Matrix Overview Part 1- Getting Started

Transcription

1 Matrix Overview Part 1- Getting Started Houston Association of Realtors 3 Hours CE Course#: CE Pending

2 2 Table of Contents 1. My Matrix Contacts (Add) Contacts (Manage) Saved Searches My Matrix CMAs My Information Add / Edit Listings Public Records Searching Criteria Search Numeric Fields Search Symbols and Wildcards Additional Fields Map Search Map Layers Speed Bar Search Recent Searches Working With Results 24 Icons Button Bar Actions Print CMA Driving Directions Stats Export Quick CMA Cloud CMA Text Listings Refine Narrow Discard Save... 40

3 3 Table of Contents New Saved Search New Auto Carts Auto to Contacts The Client Portal 47

4 My Matrix 1 My Matrix 1.1 Contacts (Add) From the Matrix navigation menu, hover over the "My Matrix" tab and select "Contacts". Click "Add" on the Button Bar. From the "Personal Information" modal pop-up, fill out all mandatory fields. Additional option fields can be viewed by clicking the "Show All Fields" link on the Button Bar. Click "Save" on the Button Bar. 4

5 My Matrix 1.2 Contacts (Manage) 1. View number of "Contacts" displayed. 2. Search for contacts by name or by filter. 3. Click the "Expand" icon to open a section panel. Click the "Collapse" icon to close a section panel. Click the "Collapse All" icon to close all subsection panels at once. 4. Manage Contact 5. Expand to view, or manage, the following items. 5a. Portal Activity: view a timeline of this contacts most recent Portal activity. 5b. Portal Searches: view the results of custom searches created, and saved, in the Client Portal. 5c. Auto s: manage each of the Auto s created for this contact. 5d. Saved Searches: manage each of the saved searches created for this contact. 5e. CMAs: manage each of the CMAs created for this contact. 5f. Sent view a collection of recent s sent to this contact. 6. Click a number to view listings that are stored in this contact's cart, grouped in their favorites/possibilities/discards folder, or display a collection of sent/received listing notes. 5

6 My Matrix 1.3 Saved Searches 1. From the Matrix navigation menu, hover the "My Matrix" tab and select "Saved Searches". 2. Click the Saved Search name you would like to manage and select an action. 3. Click Settings to update your Saved Search name, assign the search to a specific contact or add/remove it as a Home Page favorite. Note: a saved search can also be turned into an Auto Click "Criteria" to update your Saved Search criteria. 5. Click "Results" to display the results of your Saved Search. 6. Click "Date Since" to display the results of your Saved Search since the last time the search was run. 7. Click "Market Update" to display the results of your Saved Search since the last time the search was run or between a specified date range. 8. Click "Delete" to permanently delete your Saved Search. 6

7 My Matrix 1.4 My Matrix CMAs From the Matrix navigation menu, hover the "My Matrix" tab and select "My Matrix CMAs". Click "Start a New CMA" on the Button Bar. Click "Start" (default position) to select a CMA Contact. Click "Pages" to select from "Available Pages". Click "Subject" to fill Subject Property details from a blank form, a listing number or by searching for a listing. 5a. Click the Custom Field dropdown list to add an additional field to the Subject Property. 6. Click "Cover" to add your contact information, subject photo, agent information and agent logo to the CMA cover. 7. Click "Comparables" to add comparables from a search or from a cart. 8. Click "Map" to include a map that displays the location of comparables in relation to the subject property. 9. Click "Adjustments" to adjust a comparable's feature value. 10. Click "Pricing" to view a Summary of Comparable Prices and Adjusted Comparable Prices. 11. Click "Finish" for a "CMA Summary" and to view or your completed CMA. Note: My Matrix CMAs is also where you manage a previously created CMA. 7

8 My Matrix 1.5 My Information 1. From the Matrix navigation menu, hover the "My Matrix" tab and select "My Information". 2. My Information: update your roster information as you would like it to appear in the following Matrix features: 2a. Information: click the "My Information" link to pre-populate how your contact information will appear in the following Matrix features. Click the "Override" checkbox to override any associated Roster information, then click "Save". 8

9 My Matrix 2b. Header & Footer: used to brand printed reports, agent webpages and the Client Portal. 9

10 My Matrix 2c. CMA Cover Sheet: manage how you would like your contact information to appear on a CMA cover page. Click on the "Override" checkbox to override any associated pre-populated information, then click "Save". 10

11 My Matrix 2d. Signature: add your photo, text, as well as any links, then click the "Save" button to include this signature on all outgoing messages sent by you, or on your behalf, from Matrix. 11

12 My Matrix 2e. Portal Profile: manage the Agent information that you would like to display on your Client's Portal Welcome page. Select, as an option, an Inventory checkbox to include your current listings, or your office's current listings, to the Portal information section, then click "Save". 3. Speed Bar Shortcuts: manage existing Speed Bar Shortcuts by clicking on your custom shortcut name. 4. Team Settings: manage team members by allowing them to create new listings, send CMA's, Reports and under your identity or just to work on your behalf. 5. Custom Displays: from the "Available Columns" listbox, first select which fields you would like to appear on your custom results display, name your custom display, then click "Save". 6. Custom Exports: export specific fields from your selected listing(s) to a.csv file. 6a. From the "Manage Custom Exports" page, click the "Add Export" button. 6b. From the "Available Fields" listbox, select which field(s) you would like to export. 6c. Identify each column in your.csv file by including the field name or label (optional). 6d. Name your custom export. 6e. Click "Save". 12

13 My Matrix 2 Add / Edit Listings From the Add/Edit (Input) menu, click Matrix Add/Edit. From there you can select to Add New or Edit Existing Listings. Listings can also be edited from the My Listings widget on the Home screen of Matrix. 13

14 Add / Edit Listings 3 Public Records Public Records will give the user access to the Realist Tax program as well as Mud Bond information. 14

15 Public Records 4 Searching 4.1 Criteria Search From the Search menu, this is the Single Family Quick Search screen. 15

16 16 Searching Numeric Fields The price defaults to include the trailing zeroes: The price is an exact match field. If the search is for $200,000 If the search is for $200,000 and over If the search is for $200,000 - $300,000 Enter 200 Enter 200+ Enter Property Information Fields All of the property information fields are also exact match fields. If the search is for 3 or more bedrooms If the search is for exactly 3 bedrooms If the search is for 3 to 5 bedrooms If the search is for 3 or less bedrooms Enter 3+ Enter 3 Enter 3-5 Enter 3-

17 17 Searching Search Symbols and Wildcards In fields where text is entered instead of choosing an item off of a list (such as Subdivision), wildcards may be entered. * is the wildcard symbol! is the negative symbol Begins With- if the search is for: Garden Oaks [anything] i.e. Garden Oak s Section 1, Garden Oak s Section 2 Ends With- If the search is for [anything] Oaks i.e. Garden Oak s, Bay Oak s, River Oak s Contains- If the search is for: [anything] Oaks [anything] i.e. Bay Oak s Section 1, Garden Oak s Section 2 Not- If the search is for: anything but exactly Garden Oaks i.e. Garden Oak s Section 1, Garden Oak s Section 2, but not Garden Oak s Does Not Contain- If the search is for: anything without Oaks i.e. Garden Villas but not Garden Oak s Enter Garden Oaks* Enter *Oaks Enter *Oaks* Enter!Garden Oaks Enter!*Oaks*

18 Searching 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. When Add is selected, the Frequently Used Fields window presents fields available to be added. 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. 18

19 Searching 4.2 Map Search The Map can be accessed by selecting the Map tab from either the Search/Criteria screen or the Results screen. 19

20 Searching An area can be searched by selecting the Radius, Rectangle or Polygon tools. The desired area can be traced with a click/tap each time the direction changes. Clicking/tapping the red starting point will complete the shape. 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. The resulting listings will be limited by the area(s) selected on the map. Note: More than one shape may be used. Also, there can be a shape within a shape (i.e. limited to a certain area, minus a few streets). 20

21 Searching Map Layers Design your own custom maps by choosing from several layers of geographic information. Each layer can be displayed individually or mixed with others to create the perfect map to meet your needs. 21

22 Searching 4.3 Speed Bar Search Throughout Matrix, the Speed Bar populates at the top of the screen. The primary uses for the Speed Bar are: MLS Number Search Address Search Agent Search Office Search Open House Search However, the Speed Bar can be used for several different search criteria options. Click the Question Mark icon for Speed Bar shortcuts. 22

23 Searching 4.4 Recent Searches 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 Matrix are displayed. The system will keep searches in the Recent Searches for no more than a week, the maximum number of searches stored is

24 Searching 5 Working With 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. 24

25 Working With Results 5.1 Icons On the left of the Results Grid, icons can be selected for more information. The first checkbox is to Select a listing. This icon allows you to view photos of the listing. This icon will show the property on a map. This icon links to the Realist Tax data for the listing. This icon will show the Property History report. This icon opens attachments or documents for the listing. Note: If an icon is not applicable to the listing, it might not appear. For example, if there are no attachments uploaded, the attachment icon will not be placed on that listing. 25

26 Working With Results 6 Button Bar 6.1 Actions On the results screen, when listings are selected, they can be ed. 26

27 Button Bar The will be sent when the agent adds a recipient, a subject and a message and selects Send. 27

28 Button Bar Print On the results screen, when listings are selected, they can be printed. From the Print dialog box, a report can be selected and printed. 28

29 Button Bar CMA On the results screen, when listings are selected, they can be used as comparables in a CMA. Use the navigation bar at the top of the screen as your guide. Following the steps in the order they are listed will guide users through the process of creating a CMA report. 29

30 Button Bar Driving Directions On the results screen, when listings are selected, driving directions can be created. The desired properties can be checked, then Directions selected. The listings can be dragged and dropped into the desired order. 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 ed and printed. 30

31 Button Bar Stats On the results screen, when listings are selected, they can be used in a stats report. Once the stats report is selected, it will display a chart-style report. 31

32 Button Bar Export On the results screen, when listings are selected, they can be exported on to an Excel spreadsheet. 32

33 Button Bar Quick CMA On the results screen, when listings are selected, a Quick CMA report can be generated to download or print. 33

34 Button Bar The Quick CMA will compare listings in a chart-style format. This PDF can be printed or downloaded to a computer. 34

35 Button Bar Cloud CMA On the results screen, when listings are selected, they can be used as comparables in the Cloud CMA tool. 35

36 Button Bar Cloud CMA allows users to create custom, engaging CMA Reports, Buyer Tour Reports, Property Reports and Flyers. *Cloud CMA is only available for HAR MLS Platinum Subscribers. 36

37 Button Bar Text Listings On the results screen, when listings are selected, they can be sent via text message. 37

38 Button Bar 6.2 Refine Narrow On the results screen, when listings are selected, clicking narrow will remove the unselected listings. Narrowed Results: 38

39 Button Bar Discard On the results screen, when listings are selected, clicking discard will remove the selected listings. Discarded Results: 39

40 Button Bar 6.3 Save New Saved Search On the results screen, New Saved Search will allow users to save a search for quick access at a later time. 40

41 Button Bar New Auto On the results screen, New Auto will allow users to have the system notify their contacts when there are new or updated properties that match their criteria. *For more information on the Auto function, see the 'Auto to Contacts' section. 6.4 Carts Carts will allow users to store properties for use at a later time. 41

42 Button Bar 42

43 Button Bar 7 Auto to Contacts To have the system generate listings s to clients, first a search needs to be created. Once the initial listings are selected/checked, click "Save", then "New Auto ". 43

44 Auto to Contacts This opens the Auto dialog box. 44

45 Auto to Contacts Either an existing Contact may be chosen by selecting the down arrow and choosing from a list or a new Contact may be created. First name, last name and address are all required fields. Next, a Subject must be entered for the s. The system will generate a message for the body of the , but it can be modified by entering new text in the Message field. 45

46 Auto to Contacts Under Settings, the system defaults can be changed. Enable Concierge Mode sends the listings to the agent to select/review before sending the listings to the client. Enable as Favorite Search saves the search for immediate access on the Home Screen. Schedule determines the frequency of the auto s. ASAP sends the s when a listing matches the criteria. Daily can be set to up to twice a day on the selected days. Monthly sends the on the first of the month. Once the information is saved, the system will start sending the s. 46

47 Auto to Contacts 8 The Client Portal The activity of all contacts can be accessed from the Matrix navigation menu. Hover the "My Matrix" tab and select "Contacts". The icons in the top right corner indicated listings the client may have marked as a favorites, possibilities or discards. The down arrow next to the client's name can be selected to see the client's portal details. 47

48 The Client Portal Selecting Open Portal will display the client's welcome screen. 48

49 The Client Portal 49