miles Turn right to stay on W Covina Blvd 0 2 Miles Turn right onto S Valley Center Ave 0 2 Miles Turn right onto W Tudor St 0 1 Mies Arrive st W Tudor St ML C12044735 List Price 299 000 1410 W Tudor St San Dimas 91773 www crmls org Toll Free 800 925 1525 e Phone 909 859 2040 46 California Regional Multiple Listing Service Inc Matrix Conversion 3 From the driving directions screen you can do the following a Click Add Start or Add Stop to add a starting or stopping location b Click and drag a listing above or below another listing to change the order c Click the X next to a listing to remove it from the list amp CR hALS MATRIX Search BIO MUEISS SB e ae i aisr 100 ME 306 1 he Re center Layers ES T Big 322 ui dd S 2 UN F z EN t 4 JUUHUWELMvE When you re done adding starting and stopping locations changing the order of the listings or removing listings click the Directions button again to update the driving directions Automatic LOI Essex St N iiia ARROW HIGHWAY Claraday St Ruler Legend DOWNTOWN 45 iE POMPE AL SPORTS PARK Ww lt i St E Gladstone St Lone Hilt Park yj ouo N 34 W Arr 3 a N San Dimas Ave TI j TE CEN TER E Arrow Hwy S Lone Hill Ave ve cai 2 Raging Waters San Dimas 5 2 Po fone Dr Cunayuy g
70. te the Auto Email If necessary you can set up multiple saved searches for a single client www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 28 California Regional Multiple Listing Service Inc Matrix Conversion REVIEW ADDITIONAL PRODUCTS If you are using a back office system or a third party application that utilizes MLS data you will need to contact the vendor to ensure that those systems are functioning properly post conversion IDX links created in Smart Desk should continue to function however it is recommended that you check the links after conversion See the Smart IDX User Manual for instructions on creating Smart IDX links Note If you encounter any issues with Smart IDX links please contact CRMLS Customer Care for assistance The following CRMLS products will automatically be updated during the conversion process Mercado Goomzee Cloud CMA Smart Desk CARETS Commercial up to two day delay for access and Listingbook up to one week delay for access DOWNLOAD THE LATEST LISTING INPUT FORMS Before you add or modify listings be sure to download the new Listing Input Forms by clicking the following link http www crmls org centsite listing input forms htm Download the Latest 1004MC Solution and Manual Before generating a 1004MC report download the latest versions of the CRMLS 1004MC Solution and 1004MC Solution Manual from the Download Center on the Matrix platform s Help tab The 1004MC S
71. tus Area Selling Price List Price Note If you have a large number of Saved Searches you can filter them using the Filter Saved Searches drop down menu www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 25 California Regional Multiple Listing Service Inc C c AALSS 9 434 Saved Searches 1 L Subject San Dimas Homes Smith Family Settings criteria Jresutts Date Since Status is Active City is San Dimas Type is Single Family Residence Bedrooms is 4 Baths Total is 2 Search Contact Name Market Update Delete Ordered by Status Area Selling Price List Price Matrix Conversion Description cRAALS Detail basic Status o C Pending Sale Backup Offer Contingent Show Closed Sale or C Not Type e z Condominium Townhouse Manufacture 433 Manufacture Without 433 or C Not Structure Attached Detached Attached location Street e Street Direction North East South or C Not Street Name e Street Suffix Avenue Boulevard Drive or C Not Unit Number Y Clear 23 matches Country A SFR 4 2 San Dimas 2 City more click or C Not Area e 1 Belmont Shore Park Naples Mar 2 Belmont Heights Alamitos Heigl 3 Eastside Circle Area 4 Downtown Area Alamitos Beacl or C Not Builder s Tract Code l Map S
72. ww crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 23 California Regional Multiple Listing Service Inc Matrix Conversion CHECK YOUR SAVED SEARCHES AND AUTO PROSPECTS save Searches and Auto Prospects from Tempo were migrated to the Matrix platform as saved searches Follow the steps below to verify that your Saved Searches and Prospects were migrated to Matrix Note Auto Prospects that were migrated to Matrix have been disabled To re enable your Auto Prospects refer to the Re enable Client Gateways Auto Emails section in this manual 1 Click the Saved Searches link on the My Matrix tab u 2 Contacts 1 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings R My Listings 1 My Active Residential 4 Settings 2 Verify that your saved searches were migrated o 2 Recent Searches MONTOS 1 Search Filter Saved Searches choose a filter E Subject Contact Name Description My Last Run E San Dimas Homes Smith Family 8 2 2012 Note Due to field level differences between the Matrix and Tempo platforms a small number of Saved Searches and Prospects may not migrate to the Matrix platform If you are missing any Saved Searches or Auto Prospects contact CRMLS Customer Care www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 24 California Regional Multiple Listing Service Inc Matrix Conversion
73. www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 33 California Regional Multiple Listing Service Inc Matrix Conversion 3 Click and hold on the map as you move your mouse in order to pan the view and locate an area for searching You can also zoom into or out of an area by using the controls on the map as displayed below The listings will auto populate and will be identified by a pin in the map 4 Criteria Map Results 19 of 500 Checked 0 pE Jumpto v 4 Automatic v Listings identified by an icon 9 Frank G Bonelli Regiorial Avenida Ladera MAP SEARCH TOOL BAR The map search tool bar includes a robust selection of tools to maximize efficiency when working with the map 4 Criteria l Map E Results irs All Jump to ih All None and Page Clicking the multi select Select to draw a search allows you to select icon allows you to click and area on the map using or unselect properties drag to select all listings one of these shapes Re center map in your search results within a rectangular area T l l Shows map layers Clicking the single select icon toggles the map such as Zip Code into from selection mode When enabled a click City and MLS Area on any map pin immediately selects that listing www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 34 California Regional Multiple Listing Service Inc Matrix Conversion 4 Use the drawing tools t
74. you would like to Narrow Discard Save Sort Print Export Email or Map Indicates that either the list price or sale price has changed The up arrow means that the list price or sale price has increased and the down arrow means that the list or sale price has decreased To view the listing s history click the DOM or CDOM link Click the portrait icon to view the photo s for this listing Listings with a portrait icon with a plus in the upper right hand corner indicate that there are multiple photos available for that listing Click the map icon to view the listing on a map Click the Realist Tax icon to open the listing in Realist Tax Realist Tax combines public records MRMLS listing data maps and market data in to a single research tool Click the binoculars icon to add the listing to your Watched Listings To access your watched listings click the Watched Listings link in the My Matrix tab or via the Watched Listings Widget on the Home tab Click the virtual tour icon to view the external virtual tour website for this property www crmls org e Toll Free 800 925 1525 e Phone 909 859 2040 38 California Regional Multiple Listing Service Inc Matrix Conversion SEARCH RESULTS BUTTONS The Matrix features a consolidated task driven button bar Buttons are grouped together by tasks for actions that can be performed while viewing listing search results The button bar remains consistent across results page

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