SRAR Matrix Advanced Manual
Contents
1. Matrix Advanced User Manual WWW Srar com www CRMLSMobile com for small screen devices like Smartphones CRIS HELPLINE SFV 818 947 2202 SCV 661 295 7117 email techsupport srar com Note More Manuals amp Video Tutorials are at www SRAR com Matrix click Training amp Training Manuals or MLS Training Matertals Mar 7011 Contents Tage el feet E 1 Disapino P OP UD ee 1 ACCESSING ING Matrix ut e EE 1 Grealing SOMA REDO EE 2 Sea chingtor Comparable een EEN 2 Mapping Comparable Del LEE 7 Generating a Presentation GMA wssss tecesistecreneucedesusudeectuavenedeauseuredh UE UO EEDE AA 9 Generating Quick or Statistical CMA Reports cccccccecsssecceeceeseceeceeeseceeseeeeceesseeseeeeseeaeeeesaaaees 19 Exporting Listings for Other GMA Programs cuisine eae ieee eee 20 Custom Displays and e LCE 21 Creating Custom DiS E 21 Creating Custom EXOOn Ssicorss seusnsustaeinessdeteycniuae uch osturabovens arvese Gia E E 24 VIEWING IMISTONGal LISTING Ba edu BEE 28 Viewing History by Address APN or MLS Number 28 Viewing History for Multiple Listings EE 29 Searching Tor Agents ue R te 31 EERSTEN oot taco each ert aoe meee ee ne Cuneo Sele aden cores Berle tude 31 SO al elle Baler 33 PUD ate EE 34 Accessing Listings On YOU Mobile Devices srren a T a AIN 34 Minimum SYSTCM E EE En E 34 Introduction The Matrix Platform is the industry s top rated MLS platform offering an ultra modern and flexible env2. e Exporting Listings for Other CMA Programs Additional Search Options Refer to the table below for a list of special characters allowed for search fields Special Se D em mem 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 ina single field Wildcard Searches for unknown letters and or numbers Exclude Selections Will exclude listings that contain the excluded search criteria When using the character it must precede the value you enter 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 Type SFR CONDO Finds all listings that are condominiums or single family residences Street Name Dark 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 Office Comments key word Finds all
3. 3 3 00 1993 1 970 23 087 40 40 EA m iv m EX E Iw m m m Previous Next 1 Top e Carte T f vise M Email E Repo MA duer eSa aA 4 Narrow Discard Export SES i Ms S Pri Street Address Aerial Bird s eye Re center t ER GE Gees ee m H iM Fississy 700 000 5510 WILBUR AV Ku e a Bal vw Fiiogsozs 759 000 4520 Callada PL T DN E e 3 Hatteras St z E wv Fiss22356 765 000 5355 VANALDEN AV E 5 El m Fiioz7336 700 000 5431 Rhea AV A n Bl 09350481 1 200 000 4967 BILMOOR AV SC RB I Fissa762 790 000 19230 SANTA RITA en G E o Filoiisss 890 000 5500 Corbin AV E a EM M Fissa540 982 040 4608 LA BARCA DR Z a Tarse Hi l E si DU ZS OD k T E Ze Eeer G 0 7 miles a A SEET es hale al SR aa HASTET o age 200 Co Back to Results GG Get Directions eh Print 3 Click the Print button and follow the prompts on the screen to print a copy of the map You ll see a map similar to this one which will print with your Client Header on top My Matrix Settings Header if you haven t done this yet Note To get driving directions to each of the comparable properties click Get Directions d When you re done mapping comparable properties click Back to Results then see one of the following sections e Generating a Presentation CMA e Generating Quick or Statistical CMA Reports e Exporting Listings for Other CMA Programs Generating a Presentation CMA Follow t
4. Riverside Riverside Riverside Riverside Riverside Riverside Riverside Riverside Riverside WII DJ w GO Ww A4 THAT IA Mo bM Gi A DJ TEP y the Pages button on the navigation bar to go back and add the Price Adjustments page 15 Click the Pricing button to move to the next section of the CMA Wizard The Summary table summarizes the price calculated from the adjusted comparables and provides Start Pages Subject Cover Comparables EK H CH you with an estimate of what the property is worth 16 Enter information in the Suggested List Price field if necessary i Summary The following table summarizes the prices calculated from the adjusted comparables Low Median Average High Comparable Price 334 950 365 910 660 000 Adjusted Comparable Price 334 950 365 910 660 000 Additional Analysis This section provides some additional pricing statistics obtained by comparing the subject property with the comparables 5 Suggested List Price Enter the price or orice range that should appear on the CHA e g I think we should fist pour house al at 350 000 4Aternatively pou map eare this space blank and write the price in Dt band when pou mest wih the cient zl Characters Remaining 250 Check Spelling English H Mates Enter anp adaitiona comments which should appear with the price Characters Remaining 1000 Check Spelling English Note If the Pricing button is grayed out th
5. fill the information 12 9 Click the Cover button on the CMA Navigation bar MATRIX Search My Matis Add Edit Finance Realist Tax Logout summary Contacts Auto Emails Saved Searches Sent Email CMAs Watched Listings My Listings Settings Message Center Start Pages Cover Comparables Adjustments Pricing Finish amp amp Subject Property Information amp Agent Information o Set as Defaults Name Chent 1 Name Address Line 1 Company Address Line 2 Address Line 1 City State f Zip Address Line 2 Phone City State Zip Phone Email Subject Cover Photo Agent Photo or Broker Logo Si Clear Photo Upload Photo Browse Upload Photo Browse Size 384 256 pixels Size 80 120 pixels 10 Enter the following information in the available fields e Enter your client s contact information under Subject Property Information e Click Browse under Subject Cover Photo to upload a subject property photo that you have saved on your computer If you auto populated your Subject property from the MLS a subject photo will automatically be selected To change the auto populated photo click Browse to upload a photo that you have saved on your computer Note If you auto filled your subject property from an existing listing the Subject Cover Photo will automatically be selected If the Cover button is grayed out one of the Cover pages was not added to your CMA report Click the Pages b
6. for Multiple Listings Follow the steps below to view Listing History for multiple listings Before you begin make sure that you ve performed a search and are at the Search Results page 1 From the Search Results page click the checkbox next to each listing you want to view listing or property history for de hate weg _ MATRIX My Matric Add Edit Finance Realist Tax Residental Detail MG S i a str pomona 250000 275000 1 25 of 29 Checked A Check all 29 Display Agent 1 Line z at 25 per page View as di i 1 2 5 Type St St Name MB LS Price Br Ba YrElt Saft LSqgft DOoM CDOhM A SFR D 122 wW ALISO ST 60035 250 000 3 2 00 1947 ASS 1 605 6 556 102 102 A SFR A 2390 Notre Dame Av 250 000 3 1 00 1953 1 114 6 048 9 91 A SFR D 2238 Academy AV 250 000 Ann 1955 1 312 6 000 g2faz A SFR A 662 ALBONA PL 250 000 3 2 00 1956 1 469 6 230 66 66 A SFR D 620 San Bernardino Au 250 000 E 4 2 00 1952 2 622 6 600 32 32 A SFR D 1543 VEIGR ST i 250 000 32 00 1947 55 1 662 6 799 31731 Pre z E Jh m m v Previous Next 1 2 Top Bottom Carts Revise Bi Email M Report B cma EJ Map of Stat PB id Narrow Discard Export 2 To view the history of the current listing select Listing History in the Search selected for drop down list 3 To view the entire listing history of the property select Property History in the Search selected for drop down list 1 25 of 29 Checked A Check all 29 Display age
7. 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 Mapping Comparable Properties Follow the steps below to display comparable properties on a map You can also print or save the mapped properties as a PDF for your client 1 Click the checkbox next to the comparables you want to map 2 Click the Map button qcRMLsS BEE MATRIX Ame My Matrix Add Edit Finance Roster Least Tax Logout Residential Detail Quick MLS Mm A PES SFR IM Other Criteria 1 20 of 20 Checked 20 Un check all 20 Display agent 1 Line sl at 25 sl per page View as 48 evious Next 1 LS 5 Type St Name LAS Price Br Ba rt Saft LSqft DOM CDOM Sed a5 D SERA ALDER WOOD wt 195 000 4 2 00 1986 4535 1 540 12 632 iri 10116881 S SFR A Blackwood ST GA 3 3 00 1988 1 690 12 197 SES Ke14258 SFR A PEACHWOOD PL 214 000 3 3 00 1992 1 970 11 761 D n 409108177 S SERA Blackwood ST 265 0004 4 3 00 1988 Ber 12 196 265 265 1289740 S SFR A GRACEFIELD way 287 500 4 2 75 1988 Zee St 20 20 igos6eo7 e SFR A Pinetree Wir i 315 000 5 300 19859 2 658 12 196 116 116 5 Si 5 E KE 1312794 SFR A LAURELBROOK 370 000 8 5 3 00 2 293 73 73 1299133 SFR A IRONWOOD DR 320 000 4 200 1991 2 305 12 632 T K305159 SFRAA MISSION GROVE 325 000 4 3 00 i986 1 900 4 4 110059486 SFR Lakewood DR 334 900
8. 0 1992 1 970 11 761 Don augiosi77 5 SFR A Blackwood ST 765 000 473 00 1988 1 867 12 196 265 265 269740 S SFR G GRACEFIELD Way 207 500 E 4 2 75 1988 Z 2f2 g rlz 20 20 5 S Si SC 5 T Cc a ipogea SFR A Pinetree Wi 315 000 5 3 00 1989 2658 12 196 ii 6 1i6 112794 SFR A LAURELBROOK 320 000 5 3 00 2 293 73 73 1299133 SRA IRONWOOD DR 320 0004 4 2 00 1991 2 305 12 632 207 K305159 SFR A MISSION GROVE 325 000 4 3 00 1988 1 900 4 4 110059486 SFR Lakewood DR 334 900 3 3 00 1993 1 970 23 087 40 40 dd Previous Next 1 Top Bottom af Carts Wl Ell WEEN 2 Sia save as Narrow Discard Export amp Select CMA Contact Welcome to the CM4 Wizard Use this Start page to select your Contact Use the above Navigation Bar to navigate through the steps Select Contact Name Create a New Contact Description al E Note If you re creating a CMA for a client that s not in your contact list click Create a New Contact to add a new contact If you need to save your CMA and finish it at a later date click the save icon To continue creating a partially saved CMA click the CMA link on the My Matrix tab to view all of your Saved CMAs Click the arrow next to the CMA to expand it and click the Edit CMA button You can optionally enter a Description to help you identify the CMA Click the Pages button to move to the next section of the CMA Wizard Click the plus button next to the Available Pa
9. 2 ag qe 66 Dn Stats E Save as DaM 102 a1 qe 66 lf one of the columns is too wide or too narrow click Edit to change the Pixel width for that column 96 pixels is approximately equal to one inch Creating Custom Exports Follow the steps below to create specialized exports for third party software or to help you analyze listing data 1 Click the My Matrix tab 2 Click the Settings link Summary Contacts amp Contacts Auto Emails Saved Searches Add Edit Finance Sent Email Chas Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings ff My Listings 2 My Active Residential 2 Settings Realist Tax Logout Watched Listings My Listings Settings 24 25 3 Click Custom Exports KI Email Signature Check Spelling English Cl Header amp Footer You have currently selected Flag No Photo as your Header Footer package Package Details a Speed Bar Shortcuts Number of Speed Bar Shortcuts 1 amp Team Settings You have 0 members on your team i Custom Displays Number of Custom Displays 1 fe Custom Exports Number of Custom Exports 1 4 Select a property type in the Table drop down list and click the Add button Manage Custom Exports Table T ne listing ei Table Residential Move Up Move Down Add Export Edit Export Delete Export Note Use the Edit Copy and Delete buttons to m
10. 200 1952 3 2 00 1947 455 371 00 1947 3 1 00 1952 3 2 00 1979 3 300 1992 3 2 00 1954 455 Got 1 605 1 114 1 312 1469 2 622 1 662 1 418 4 014 1 199 1 608 1 531 Follow the prompts on the screen to save the exported listings to your computer per page view as Ai L oft DOM CDOM 6556 102 102 6 048 a921 6 000 9292 6 230 66 66 6 600 32 32 8 799 3151 5 878 75475 7 735 i id 3400 12 29 3 851 Add 12 630 40 40 arts L Narrow E Export 20 21 Custom Displays and Exports Custom displays and exports allow you to create displays and exports with all of your favorite fields Follow the steps in these sections to create a custom displays and exports e Creating Custom Displays e Creating Custom Exports Creating Custom Displays Follow the steps below to create a custom one line display for viewing and printing listings Note You can create multiple custom displays for each property type 1 Click the My Matrix tab 2 Click the Settings link d Matrix Add Edit Finance Roster Realist Tax Summary Contacts aved Searches Sent Email CMAs Watched Listings My Listings Settings amp Contacts 2 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings ff My Listings 2 My Active Residential Settings 3 Click Custom Displays H Email Signature Check Spelling English El Header amp Footer You have currently selected Flag No
11. Discard Export Search selected for 31 Searching for Agents and Offices Follow the steps in these sections to search for Agent and Office contact information in the Matrix Platform e Searching for Agents e Searching for Offices Searching for Agents Follow the steps below to search for Agents inthe Matrix Platform 1 Click the Search tab 2 Click the Yellow Pages link under the Agent Roster ome Search My Matrix Add Edit Finance Roster Realist Tax Agent Roster Office Roster amp Agent Roster Yellow Pages D Offices Yellow Pages 3 Use the available fields to search for Agents 4 Yelow Pages Search agent information office information User ID Assistant Ta Office Code Office Name K CG 7 OG First Name Address 1 Address vg S Q Middle Name Office City Office Zip Q e e Last Name S Office Email Office Website DRE License Number Q v K Broker ID Main Office ID Association Languages Spoken Q Q O Arcadia Q Abkhazian Afar Afrikaans Albanian Amharic C And Or Not other contact information Cell Home Pager Email G Q Q d Direct Ofc Phone Toll E Office Website K Q vu Q Fax Voice D Fax Q K S Display Long sl at 25 sl per page Sl t gt Clear 250 matches Additional Fields Add Note Enter a few letters for the first or last name followed by an asterisk to search for agents with a first or last name t
12. Photo as your Header Footer package Package Details a Speed Bar Shortcuts Number of Speed Bar Shortcuts 1 amp Team Settings You have 0 members on your team E Custom Displays Number of Custom Displays 1 fe Custom Exports Number of Custom Exports 1 4 Select a property type in the Table drop down list then click the Add button 4 Manage Custom Displays pe listing e Table Residential Move Up Move Down Edit Copy Delete Note Use the Edit Copy and Delete buttons to manage existing custom displays You can also change the sort order of the custom displays by selecting the display and clicking the Move Up or Move Down butions 22 23 d Enter the Display Name for the custom display Build Custom Display Display Mame Available Residential Columns Selected Columns 1st Loan Rate Type 1st Loan Type 1st Trust Deed Interest Rate 1st Trust Deed Loan Amount GER 2nd Loan Rate Type znd Loan Type 2nd Trust Deed Interest Rate 2nd Trust Deed Loan Amount Acres Agent Remarks Appliances Appliances COON Area Assessments Assessments Y N Custom Column Properties Label er Pixel Width Association YM Auto Sold CEN Bathrooms Legacy Baths Total Baths Full or 204 Alignment Baths 1 2 Lett Baths 1 4 Right Baths 244 Baths Full Mote Default width is recommended GG Center Special Columns M Checkbox T Photo Small T Ph
13. anage existing custom exports You can also change the sort order of the custom exports by selecting an export and clicking the Move Up or Move Down buttons 3 Enter a name for the custom export gt Set Export Definition Export Name Available Fields Residential Export Fields 1st Loan Rate Type 1st Loan Type 1st Trust Deed Interest Rate 1st Trust Deed Loan Amount ERR 2nd Loan Rate Type znd Loan Type 2nd Trust Deed Interest Rate 2nd Trust Deed Loan Amount H Include Column Names None Label Name Separator Comma Tab Export Description G OH Cancel 5 Select a field in the Available Fields list then click the Add button to add them to the Export Fields list lf you need to remove a fields from the Export Fields list select the field and click the Remove button Note To re order the fields select a field and use the Up and Down buttons 26 27 6 Select an option for Include Column Names to include or exclude the column Label or Name in your export 7 Select the type of Separator you would like to use for your export 8 Type a description for your export to help you easily identify it 9 Click Save to save your custom export or click Cancel to go back to the previous screen without saving To generate your custom export perform a listing search and select the listings you want to export Then click the Export button 1 25 of 29 Checked 25 Check all 29 Display agen
14. dress 6854 blackwood City State Zip riverside ca Locate Mark Search Region Draw Rectangle Craw Radius Draw Polygon Clear Map Search Tips Draw as many shapes as you wish If you are using the Polygon shape left mouse click to set each point then when done right mouse click to end the shape Other tips Use the Clear link to clear the map To delete a single shape hover its red number then click Delete If you wish to exclude a certain area draw any shape then hover its red number and select Exclude 6 Click OK to save your Map Area and return to the Detail search screen 7 Select the listing Status for your comparables in the Status field 8 Enter the number of days back to search in the CMA Status Date field For more information on the CMA Status Date field click the icon next to the field Suggestion _0 180 for CMA Status Date Manufacture 433 Manufacture Without 433 sl e or Not Structure Attached O Detached Attached more click or Not Area v List Price Status Date G v Current Price CMA Status Date Bedrooms Baths Total Di DI Sqft Lot Sqft Belmont Shore Park Maples Mar a 2 Belmont Heights Alamitos Heig 3 Eastside Circle Area Downtown Area Alamitos Beach or Not Builder s Tract Code v E Map Search Map Area Selected Clear Map Vd Year Built Di Zip Code DI Senior Com ef H Map Book
15. e No Photo Agent Book Report Customer 1 Line Customer Thumbnail Customer Brief Customer Full Customer Flyer Customer Flyer No Address Quick CMA statistical CMA Note You can select up to 100 listings for Quick CMA and Statistical CMA Exporting Listings for Other CMA Programs Follow the steps below to export listing data from the Matrix Platform for other CMA programs 1 Click the checkbox next to each listing you want to export on the comparable Search Results page 1 25 of zo Checked 25 Check all 29 ious Next ML ELSA GC10099611 HOI 7635 Hi0126213 11004 391 RLI1TO0535 HLDDZ ds G11012675 WILOL 2421 Wiio17389 Wildte44 3 a C a Iw M Iv iv EX E EI iv EX E Iv Previous Next Note You can select up to 500 listings at a time to Export Click Export DI 5 Type 4 SFR O A SFR A A SFR D A SERA A SFR D A SFR D SFR A A SFR A A SFR D A SFR A A SFR A bbe 620 1543 2185 1419 903 1765 5 545 E 1 2 Top Bottom St Name ALISO ST Notre Dame GV Academy AV ALBOh A FL San Bernardino OV YEJAR ST virginia AY Darby Aw Hartford FL Reservoir ST DArrow Display agent 1 Line at 25 L S Price 250 000 A 250 000 250 000 250 000 A 250 000 A 250 000 4255 000 4 256 000 4258 000 258 000 259 000 Choose from any of the Available Exports and click Export Br Ba rt 273 0D0 1947 45 3 1 00 1953 4 2 00 1955 32 00 1956 4
16. e Pricing Recommendation page was not added to your CMA report Click the Pages button on the navigation bar to go back and add the Pricing Recommendations page 17 Click the Finish button to move to the last section of the CMA Wizard Start Pages Subject Cover Comparables Adjustments end EE 5 amp 17 18 Do one of the following e Click View CMA to view and print the CMA report e Click Email CMA to email the CMA Report to your client D ECMA Summary gt Subject Details Prepared For Client 1 a view CMA EA Email CMA Subject Property 6854 Blackwood Selected Pages Subject Photo Cover Sheet Price Adjustments Summary List Ad GM tf Di Minimums and Maximums Ne Ph dr d Iuailable Chart Days on Market i kl Log Chart List and Sale Price Pro Report Listing Details 3 Up Pricing Recommendations Explanation Importance of Pricing Setting the Price Where a Commission Goes Benefits of using 4 Realtor My Guarantee to You Steps to a Positive Showing What It Takes to Show Counts of Comparable Properties Pending Sale 1 Closed Sale 19 Total au Photos not supplied by listing broker at this time Note To view a saved CMA click the CMA link on the My Matrix tab to view all of your Saved CMAs You can also click the Contacts link on the My Matrix tab to open a CMA Report for a particular client Managing Presentation CMAs To manage your CMAs click the CMA link on the My Matrix tab Search My Matri
17. e properties per page with a photo and important property details It includes the average prices summary graph analysis cumulative analysis and sold property analysis CMA Full Report Summarizes the comparable listings contained in the market analysis It contains three properties per page with important property details and a photo CMA Brief Report Summarizes the comparable listings contained in the market analysis Listing Details 3 Up Details the comparable listings contained in the market analysis 3 properties per page with a photo CMA Price Adjustments Outlines the subject property versus the comparable properties 7 Click the Subject button to move to the next section of the CMA Wizard Comparables Adjustments Pricing Finish B OH g Subject Property Matrix needs the details of the subject property What would you like to do o Type in the subject property fields manually Enter a Residential Multiple Listing Number to auto fill from o Search for a Residential listing to auto fill from 8 Use one of the following methods to enter information for your subject property Click Type in the subject property fields manually and enter the information manually Enter a Residential Multiple Listing Number in the available field and click the Fill button to auto fill information for your subject property Click Search for a Residential listing to auto fill from to search the MLS for your subject property and auto
18. efore you begin search for comparable properties as described in Searching for Comparable Properties 1 Click the Report button at the bottom of the Search Results page 1 25 of 29 Checked ap Check all 29 Display agent 1 Line at 25 per page View as Ai 1re ious Next 1 2 7 ML S Type St Name L S Price Br Ba YrBlt Sqft L amp qft DOM COOM Fisas362 A SFR D ALISO ST 60015 250 000 3 2 00 1947 ASS 1 605 6 556 102 102 cioo99611 A SFR A Notre Dame AV 250 000 3 1 00 1953 1114 6 048 8991 Hi0ii9763 A SFR D Academy AV 250 000 4 2 00 1955 1 312 6 000 EE Hi0i28213 A SFR A 662 ALBONA PL 250 000 3 2 00 1956 1469 6 230 66 66 C1i004391 A SFR D 620 San Bernardino AV 250 0004 4 2 00 1952 2 622 6 600 32 32 Riiod335 A SFR D 1543 VEIAR ST 250 000 3 2 00 1947 4855 1 662 8 799 34 31 D H H H D a E Hioo77 728 SFR A 2185 Wirginia AY 255 0004 24100 1947 i4ig 8 878 75 75 Cii012675 SFR 1419 Darby AV 256 000 3 1 00 1952 4 014 7 735 Ltd WiIi1013481 A SFR D 903 Hartford PL 258 000 3 2 00 1979 1 199 9 400 12 29 W1i017389 A SERA 1765 S Reservoir ST 258 000 3 3 00 1992 1 608 3 851 Afd Wii002443 A SERA 545 E Arrow 259 000 3 2 00 1954 45 1 531 12 630 404g m E E iv EA E E iv EA E Iv 1 2 Top Bottom Z Carts id Narrow Discard Export 2 Select Quick CMA or Statistical CMA then click Email or Print View L 71 Print 25 Listings Report Agent Office Short Agent Medium Agent Full Agent 1 Page Agent 1 Pag
19. ge types to expand them then select a page to add it to your CMA The page will appear in the Selected Pages box to the right Start YZ Subject Cover Comparables Adjustments Finish _ Available Pages B Selected Pages a cover Cover sheet summary List Cover sheet Price Adjustments Cover sheet 1 with Agent Photo Minimums and Maximums E Subject Adjustments summary List Price Adjustments iComparables Minimums and Maximums Chart Days on Market Pro Report Full Report Brief Report Listing Details 3 Up Pricing Recommendations Static Explanation Importance of Pricing bat ha Chart List and Sale Price A Set as Default Restore Defaults Note To change the order of a page in the Selected Pages Box click a page then click the blue up or down arrows on the right to move the selected page To delete a page from Selected Pages box click the page you want to remove and click the red X To remove all pages click the Clear link at the bottom right corner 10 Refer to the table below for a brief description of the available pages for presentation CMAs Cover sheet A cover page that contains your name office office phone number and e mail address You can also add a photo and description by clicking the Edit Subject button Market Analysis An explanation and overview of a CMA Explanation Minimums and Maximums_ Summarizes key fields of the listings in the analysis such as price bedrooms bat
20. hat begin with the letters you entered before the asterisk 4 Click Search to display a list of Agents that match your search criteria 32 33 Searching for Offices Follow the steps below to search for Offices in Matrix 1 Click the Search tab 2 Click the Yellow Pages link under Offices MATRIX My Matrix Add Edit Finance toster Realist Tax Agent Roster Office Roster 2 Agent Roster Yellow Fages D Offices Yellow Pages 3 Use the available fields to search for an Office Yellow Pages Search yellow pages search Office Code Office Name Di u Office DRE Association Citrus Walley East alley Glendale GG or Not ee Display a Line sl at 25 sl per page I to Clear 250 matches 7 Additional Fields Add Note Enter a few letters for the office name followed by an asterisk to search for any office names that begin with the letters you entered before the asterisk Cl 4 Click Search to display a list of offices that match your search criteria Appendix www CRMLSMobile com Accessing Listings Contacts Saved amp Favorite searches Open Houses Agents Offices on your Small Screen Smartphone Devices Note Your iPad can use www SRAR com Follow the steps below to get started 1 Open your mobile phones internet browser and navigate to http www CRMLSMobile com 2 Enter your Login User ID ex F123456789 3 Enter your Password Same as fo
21. he steps below to create a presentation CMA for your client 1 From the Search Results page select the comparable properties you want to include in the presentation CMA report Note You can select up to 50 listings for your CMA report Listings with an asterisk next to a status of Pending P or Closed S have been Auto Sold by the Matrix Platform and may contain inaccurate information Auto Sell is a Status Violation and takes effect 5 days after the Estimated COE Date on a listing that is in Pending or Backup Status When a listing Status is not changed or updated prior to the Estimated COE Date it goes to Auto sell with a status of P If the listing is not updated after 5 days of the Estimated COE Date it goes to a status of S Prior to each time frame Matrix will email all responsible parties Agent Broker and Association Board of the inaccurate information and the member may be subject to a fine 2 Click the CMA button Copa te _ MATRIX Home Wy Matrix dd Edit Finance Roster Realist Tax Logout Residential Detail Quick MLS w 4PBS SFR 4 M other Criteria 1 20 of 20 Checked 20 Un chectk all 20 Display agent 1 Line sl at 25 z per page View as 3 vious Next 1 mL 5 Type St Name LS Price Br Ba rBlt Soft LSqft DOM CDOM Sed 3547 D SERA ALDER WOOD Wir 195 000 42 00 1958 455 1 540 12 652 iri WID116881 S SFR A Blackwood ST 24 3 3 00 1988 1 690 12 197 31 31 Keid4258 Se SFR A PEACHWOOD PL 714 000 373 0
22. hrooms square feet price per square foot and year built Summary of Comparable Summarizes the comparable listings contained in the market Listings analysis Number of Days on Market A graph that illustrates the number of days on market for the listings in this analysis List and Sale Price A graph that illustrates the list price along with the sale price in Sold listings The Importance of Pricing Achart that highlights the importance of pricing correctly at market value Activity vs Timing A chart that highlights the importance of pricing correctly at market value The Effect of Over Pricing Achart that highlights the importance of pricing correctly at market value The Pitfalls of Overpricing Achart that highlights the importance of pricing correctly at market value Setting the Price A chart that highlights the importance of pricing correctly at market value sources of Buyers Illustrates the primary sources of buyers for your property Where a Commission Describes how commission is divided amongst all the parties Goes involved The Benefit of Using a Outlines the benefits of using a professional REALTOR to sell Professional Realtor your property My Guarantee to You Your personal guarantee to your client Steps to a Positive Describes the steps for making a positive showing of your Showing property What it Takes to Show Describes what it takes to show your property CMA Pro Report Shows thre
23. ironment This manual will guide you through creating a CMA contact and prospect management and using carts in the Matrix Platform Follow the steps in these sections to get started e Disabling Pop up Blockers e Accessing the Matrix Platform Disabling Pop up Blockers Your computer may have an Internet browser or security software that blocks Internet pop ups Matrix 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 Matrix products in Internet Explorer Stee on allowing pop ups from Matrix products in other Internet browsers or security software refer to your application s documentation 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 e http srar com e http realist2 firstamres com Realist Tax e http tm marketlinx com Smart Trac Smart Fax Accessing the Matrix Platform Follow the steps below to access the Matrix Platform 1 Open your web browser and go to hitp www srar com 2 Click the Login to CRISNetMLS Matrix button 3 Enter your SCOUT Login information and click Login You see the SRAR Matrix Home screen Creating a CMA Report A CMA Comparative Market Analysis report is a compilation of current and historical property pricing history information used to establish pricing recommendations for a subject property Follow
24. n one Mission Grove Privy Y Set Default Location Status Date v CHA Status Date Baths Total v Lot Sqft List Price Q Current Price Q Bedrooms Q Sqft G 1 Belmont Shore Park Maples Mar 2 Belmont Heights Alamitos Heig 3 Eastside Circle Area Ge or Not Builder s Tract Code El Q map search fro Map Selected Sycamore Canyon Wild a Ki of ai Lake L D f Atwood Gt Paachwood Fi 600 yds Clear Default Location Senior Com Q Year Built F 4 Downtown Area Alamitos Beach Map Book v Legal Tract Locate Address Street Address 6654 blackwood City riverside State ca Zip Locate Mark Search Region Draw Rectangle Craw Radius Draw Polygon Map Search Tips Draw as many shapes as you wish If you are using the Polygon shape left mouse click to set each point then when done right mouse click to end the shape Other tips Use the Clear link to clear the map To delete 4 single shape hover its red number then click Delete If you wish to exclude a certain area draw any shape then hover its red number and select Exclude CH Cancel 5 Use the draw tools to limit your search area to a specific distance In this example we will be using the Draw Radius tool Aerial eel Ue Mission Grove WK z Re center sycamore Canyon Wild 600 yds Locate Address Street Ad
25. nt 1 Line a at 25 per page View as 1 amp 8 Previous Net 1 2 ML S Type St Name L S Price Br Ba rbl Sqft Leqght DOM ZCDOhM F1835362 A SFR D ALISO ST 60015 250 000 4 3 2 00 1947 aS5 1 605 6 556 102 102 c10099611 A SFR A Notre Dame AV 250 000 371 00 1953 1114 6 048 8991 H10119763 A SFR D Academy Av 250 000 472 00 1955 1 312 6 000 92 92 H10128213 A SFR A ALBONA PL 250 000 4 372 00 1956 1469 6 230 66 66 11004391 A SFR D San Bernardino AN 250 000 denn 1952 2622 6600 SE R1100335 A SFR D WEIAR ST 750 000 3 2 00 1947 4SS 1 662 9 799 31731 H10077728 A SFR A virginia Au 255 000 3 1 00 1947 1418 8 878 75 75 11012675 A SFR A Darby Au 256 000 371 00 1952 1 014 7 735 14 14 wW11013481 A SFR D Hartford PL 256 000 32 00 1979 1 199 9400 12 29 W11017389 A SFR A S Reservoir ST 256 000 3 3 00 1992 1 608 3 851 4 4 W11002443 A SERA Arrow 259 000 3 2 00 1954 453 1 531 12 630 40 40 111000676 A SFR D Bobolink Wr 259 900 372 00 1961 1 726 7 200 4i 41 11004151 A SFR A Kellogg Park DR 259 900 372 00 1952 1 241 7 320 33 33 10132224 A SFR A La Verne AV 259 950 3 2 00 1954 1 552 5 620 49 49 Cog150291 A SFR D Carol DR 260 000 472 00 850 850 11001537 A SFR D W Grange Grove AV 260 000 372 00 1956 1 1i0 7 320 40 40 c10085171 A SFR D Fairfax LN 262 900 4 200 1963 1416 7 357 189 189 F d i M F M rc Previous Next 1 2 Top Bottom a Carts E Revise PI Email M Report p cma E Map o gt Stats Save s 12 Narrow
26. oto Medium e ED D Select a field in the Available Columns list then click the Add button to add them to the Selected 6 Columns list If you need to remove a fields from the Selected Columns list select the column and click the Remove bution Note To re order the columns select a column and use the Up and Down buttons To change the Label width or alignment of a column select the column in the Selected Columns list and make changes to the Label Pixel Width and Alignment fields as necessary Note You may need to increase the Width of some of the field to prevent information from being cutting off in your custom display 96 pixels is approximately equal to one inch 7 Click the checkbox next the icons you want to add to your custom display under Special Columns 8 Click Save to save your custom display or click Cancel to go back to the previous screen without saving 9 When you re done creating your custom Display click Done To view your Custom Display search for listings and select your custom display in the Display drop down list 1 25 of 29 Checked o Check all 29 Agent i Line display revious Next 1 2 Drea Pomona Pomona Pomona Pomona Previous Net 1 2 Top Bottom Bedrooms 3 3 P 3 Baths 2 00 1 00 2 00 2 00 City Pomona Pomona Pomona Pomona Display my Custom Display DES per page Edit WEI ae A Price 250 000 250 000 250 000 250 000 DoM 10
27. r CRISNet Matrix logon 4 Click the Login button 5 Begin your search Note Your wireless carrier may charge extra for internet usage on your mobile device Please contact your wireless provider for internet data rates and charges Computer Minimum System Requirements In order to access Matrix 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 Note To check your version of Internet Explorer click the Help menu and select About Internet Explorer If your version is not 7 0 or later click the Tools menu and select Windows Update in Internet Explorer 34
28. t 1 Line at 25 per page View as 424 vious Next 1 2 ML S Type St St Name MB L S Price Br Ba YrBlt Saft Loft DOoM CDOhM Fisa A SERA 122 W ALISO ST 60035 4 250 000 3 2 00 1947 ASS 1 605 6 556 102 102 Cio099611 A SFR A 2390 Notre Dame Au 250 000 3 1 00 1953 iiis 6 048 59 91 Hi0ii976s A SFR D 22356 Academy ANM 250 000 4 2 00 1955 1 312 6 000 KE Hi0i28213 A SFR A 662 ALBONA PL 250 0004 3 2 00 1956 1469 6 230 66 66 11004391 A SFRYD 620 San Bernardino AW 250 000 Ann 1952 2 622 6 600 32732 R1i100335 4 SFR D 1543 WEISER ST 250 000 3 2 00 1947 4SS 1 662 5 799 31 31 Hido77728 A SERA 2185 Virginia AY 255 000 3 100 1947 1 418 8 878 75 75 f1iniz675 A SFR SA 1419 Darby ANM 256 000 371 00 1952 1 014 yeaa 14 14 wWii013481 A SERA 903 Hartford PL 258 000 ann 1979 1 199 9 400 i2729 WLIOL Z32p9 4 SFR A 1765 S Reservoir ST 258 000 3 300 1992 1 608 3 001 4rd wWwiltte44s 4 SFR A 545 E Arrow 259 000 32 00 1954 55 1 531 12 630 40 40 Pre Iw Iw E Iw T ri E Iw Iw E T Iw Previous Next 1 2 Top Bottom zi Carts L Narrow Discard Note You can select up to 500 listings to export at a time Select your Custom Export from the drop down list then click the Export button Export 25 Records Export file format Custom Export dit Custom Export lt gt Back to Results To edit or update your export click the Edit Custom Export button To return to the Search Results page click the Return to Search bu
29. the steps in these sections to create a Quick or Presentation CMA report Searching for Comparable Properties Mapping Comparable Properties Generating a Presentation CMA Generating Quick or Statistical CMA Reports Exporting Listings for Other CMA Programs Searching for Comparable Properties When searching for comparables you should keep your search criteria and location criteria as close to your subject property as possible Follow the steps below to search for comparables 1 Click the Search tab 2 Click the Detail link for the type of property you re analyzing In this example we will be searching for residential properties _ MATRIX ome Search My Matrix Add Edit Finance Roster Realist Tax Residential Residential Cart My Residential 23 Pa Quick MS Address Today s New Listings Create Your Own Residential Income Detail Quick MS Address Today s New Listings Create Your Own 3 Click Map Search basic Status Pending Sale Backup Offer Closed Sale Expired Ge or Not Type more click W Single Family Residence Condominium Townhouse Manufacture 433 Manufacture Without 433 or Not Structure Attached W Detached Attached AO oD Mission Grove Pkwy N ark Juniperhill Ln Laurelbrook Dr Acacia Glen Dy e Doowopeug Clearvood Awe Cottonwood Aye Graceield Way Bathurst Ra r hi alls Ln die et Mag
30. to move to the next section of the CMA Wizard 14 14 Set values for property features to automatically adjust all of the comparables according to the amounts you specified view in Detail Mode Adjustment Details Adjusted Bedrooms Di d P wm a FF d Status 15 Note If the Adjustments button is grayed out the Price Adjustments page was not added to your CMA report Click Feature Yalue 6354 Blackwood 247 ALDER WOOD Wr 6854 Blackwood ST 617 PESCHWOOD PL 6940 Blackwood ST 61 GRACEFIELD Way 436 Pinetree Wy 6o76 LOURELBROOK 63911 IRONWOOD DR 69835 MISSION GROVE 650 Lakewood DR 6903 Cypress Grove DR 681i DEERWOOD 606 Peachwood PL 6611 Ironwood OR 6940 BLACK WOOD ST 264 PINETREE Wr 6441 FIR Wooo CT bo 2 CYPRESS GROVE 6749 MISSION GROVE 6608 DARK Wooo DR Low Median Average High UI A AA A A A A A A A A A A A DI A A A A 0 195 000 2 214 000 265 000 287 500 315 000 320 000 320 000 325 000 334 900 335 000 337 000 370 000 419 900 475 000 515 000 539 900 540 000 550 000 660 000 2 334 950 365 910 660 000 Price 195 000 2 214 000 265 000 287 500 315 000 320 000 320 000 325 000 334 900 335 000 337 000 370 000 419 900 475 000 515 000 539 900 540 000 550 000 660 000 2 334 950 365 910 660 000 Lakewood CH Riverside Lakewood CH Riverside Riverside Riverside Riverside Riverside Riverside Riverside Riverside Riverside
31. tton Viewing Historical Listing Information The history of a listing displays a detailed record of all Status Price and Selling Compensation changes Follow the steps in these sections to search view property history e Viewing History by Address APN or MLS Number e Viewing History for Multiple Listings Viewing History by Address APN or MLS Number Follow the steps below to view historical listing information for a single property by Address or APN number 1 Click the Search tab 2 Click the Address Search link under Property History e Cee bal Sa MATRIX ome Searc My Matrix Add Edit Residential Finance taster Realist Tax Residential Cart My Residential 2 Detail Quick MS Address Today s New Listings Create Your Own Property History Address Search 3 Type an address APN or MLS number into the available fields then click Search 4 Address Search Search for Listing History by entering one or more ML numbers Search for Property History by entering the APN or Address APN ML v vg Street Number Street Name Q 63854 Q Blackwood Te T Direction Suffix City North Avenue 29 Palms a1 O Los Angeles a East Boulevard Acampo Riverside South Drive Acton San Bernardino West Road HM Adelanto eil Orange x CG or Not or Not or C Not P or Not Display 1 Line Listing History at 25 per page E Clear a Count 28 Viewing History
32. u Legal Tract Q 9 Select additional search criteria as necessary Do not select an Area or City the Map Search will automatically limit the search area based on the area you specified in the Map Search Note For a list of special characters allowed for search fields Additional Search Options If you need help entering search criteria click the icon next to the field you need help with 10 Click the Search button basic Status or Not Type Single Family Residence z Manufacture Without 433 Ge or Not Structure Attached O Detached Attached Display agent 1 Line E at 25 EN per page 5 K Clear more click e or Not Area K Belmont Shore Park Maples Mar zs 1 2 Belmont Heights Alamitos Heig 3 Eastside Circle Area Downtown Area Alamitos Beachy or Not Builder s Tract Code K EI Map Search Map Area Selected Clear Map 260 matches List Price Q Current Price e Bedrooms e Sqft Vd Year Built k ve Zip Code Y Status Date K CMA Status Date E Baths Total Lot Saft Vi Senior Com el d Map Book o Legal Tract a ida Stats Refer to these sections to map the comparables generate the CMA report or export listings for analysis in another CMA programs e Mapping Comparable Properties e Generating a Presentation CMA e Generating Quick or Statistical CMA Reports
33. utton on the navigation bar to go back and add a Cover page e Enter your contact information under Agent Information To save your contact information for future CMAs click Set as Defaults e Click Browse under Agent Photo or Broker Logo to upload a photo of yourself or a broker s logo that you have saved on your computer 11 Click the Comparables button to move to the next section of the CMA Wizard 12 Do one of the following e To add additional comparables click the Search for Additional Comparables or Add Comparables from Cart button e To remove comparables click the checkbox next to each comparable you want to remove then click the Remove Selected button Selected Comparables 1 70 of 20 Checked 0 Check all 20 Previous Wext 1 Bottom ML S Type St Name L S Price Br Ba TrBlt Soft LSqt DoOM CDOM Bead5547 D SFR G SLOER WOOD wr 195 000 4 2 00 1966 4855 1 540 12 632 i i 10116881 S SFR A Blackwood ST 24 3 3 00 1988 1 690 12 197 31 31 K214256 S SERA PEACHWOODB PL 214 000 373 00 1992 1 970 11 761 oro 409108177 S SFR A Blackwood ST 265 000 4 3 00 1986 1 867 12 196 265 265 1289740 S SFR A GRACEFIELD WAT 287 500 8 4 2 75 1986 2 272 8 712 20 20 110086697 S SFR A Pinetree WY 315 000 5 3 00 1989 2 658 12 196 116 116 1312794 S SFR LAUR ELBROGE 320 000 86 573 00 2 293 fa fa OOOAOAAAAO Previous Net 1 Top 4 Search for Additional Comparables Add Comparables fram Cart 13 Click the Adjustments button
34. x Add Edit Finance Roster Realist Tax Logout Summary Contacts Auto Emails Saved Searches Sent Email CMAs Watched Listings My Listings Settings Contacts 2 Auto Emails Concierge Saved Searches Sent Email CMAs Watched Listings Note You can also click the Contacts link on the My Matrix tab and open the CMA for a particular client Click the arrow next to expand the CMA to do the following e Click Edit CMA button to make changes to an existing CMA report e Click View CMA button to view a previously generated CMA report e Click Email CMA button to email the selected CMA report to a client e Click Delete CMA button to delete the CMA report CMAS 2 Search A Description Contact Name Type 6854 Blackwood Comps 1 Client Residential 6654 Blackwood Counts of Comparable Properties Pending Sale 1 Closed Sale 19 Total 20 Edit CHA View CMA Email CMa Delete CMA e Unnamed CMA Residential of Start a New CMA Tei Filter By Type ss choose a type sl When Created Last Modified 11 46 4M 11 47 4M 2 11 2011 2 11 2011 You can also use the buttons at the bottom of the screen to start anew CMA copy the selected CMA and delete selected CMAs Note The Matrix Platform automatically deletes unmodified CMAs that are 90 day old 18 Generating Quick or Statistical CMA Reports Follow the steps below to generate a Quick CMA or Statistical CMA for any property type B
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