Matrix After Nov. 15: Key Features to Help You Save Time and Money

Everyone does business differently, and Matrix is designed to be customized to each user. We can help you understand how Matrix operates and what it can do.  Your job is to know which things you need to do your business – and how to set up the system so it works for you.

Once you’ve moved past the Progression, get to know the features that make Matrix the best MLS tool on the market for real estate professionals. In addition to saving you time, many of these are competitive with third-party applications, and may help you save costs as well.

The top-level benefits can be separated into key areas of emphasis:

Advanced client relationship management

My Matrix offers saved email and portal activity history per client; the ability to track, search and filter by client activity level; and even the ability to administrate the client portal for high-level or VIP clients.

The Client Portal provides each client with a personalized environment in which to view and keep track of listings of interest, while allowing agents to track their clients’ activities and provide support and advice based on their most current interests.

The Goggles feature lets an agent quickly view search results ‘as’ a particular client, including which properties you’ve sent them and how they’ve responded to each

The ‘Concierge’ feature allows agents the option to view and approve auto-emails prior to the email being sent to the client. After being notified of new matches, agents can approve or decline listings that meet each client’s unique search criteria, then green-light the email for distribution.

For listing agents, Matrix’s ‘Hit Counters’ functionality allows agents to track the activity their listings receive through any Matrix portal used in the system—not just the data from their own clients’ portals, but how many times any client or any agent has viewed a particular listing inside his or her own portal.

Time-savers

The Matrix Dashboard features personalized settings and up-to-the-minute data customized to your farm area. Options include Watched Listing, Cart and the home page MarketWatch widget; immediate access to top 15 saved searches and other reports; built-in templates and dynamically-loaded (self-updating) displays and reports such as agent single-line hotsheet.

The Speed Bar – the ultimate time-saver for quick searches using standard and customizable shortcodes, available from every search screen and from the Matrix Dashboard

Count on the fly up to 2500
Displays the number of relevant search results (up to 2,500) at the bottom of the search screen dynamically as criteria is entered, allowing agents to modify searches while still in the search screen. This is also useful for Tabular Statistics – allowing agents to view market activity on a broader basis, by clicking the Stats button at the bottom of the search results and selecting Tabular.
Free, Built-in Reports

Matrix CMA offers an easy-to-use template with many customization options including up to 25 different components that can be added to the client presentation.

Matrix Stats offers close to a dozen preset reports and many customization options for graphic display as well as tabular export

Maximizing Productivity

While the stand-alone features are very impressive in terms of what Matrix can deliver to speed up your workflows, our in-house experts have identified ways to use these features together in combination, in common scenarios that an agent faces every day.

For users who have completed our Matrix Basics and Advanced courses, our next-steps Productivity Pack course shows you how to automate the generation and distribution of market intelligence (listing inventories and listing activity) customized to your marketplace and frequency requirements. You will also learn how to quickly generate and publish special reports.

For example, following the steps of our Buyers Tour Kit combines the Agent Report, Map/Driving Directions and a Quick CMA Report for market intelligence, putting all the information you need in your hands. In addition, your Buyers will receive the Client Report and Map/Driving Directions. You can either email yourself the reports to have on your mobile device for on the go, print the report or just save it.

Other Productivity Pack highlights:

• Generation and automated delivery of Listing Inventory Reports
• Generation and automated delivery of Listing Activity Reports
• Data including graphics, saved and customized to geography for Market Stats and Trends
• Generation and automated delivery of Listing Opportunity Reports
• Automated notification that tracks and reports Listing Competition
• Streamlining searches through the use of saved Search and Map Search Templates
• Organizing and managing listing data using agent and buyer Carts

We are currently developing our online resources for the Productivity Pack; in the meantime please check our Training calendar for our instructor-led training schedule, or ask your Association about a class near you. To schedule a Matrix Productivity Pack course at your office, please contact Mark Messimer.