Reference Guide for Matrix Mobile

Transcription

1 Reference Guide for Matrix Mobile Page 1

2 Table of Contents Chapter 1: Getting Started Page 3 Matrix Navigation Overview Page 4 Chapter 2: Performing Searches Page 5 Search Types/Residential Page 5 Search Results Page 6 Full Listing Results Page 7 Chapter 3: Saved Searches Page 8 Chapter 4: Using the Cart Page 9 Chapter 5: Contacts Page 11 Chapter 6: Viewing Photos Page 12 Chapter 7: Viewing the Map Page 13 Chapter 8: Page 14 Chapter 9: Settings Page 15 Page 2

3 Chapter 1: Getting Started How to Login and Logout Matrix Mobile is a stripped down text-based version of the Matrix system you are accustomed to. This makes it easy to view listings, access listings, and create searches on your PDA (personal data assistant) device. Logging into Matrix Open your PDA s web browser and in the address line type [ The next screen you see should be the Matrix login screen. When the login screen appears, type in your MLS ID and Password (Note the password is case sensitive). Then select the button. Once you are logged in, the Matrix Mobile Home Page will appear as shown below. Page 3

4 Matrix Navigation Overview Residential: Search for Residential properties (SF, Condo, Townhouse, etc.) Multifamily: Search for Multifamily properties Commercial: Search for Commercial MLS listings Vacant Land: Search for Vacant Land or Lot MLS listings Cross Property: Search for MLS listings which cover all property types. Tax: Search and lookup Tax records over 6 counties Saved Searches: Access, manage, and modify pre-existing saved searches you have created. The number in brackets indicates how many you have. (see Chapter 3) Contacts: Create and manage contacts for reference or to be auto- ed new listing notifications. The number in brackets indicates how many you have. (see Chapter 5) Settings: Change whether the first photo or map is displayed for each listing (see Chapter 9) Logout: Log out of the Matrix Mobile system to ensure the security of your information. MLS# Search: Quick access to search for specific MLS numbers. Press to begin the search. Page 4

5 Chapter 2: Performing Searches All property search types (Residential, Vacant Land, Industrial Commercial, and Cross Property) display the same basic search window. For the purposes of this documentation, we will focus on Residential. Search Types: Residential: MLS#: Price Street #: Street Name: Zip Code: Status: This is where you type in the desired MLS numbers to search for. Use a comma to separate multiple items in a list. Criteria for listing price (enter either single value or price range) You can search for properties by house/address number. Search for listings based on their street name. Search for listings based on their Zip Code number. Determine and select the listing status(es) to search for. Bedrooms: Full Baths: Sqft Clear Search: Home: Number of Bedrooms in property: Use dash for ranges (ie: 2-4) Use + or - for greater/less than (2-, 2+) Number of Full Baths in property: Same rules apply as Bedrooms Total Square Footage Same rules apply as Bedrooms (ie: 1200+) Clear your existing search criteria and start over. Navigate back to the home (main) page. Page 5

6 Search Results Single-Line You should receive a single-line display of all your listings after pressing the Search button. You can view the full display of any property by selecting its respective single-line link. The listing status for each property will be enclosed in square brackets at the beginning of the link. The current list price will be shown at the end of the link in brackets. *NOTE: You can select the Next link to view the next 25 results in your search. Once you have done this, you will then be able to select Previous to view the previous 25 results in your search. Revise allows you to return to the original search page and modify your search criteria. will take you to a page where you can the desired listings (see Chapter 8). View Cart allows you to view listings that you have already added to your cart (see Chapter 4) Empty Cart will clear your cart of all listings Home will take you back to the home page. Page 6

7 Full Listings Results Navigate between each listing via Full Listing view. Select Next or Previous link. Full Listing Details View Photos View Map Single Line View Revise Add to Cart View all photos for listing (brackets denotes total # of photos) View full map of listing (See Chap 6) Switch back to single line view Revise & return to the search page listing Add this listing to your cart (*Cart features explained later) Page 7

8 Chapter 3: Saved Searches From the home page, you can access and edit your Hot Searches and Saved Searches. Saved Search screen: Details of Hot/Saved Search All Saved Searches screen: Run Revise Single Line View Run the Saved Search to view results. Revise search criteria (see Chap 2) Return to the previous saved searches list. View Saved Searches Links to each Saved Search View Saved Searches (if any) created by you under Matrix. Select a saved search to see its details. You can then run or revise the search afterwards. Page 8

9 Chapter 4: Using the Cart The Cart is used to save/bookmark listings across any property type for future reference. This can be especially useful if you want to note specific listings without including them in a search necessarily. You also have the ability to all listings in the cart at once. The Cart can be accessed from the bottom of any listing in Single Line or Full Display view. Single Line Search View: Full Display View: (listing added) View Cart Empty Cart The Cart allows you to save listings and combine them with listings from other search results (brackets note # of listings in cart) Clear all listings that are currently stored in the cart. Full Display View: (listing not added) Remove from Cart Empty Cart Remove listing from the Cart Clear all listings that are currently stored in the cart. Add to Cart Empty Cart Add listing to the Cart Clear all listings that are currently stored in the cart. Page 9

10 View Cart display: Display number of listings in the Cart. Single Line Display of listings in Cart. Back to Search Results Empty Cart Return to previous search results. all listings in Cart (see Chap 8). Clear all listings in the cart. Page 10

11 Chapter 5: Contacts Contacts List: Contacts (links) Select a contact to view the details. Add Contact Add a contact to list Contact Details screen: Contact Details: Name, , Address Edit Contact Delete Contact Add Contact Navigate between each contact. Select Next or Previous Edit Contact information Delete Contact from list Add Contact to list Add/Edit Contact screen: Add new or edit existing details of a contact. There are sections for Personal, Home, and Business Information. First Name, Last Name, and are required. Save Cancel Save your additions/changes after entering contact details. Cancel changes & return to prev page. Page 11

12 Chapter 6: Viewing Photos The following is the screen you will see when you have selected View Photos from any listing s full display or map page. Navigate between each set of photos. Select Next or Previous View Map Back to Full Display View map of listing (See Chap 7). Return to the listing s full display. Up to 5 Photos will be displayed per screen Photos ( Up to 5 per page) Page 12

13 Chapter 7: Viewing the Map The following is the screen you will see when you have selected View Map from any listing s full display or the photos page. View Photos Back to Full Display View photos for listing (See Chap 6) Return to the listing s full display. Map Display map of listing (c/o MapPoint) Page 13

14 Chapter 8: When you have accessed the full display of a listing, you have the option of ing this listing to a contact. This can either be a new address, or someone in your Contacts list (see Chap 5). Display Send To Bcc Me Display Mode Subject Send Back to Search Results Enter the address to send to, or choose one from your contact list (see Chap 5). Choose to send yourself a blind carbon copy of the (select checkbox). Setup display mode for . Enter a Subject for the . Send the out. Return to previous search results Display dropdown box: Select the Display dropdown box to choose the desired display. Page 14

15 Chapter 9: Settings After saving your settings, you will be returned to the Home page. Show Photo on Display Show Map on Display Save Select whether the first photo is displayed on a listing s full view (select checkbox). Select whether the map is displayed on a listing s full display (select checkbox). Select to Save the changes. Page 15