Introduction to NTREIS Matrix User Guide
Contents
1. 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 36 ur sre fern MetroTex ASSOCIATION OF REALTORS Additional Resources Matrix Help Throughout the system the question mark icon indicates available help screens Street Type Unit Ii Matrix Google Chrome Beds Help Enter minimum amount or a range Do not include commas in your criteria Examples Enter 3 for 3 and more than 3 Enter 3 5 for the range Use 3 for 3 and less than 3 MetroTex Online Support Find a wealth of information at the MetroTex Matrix Support page http www DFWRealEstate com techni The site includes The NTREIS Matrix User Manual a Download the latest version of the User Manual anytime qj Video Instruction Designed to be brief and informative for busy agents these training videos include concise overviews of different parts of the system and MetroTex Matrix Minute clips for one minute explanations of frequently used functions MES Product Support o Find information about all the products MetroTex supports including user manuals tutorials and helpdesk contact information NTREIS After Hours Support Answerlink Matrix National Helpdesk 888 440 3687 Monday Friday 7 00 AM 12 00 AM Saturday Sunday 10 00 AM 10 00 PM 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 372. 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 18 ure frat erase senice ASSOCIATION OF REALTORS Email signature The email signature can also be created under the My Matrix menu then My Information formation Header amp Footer MobileHeader CMA Cover Shes Information Email Signature This pape allows you to set your ema sorature whieh Is add to the teem you send fram Sample Agent REALTOR MetroTex Association of REALTORS piv dar com 555 555 5555 cell text See my listings at MetroTex A corem oerte Check Speling Enoch The email signature can include different fonts text colors and sizes as well as photos and logos Any photo or logo to be included must exist on a website When the URL is copied cum D wew diwrealestate com professional ind or Sell Home ink in nsw tab Open link n new window Open linkin incognite window Save link as Copy ink address Open image in new tab Search Googie for this image Prints Inspect element 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 19 MetroTex A REALTORS Tmar saune tor urit Pasting the URL in the photo dialog box and selecting OK will add the image to the email signature oim e wm Ems Sample Agent REALTOR MetroTex Association of REALTO
3. Dashboard t Vise D E A A es tg E ton TREIS Products nd tres Account actos rey rege A A Supra Ziprorm 69 n f chnology 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 2 MetroTex p OF REALTORS Home Screen After logging in to NTREIS Matrix using the current MLS User ID and Password the Home Screen loads D Amanet vaten myusteas Ane Savane Semen ty aman ee ung oe amars Each of the boxes is a Widget For example below is the Hot Sheet widget S Recent Use Contacts iy Hot Sheets e Residential Multi Family Lots amp Acreage Commercial Residential Lease Cross Property Area 12 Area 25 Customize New Only When the pointer is over the top bar of a widget the widget can be moved around the Home Screen using the 4 pointed arrow or even removed by clicking the X in the corner if desired 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 3 ga Menmnelo tuoi upper ind comte MetroTex Menu Bar The system navigation is controlled by the Menu Bar across the top of most screens in Matrix Be ntreis Search tais My Matrix IRealist Tax Lnks Finance Input Market Reports Help Home System homepage Search Searching the database e Residential e Multi Family Lots amp Acreage Commercial e Residential Lease Cross Property all of
4. 0 11 E Recurring Email Dear User Manual Edt able to view the listing information prepared for you in several diferent formats For your convenience you ll be able to sort these listings and categorize them Youll be able to see all associated photagraphe Ard you ll be able to see them ona map a high level aetiel photograph or a low level Bird s Eye photograph 1 hope you enjoy working with The Portal and would be happy to hear your feedback in the meantime please click on the link below to begin vour Portal experience Check Spelling Enalish Sample Agent REALTOR Metro Tex Association of REALTORS Nbre com 555 555 5555 celltext See my listings at nreis neta Peer MetroTex sss susu UB aoe AM 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Next a Subject must be entered for the emails The system will generate a message for the body of the email but it can be changed by entering new text in the Message field Page 23 Under Settings the system defaults be changed Enable concierge mode amp Show this contact in Reverse Prospecting results Enable as Favorite Search on Home tab 10 maximum Enable Concierge Mode sends the listings to the agent to select review before sending the listings to the client Reverse Prospecting allows listing agents to see which buyer s agents have se
5. MetroTex Adding Photos Other Options Az Photos Manage Supplements Under Other Options Manage Photos opens the photo dialog box The system will accept up to 25 photos with a recommended size of at least 1024 x 768 Add the pictures and select Save Add Edit Photos for MLS 13130993 To upload click rowse To upload Multiple photos st once hold the Ct Option key down when licking on the flenames To Order your photos once uploaded crag by the grey ttle bar Click on any image to view its Details Users may upload an agent photo by using the Input tab Edi Existing Agent Roster Manage Photos Please rote you can have only one photo selected as the Primary For maximum quality upload photos at least 1024 x 768 pixel in size Click here to import photos fram anther sting a Browse Click Browse to select photo s to upload 25 max cancel x ED Adding Documents Supplements Other Options Manage Photos g anace Supplements Under Other Options Manage Supplements opens the documents dialog box The system will accept up to five pdf documents with a maximum size of 10MB each The file is selected from the user s hard drive renamed if necessary and uploaded When all files have been uploaded select Save Manage Supplements for 13130993 Add Supplement 10MB max Supplement Description Select File Choose Fie No file chosen OQ cancel X El
6. first checkbox is to Select a listing The next brings up the Pictures in a slideshow 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 8 ater evi This icon brings up the property on a Map Next is the Listing History on the property 0 The next one links to the Document Storage virtual filing cabinet This links 5 Realist Tax data on the listing C Rl The final icon links to Open House information NOTE If an icon is not applicable to the listing it might not appear For example if there are no open houses scheduled the open house icon will not be placed on that listing 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 9 Mair soune tor tw poart ant atomer semer MetroTex p OF REALTORS Adjusting the Results Grid Sorting Columns ms pm Sepe Total ede Babe p ro Enotes Rev ee 3090300 2150ra ma vve ont pena azo a a 36650 1925 Peron Lane Water ona Srv spon wi Ss 25000 Yes 1250000 Columns can be sorted by selecting the column heading When the pointer is above the column name the pointing hand icon appears 3 allowing the column to be sorted Mu poo UU zissela mia peu ame s a imas inis Waker soak sur ino ss Columns can be moved by hoveri
7. oem ee active Kick out A eu Residential Beds Total 3127 45 ctive Option Contract ae Beine Brena ae Ecos Bre tare Aem Wynn dr p pd From both the Home Screen and the Search screen when the down arrow next to Recent Searches is selected the most recent searches run in NTREIS Matrix are displayed The system will keep searches in the Recent Searches for no more than a week and the maximum number of searches stored is 50 A brief tutorial of the recent searches feature is available at the MetroTex Matrix page www DFWRealEstate com Matrix or directly from YouTube http goo gl zu4UAE Speed Bar Throughout NTREIS Matrix the Speed Bar populates the top of the screen Admin Help The primary uses for the Speed Bar are MLS Number Search Agent Search Office Search e Address Search 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 30 ASSOCIATION OF REALTORS MLS Number Searches Search Stats My Matrix Realist Tax Links Finance Admin Entering a MLS Number retrieves a specific listing Multiple MLS numbers can be retrieved by entering the MLS numbers with commas between i e 12111111 12111112 12111113 Agent Searches Bxctreis E N Search Stats My Matrix ORealist Tax Links Finance Admin Help 25 cathy Entering ag or agent and an agent s name retrieves any active age
8. pi nen dick or tap the 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 34 ur sre fern MetroTex p ioca ON OF REALTORS Once a listing has been started photos and documents can be added from the Modify Listing menu E Modify Listing E 123 Main ST Dallas ea Mise ud Incoming Liv Areas 1 Ame Dining Areas 1 Lat SqFt v Subdv Stories d Acres 0 330 T County Dallas YrBuilt 2000 Di Category Residential HoA joram will Subdive Parcel 1D Plan Dvipmnt H cp Am Select Form Residential Change to Active Active Contingent Change to Active Option Cor Change to Active Kick Out Change to Pending Change to Sold Chance to Cancelled Change to Temp Of Market Change to Withdrawn Virtual Tours URLs Price Change Open Houses Delete Incoming Status Listing Broker Office Chance Other Options Manage Photos Manage Supplements Show Input Audi Document Manager Create File Property Panoram ShovingcSSManege Announce My Listing Announce My News INOTE To continue data entry add a property description room sizes etc select the first option below the Select Form bar This will be Residential Multi Family Residential Lease etc depending upon the type of listing Select Form Residential Change to Active 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 35
9. the above Agent Office Open House e History All of these can be used either as a basic or a detailed search Stats Generating statistics from the database My Matrix Information specific to the user including Saved Searches Contacts and System Customization Realist Tax Links to the Realist Tax database Links Links to county appraisal district websites as well as vendor pages such as Announce My Listings Finance Financial calculators Input Adding or editing listing and adding an agent photo Market Reports Agent and Office Market Share reports Help Answers to frequently asked user questions 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 4 tee evi MetroTex Searching From the Search menu this is the Residential Quick Search screen Crea Vap 1 Resuts prr Status Date or Range Map Search No Selected Dm 1 6 Contingent 0285 v miez of active kick cut Total Bedrooms V active Option Contract St PreDir StreetNeme Street Type Unit e Cancelled E B Master Bedroom on E Mester em ast er Pending Ps Sole Temp Off Market Irem tharos TU e 1 wrebdreun susztng pos Angolina j e Aransas p Acher Sub Property Type zw Code er RES consa by RES FarmRanch ac RES Hal Dulex RES Single Fami e i RES Tcunncuse Ye clear 5000 matches 1 Additional Fie
10. Active Contacts 3 Cart denar E Name Email Category day Last Use Last Portal Visit Ba Wo E onere B namas amy on is aoie oat z 1 pamaraan 1 cwuyama so 27 last use Last Portal vist 3j a w O The first icon indicates the number of active Auto Searches ay Lastuse Last Portal vist 25 a 9 8 The second icon counts saved searches attached to the client Last Use Last portai vist sj uj 8 My Last Use is the date the agent last changed the client s settings My Last use 6 Last Portal Visit is the date the client last accessed his her portal Last Use Last Portal Visit ue The shopping cart indicates the number of listings in the client s cart 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 25 Metratex A REALTORS My Last Use Last Portal vist 3 The sticky note indicates the number of listings with notes My Last Use Last Portal Visit J 20 The heart is the number of listings a client has marked as liked 3 dj My Last Use Last Portal Visit J g m e The light bulb is the number of listings a client has marked as possible use LastPortalVist 8 a w 2 6 The recycling bin is the number of listings client has marked as rejects Be
11. Comparison 1004MC Report lt Back to Results EZ Email PDF 2 Printto PDF A Preview 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 13 ur sre franca MetroTex pn isnon ce exime Email On the results screen when listing are selected they can be emailed i Search run Monday 3 28 PM A Crea Map 2 Results cheek p due dme E um m aus E trese Wood Lake Drive 2508 Mustang Court 5300 royal ane 30779 ioe Rane Lake idee Sec 19 Lake Sec 16 Lobao Estates Lotet tentes Sa Tota Bade Bane GAR CPITCP p p sam 128 p P a ES E aa aa ES E vers as ama mar ama sam Email 2 Listings D oT suea Email Bev apne ore 555 555 5555 celles See my listings at sce me s copy ofthis massage Signature Sample Agent REALTOR MetroTex Association of REALTORS Displays ali utomarsieiays ae automaticaly available te your inna php ke T2SCdafv Ob SSaC0SCed TEA REALTORS 2015 MetroTex Association of REALTORS Revised 05 21 15 gp The email will be sent when the agent adds a recipient a subject and a message and selects Send Page 14 ur sre fren sppertant tee servi The listings can be dragged and dropped into the desired order Ad
12. Josey Ranch Frankford Ranch Enie panel CONTAINS If the search is for anything Ranch anything i e Josey Ranch phase 1 Frankford Ranch phase 2 Enter Ranch NOT If the search is for anything but exactly Josey Ranch Enter LU Ranch ie Josey Ranch phase 1 Josey Ranch phase 2 but not Josey Ranch DOES NOT CONTAIN If the search is for anything without Ranch Enter ranch i e Josey Towers but not Josey Ranch nter rane NOTE More than one search symbol can be used in a field For example ranch would return properties without anything ranch anything in the name A brief tutorial for wildcard and negative searches is available at the MetroTex Matrix page www DFWRealEstate com Matrix or directly from YouTube http goo gl pTZpbt 62015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 6 ur sre franca MetroTex p OF REALTORS Additional Fields If there is a need to search by a field that is not on the main search screen it can be added by using the Additional Fields Additional Fields Add When Add is selected the Frequently Used Fields window presents fields available to be added Frequently Used Fields These are the frequently used search fields you can add them to your search page to create customized searches Available Fielde Selected Fields Dad E rl Primary Schoo Name Private Remarks Prop
13. Map E Resuitsj Previous Net Chededo All None Page YI m Y perge T 8 T YearBulttype Saft Bede Bathe GAR CPTCP List Oer Prie DOMChange Tipe aei indole way FlowerMo 44050266 s 40 Mo pawos ONE Under Results the Manage Display icon Map Results per page 2 4 A A Copy of the Results Grid can be saved Criteria E Results Display Agent Single Line at 25 per page D Display Name Subdivision Name Agent Single Days on Market Lake Ridge Sec 1 Save As a Copy Revert unsaved changes Lake Ridge Sec 1 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 11 Once the copy has been saved the can be set as the default for future search results From the Set Clear Defaults Icon Map per page Selecting Set Current display sort order and count per page as my Search starting default will retain the customized results grid setting for future searches Results 4 Criteria 28 Map Display Agent Sinale Line vlati 25 v per paqe my Search starting default Reset to the system Search defaults Subdivisi Acres Lake 0 830 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 12 ur sre fren MetroTex A REALTORS Print On the results scree
14. MetroTex gr ASSOCIATION OF REALTORS Introduction to NTREIS Matrix User Guide MetroTex Association of REALTORS 8201 North Stemmons Freeway Dallas Texas 75247 214 637 6660 Technical Support 214 540 2755 www DFWRealEstate com www DFWRealEstate com Techincal Support Revised 05 21 15 gp tee servi Contents Logging in to NTREIS Matrix Home Screen Menu Bar Searching Numeric Fields Search Symbols and Wildcards Additional Fields Results Icons Adjusting the Results Grid Print Email Driving Directions Map My Matrix Header amp Footer Email signature Auto Email to Clients Prospects Client Portal Quick CMA Recent Searches Speed Bar Adding Editing Listings Adding a New Listing Checking the Mapping Adding Photos Adding Documents Supplements Additional Resources 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 1 Metratex N OF REALTORS Logging in to NTREIS Matrix From the MetroTex website www DFWRealEstate com choose Real Estate Professionals Under Member Shortcuts choose MLS Login SSO 3 enia ON E E Matrotex Member Shortcuts MetroTex News Enter your User ID generally the license number with a leading zero and Password The next screen is the Portal choose NTREIS Matrix
15. RS hte re com 555 555 5555 cell text See my listings at MetroTex p TENTON OF REALTORS Check Image Properties r1 hv dfresestte combtesatihenesisires Seci image Ateratve Tet wan IE Teme Ej MetroTex age wa Border soca OF REALTORS appe vs Tei based on space the spacing and alignment settings chosen to the left space Agnment g 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 20 MetroTex p OF REALTORS mao ae misc fave 23 aah autt ane 5520 Hatheney Stet 4909 Manson Court 5205 Mesene Avenue 520 Hunter Lane 2900 Cevendich coure als Estates Be Miter Vallen Ben Place cene Fr ur sure fren E resurs Line v atio 9 P Tora Bads aate GARICHETC Aie 3 fee 7 7o E pm E p ama aio ann p Ana E aao 2 Yes 5 400 000 Yes 54 739 000 Yes 29 995 000 Yez snas oo Yaz 52 895 000 52 495 000 Yez 52 250 000 Yez 5 200 000 Yez 54 399 000 To have the system generate listings emails to clients first a search needs to be created Once the initial listings are selected checked Save can be selected then New Auto Email 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page21 MetroTex A TENTON CF REALTORS T
16. d Fill from Realist Also called Autopopulating If the property is in the Realist Tax database some basic information may be able to be copied from the tax records to the listing Start with a blank Listing If the listing cannot be copied or populated from Realist it will have to be entered manually in its entirety 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 32 Mnarani tor tnia apertan atomer emee MetroTex p OF REALTORS Checking the Mapping When entering a listing some properties will not map correctly Residential CED inne emi tren same ten Song inte Opona Stern Mach prem SEM 5 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 33 tee serie MetroTex A TENTON F REALTORS In that situation selecting Get Lat Long from address will generally refresh the map to the appropriate location nl itr E a TENE Ages prod Latitude 32 74517 Longitude 97 0045 Update Map t Lat Long from address Set Lat Long manuall ju Set Lat Long manually allows the agent to choose where the map pin is placed Locate Address Street address E Sui 7 A Lacate Place new ain Wetferson St Selection Tips za aoo e Tou drag te blue pin to fine tune its 2 postien replace the pin ciek or tap Place new
17. d Start Add Stop The Add Start and Add Stop buttons can be used to add beginning and end points that are not listings i e the agent s office These directions can be both emailed and printed A brief tutorial for driving directions is available at the MetroTex Matrix page www DFWRealEstate com Matrix or directly from YouTube http goo gl zODGp9 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 15 Tene app v memes caus compe B ume NETS mum 10 ej immo ee cane ana yes sins ae m _ 9 Ve S125000 The Map be accessed by selecting the Map tab from either the Search Criteria screen or the Results screen An area can be searched by selecting the Polygon tool Ole The desired area can traced with a click tap each time the direction changes Clicking tapping the red starting point will complete the shape Tome eo M ne re ER 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 16 ur sre fren The shape can now be used to define the search area Include this Shape or exclude a specific area from the search results Exclude this Shape Delete Shape will remove the user defined shape from the map Cm 45 0f 45 Checked 0 Al None Page GT um Delete Shape naude tns Shape The resu
18. erty Description Property Sub Type ada gt Me Move Up Property Proposed Financing B remove Public Driving Directions RATIO Current Price By SQFT Roof Move Down School District Search Dre When a field is highlighted and the Add button is selected it becomes a Selected Field When the Back button is selected that field will appear under Additional Fields E Additonal Fields Add Remove Poon Yes No 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 7 ur sre franca poart ant atomer semer MetroTex p iocis ON OF REALTORS Results As criteria are entered on the search screen the number of results is reported in the bottom left side of the screen When the Results tab is selected properties are displayed on the Results Grid 3 20 at ee armere pagn mige uma v ago Pao that s nem vee 6999000 amo aa ran marane BeTAU 08 sjors zaw no amo ius 2900 nonni Lane tele toe 7 2520 Sb Veneto 7 3n Yes 30730000 4938 Mane Ce I D so vee 28 295 00 E Form ven da Mese ace ice 7 vee ez090a00 E SE Mier san Wii nas ver 92995000 Ronde 648 woo ves 51 395000 Icons On the left the icons can be selected for more information Goria The
19. his opens the Auto Email dialog box Save a New Auto Email Recipients consc cct tn conus cee a capy ofa 2 Message Wacome Emal Recuring Emal a mantiy sa ol ac the Lact Sr erent ran ror yaur foncenene yout be check sisse Sample Agent REALTOR Assoczton o REALTORSS 555 555 555 celtext Soo my listings at hin Metrorex p E criteria A rin page EE 70 dinge pie all nen an Auto Emel ot 25 creches Tert Render eco Totals settings Concierge E enable conoaroe mode Slee ae a Favante Seareh an Home tab 10 maimam S schede ASAP Emails are sentas soon as possible Daily Emails are sert on the days you choose mhu mn sat Yp Clear Monthy Emails are sent on te frst of the month at midnight 2015 MetroTex Association of REALTORS Revised 05 21 15 gp warmer tee Page 22 MetroTex m SSOCIATION OF REALTORS Mair soune tortus Either an existing Contact may be chosen by selecting the down arrow and choosing from a list B Recipients new Contact may be created First name last name and email address are all required fields Doar Usar Mania 2 Personal information ri 3 Message Subject Welcome Email Salutation Message Signature
20. l Bedrooms actine option Contract t4 StreetName Street Type Unit D cencele Master Bedroom on Main sala county Off Market B Wisdom Anderson not Ansa Abornaty Angelina ailene Subdivision enses ere ene Acher con Sub Droperty Type ip code RES FarmRanch RES Hak Duplex RES single RE Toomhouse NOTE Both the Pending and Sold statuses default to a status change date of within the past 90 days If Sold listings are to go back six months the field should be changed to 0 180 Greed 48 Mn Pae Wess gt per paoa Er pd iem room mam de 1403 Suton e zem 2127 antibes Dive Jaser Ranch Sec 2 3245 00 2308 paniei way am o 250 000 2102 Loraine Ranch See EM 243 500 ee Sovica 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 28 ur sure franca MetroTex A REALTORS This returns a CMA 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 29 ASSOCIATION OF REALTORS Recent Searches f news ed sr soia Hana Ste Grec puo sonar qaem S LT ate Search No Map Sele cat Y Nie cried mie Leni mm
21. lds Ads Numeric Fields The Price defaults to including the trailing zeroes The price is an exact match field If the search is for 200 000 enter 200 If the search is for 200 000 and over enter 200 If the search is for 200 000 300 000 enter 200 300 Total Square Feet Acres Year Built Stories Garage Spaces and Total Covered Parking are also exact match fields and follow the standards above 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 5 Metratex OF REALTORS Bedrooms Bathrooms Both the Total Bedrooms and Total Baths fields use the entered number as a minimum unless otherwise specified ifthe search is for 3 or more bedrooms Enter 3 Ifthe search isfor exactly 3 bedrooms Enter 3 3 ifthe search is 3 to 5 bedrooms Enter 3 5 Also each half bath is entered in quantities of 1 so two full baths and one half bath would be entered as 2 1 two full baths and two half baths would be entered as 2 2 etc in NTREIS Matrix Search Symbols and Wildcards In fields where text is entered instead of choosing an item off a list such as Subdivision wildcards may be entered is the wildcard symbol Lis the negative symbol BEGINS WITH if the search is for Josey Ranch anything Enter Josey Ranch i e Josey Ranch phase 1 Josey Ranch phase 2 Ier JOSEY Hanes ENDS WITH If the search is for anything Ranch i e
22. lting listings will be limited by the area s selected the map NOTE More than one shape may be used Also there can be a shape within a shape i e limited to certain area minus a few streets A brief tutorial for map based searches is available at the MetroTex Matrix page www DFWRealEstate com Matrix or directly from YouTube http goo gl I5sfEL 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 17 ur sure fern spectator seve MetroTex J soos ON OF REALTORS My Matrix From the Home Screen My Matrix can be accessed from the top Menu Bar 2 ntreis arch Stats list Tax Links Finance Admin Hi Under the My Matrix menu My Information loads another menu AA ntreis E Home Search o Information Header amp Footer Mobile Header CMA Cover Sheet Portalinformation Email Signature Header amp Footer Under Header amp Footer the user can either use system generated headers esi Tempe John Smith alc mm or upload custom headers Triomaton Header amp Fooler Naois Hoadar Ema Sigraiue sled you omn sudor mages for ze use n lay ang ping rego Giek For mare information about ine page nthe image lene dii Boe falling aliens Chenge forearsund coler enr The image has been padded to fil out the size Chenge background color atte
23. mis Amy amyb dfwre com amp Portal Activity 8 Auto Emails 1 Sent Email 8 Edit Contact Delete Contact Start CMA Open Portal Open Cart The down arrow next to the client s name can be selected to see the client s portal details 62015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 26 ur sure frend MetroTex A REALTORS Selecting Open Portal will display the client s welcome screen ares ase icons At athe etn a tar Z ntreis metre Selecting the Properties tab will display the list of properties sent to the client a LEE ome mse nen Yet ratis temen cient ree Tueum s muwmum Tam monos coU mrm a esee num E am sonos Manes z am span VB vB 9 VU Sw e Da szans E v D S VB S V O essen DEP MATS BIBRREEEEEIEEEEEEEEEE i 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 27 p OF REALTORS Quick CMA Asearch must be run to start the Quick CMA 8 Resuns Eres Status Date or Range Map Search No Map Selected Miana 9 2 00 active Contingent win 028 v miss of acne ck Out Tota
24. n when listing are selected they can be printed Cj Search run Monday 5 28 PM E Resun Previous Next 1 0 of 16 Checked 2 Agent Single v v perpage Et di Fes St Es Shlomo ame Bede D oms seve as zaa wood take orive r swa Late Ridge Sec 16 s mo B ame iwa ETT m sm 7 yi po ivs sso Royal ane Label estates sen v ols iur sso rathanay suset enetan ua 7 soa D ave Lon ete y D o E Juss sess nonhaven Ro Mentes as M uius 5210 Deloache Avenue peine mae Nr TP Mun ava leche Avene Snr Bde soa D Mus asa Henson cn pratt vox gia m From the Print dialog box a report can be selected and printed Print 2 Listings Print which format s To select multiple at once hold Ctrl while you click option key on Mac my Agent Single Line with Zip Code it Full Print agent header amp footer Print search criteria Agent Two Line E ink saver if any don t print images Agent No Photo Full Agent No Photo Brief Customer Full w RatePlug Customer Full Customer Brief Customer Brief w Remarks Customer Flyer Portal Full Multi Map Reports below print as PDF only 1 Line 3 Up
25. ng the mouse above the column heading selecting the column using the crosshairs and dragging the column to the new position jare subawsenkame GARKPTCH acres 4899 Manson court 0 215 peta ra Ove Costais ama 1925 n Pearson Lane Ware soan suv mooo sus 5134 SENECA ome Sunnyook estates 160007 E Em rm umuis ade maus dass ade ve pu imus ache zs noemen ane aka Sra i 5 Columns can be added by hovering the mouse above any column heading and selecting the column using the crosshairs Kb When the heading is selected a dialog box opens Sq FE Tatal Reds Baths GAR CE TCP Acrea Pool Curent Price pm E pers Weep Line 32205 cons ED 39 000 7 1618 ana Yes 7 500 000 Insert Column should be selected 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 10 tee servi MetroTex p ioca on OF REALTORS Sait ots Bede ane AUCH Aeres Pool Curent Pice ES EA 10 000 t Er When the desired column is selected and Apply is chosen the new column will be added Setting the Default Grid If the changes are to be saved there are two steps to the process saving copy of the grid and selecting the copy as the new default From the Results Grid E Area 25 3
26. nt If the full name is not known ag or agent and the agent s last name can be entered Office Search Search Stats My Matrix Realist Tax Links Finance Admin Help mette Entering office and an office s name retrieve any active office Address Search Bx ntreis Search Stats My Matrix Tax Links Finance Admin address 123 Main Entering address and an address will return any listings that match that address Only the street number and street name are required 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 31 ur sre franca Adding Editing Listings The Input tab allows users to add and edit listings Bxotreis i 2 viet Reports Help 4 Input Listings Add or Edit existing Listings Quick ortype cs q ARES 11614000 1234 Test Listing Drive FIRES 13130893 125 Mann Street Add new or Edit existing Agent Roster Add new or Edit existing Office Roster Adding a New Listing After selecting Add New Input Listings Add new or Edit existing Listings The listing type must be selected i e Residential Multi Family etc Then a listing can be created in one of three ways Add a New Listing from Existing Listing Fill From Realist Start with a blank Listing Fill from Existing Listing If a listing agent previously listed this property the old listing can be copie
27. nt their listing to clients The listing agent would only see the buyer s agent s contact information not the client s information Enable as Favorite Search saves the search for immediate access on the home screen Schedule D ASAP Emails are sent as soon as possible Daily Emails are sent on the days you choose Tue Wed Thu Fri Sun Mon sat an am VAM VIAM VAM Y AM TB 78 TER Clear Monthly Emails are sent the first of the month at midnight 9o Schedule determines the frequency of the auto emails ASAP sends the emails when a listing matches the criteria Daily can be set to email up to twice a day on the selected days Monthly sends the email on the first of the month Once the information is saved the system will start sending the emails A brief overview of the Auto Email system is available at the MetroTex Matrix page www DFWRealEstate com Matrix or directly from YouTube http goo gl YI2NOUAdditional Resources 2015 MetroTex Association of REALTORS Revised 05 21 15 gp Page 24 tee servi TSSOCIATION OF REALTORS Client Portal The activity of all contacts can be accessed from My Matrix Contacts nies Home Search Stats Realict Tax Links Finance Admin Help summary 18 Active Contacts 3 e xum pom Mp Intonation ped saved searcnes Ferguson Diane 8 Auto Emails The contacts are listed
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