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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: Tips for Searching Across Multiple Property Classes

These Tips will help those who are trying to search, setup an auto-email notification, or send direct emails that include multiple classes and have the full Client function.

The Cross-Class (Classes 1-10) Client Portal lacks some features that a normal Client Portal would have, like the Residential Property, Multi-Family and Commercial Industrial Client Portals. These tips will help you avoid using the Cross-Class Portal so your clients do not loose useful features. Please keep in mind these tips may not be for everyone. If you choose to use the Cross-Class Portal, please be aware that some functions are not yet available.

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How To: Auto Email

This is a step by step on how to do an Auto Email

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How To: Modify An Existing Email (Auto and/or Concierge)

This is a step by step on how to modify an existing auto email and/or an existing email with concierge mode

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How To: Work with the Client Portal – Direct and Auto Email

You may email listing information to your clients in two ways: manually or automatically. Both types of email contain a hyperlink which your client can click to visit The Portal, and view the listing information you prepared for them.