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How Tos

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Choose from our complete library of How To’s:

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Reverse Prospecting

Click Here for a Printable Version Reverse Prospecting allows a listing agent to view a prospecting Agent or Broker’s information that has an automated email that contains the listing agent’s specific listing. All prospect information in Matrix is confidential. The results that appear will display the prospecting agent’s name, email address, office name, office phone number and the [...]

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How To: Customize your Hotsheet in the Dashboard

This is a step by step on how to customize your Hotsheet in the Dashboard

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How To: Advanced CMA

After you have Started a CMA and you are on the search results page, then you can continue the steps to creating a full CMA.

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How To: Advanced Open House Search

You can now run an Advanced Search by adding the Open House field in your property search. This will allow you to run a search within a price range along with any additional search criteria. Also, you can now view your search results to see if any of the homes that appeared have an Open House for the following weekend.

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How To: Open House Display

We introduced a new Open House Display which will allow you to see what listings from your search results have an open house for the upcoming weekend. This display can be viewed from our drop down Display menu, from the Reports button, as well as the Client Portal. Havingthe display in the Client Portal will be useful to your clients who are curious to know which homes are going to have an open house from the list of properties you email to them.

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How To: Tabular Statistics

In Matrix, the Tabular Statistic can show summaries (averages and sums where applicable) on additional data points, including: List Price, DOM, Sale Price, Building Square Feet, Lot Size, and Price per Square Foot. Based off of your search results, you can select from a set of four displays: Basic, By Market Area, By Status and Price, or By Status and Type.

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How To: Speed Bar

The Matrix Speed Bar is a multi-purpose searching tool that recognizes specific short-hands for Property Type, Street Name, and Agent Name searches. As you conduct searches, Matrix will automatically show you the short-hand codes for each search in the Speed Bar, located at the top of each Matrix screen. The behavior of the Speed Bar will be the same, and is independent of the Matrix tabbed section you most commonly use. In addition, you may use the Recent Search History list to the right of the Speed Bar to easily jump between previous searches.

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How To: Finding a Recent Search

This is a step by step on where to go to retrieve recently searches you conducted

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How To: Basic Statistics Search

This is a step by step on how to do a BASIC statistics search in Matrix