Watch Starter Path Helpful Videos
Matrix - How to Set Up My InformationLearn how to set up your Matrix branding, including your photo. Your customers and prospects can see the contact and branding information you input into Matrix on various things like listings, CMA reports,
and auto-emails, so this is the best place to start.
The Customer Portal & Portal Notification SettingsLearn how to access your customer portal settings, preview what your customers see when they visit their portals, track your customers’ activity, and receive notifications in just 10 minutes!
Onboarding – Adding Additional Fields Matrix offers various search options for each property type, but not all of those fields are displayed in the pre-set Quick or Detailed search functions. Learn how to add search criteria to
your Matrix search in our 5-minute video tutorial!
Using Speed Bar ShortcutsThe Speed Bar search feature in Matrix allows you to quickly access a saved search by using a shortcut, or you can run a new search on-the-fly with shorthand codes all from your home page. Learn how to use this popular
feature with our 3-minute shortcut video tutorial & shorthand guide.
Using WildcardsWhen you’re working with buyers who specifically want granite countertops, stainless steel appliances, or Mid-Century charm, it can be challenging to uncover all of the options out there. Luckily, Matrix offers a Wild Card search
feature that allows you to scan the public or Realtor® only remarks fields for keywords that relate to your buyers’ particular wants.
Matrix 360The Matrix™ 360 property view display saves you time by integrating listing and public records information into one place from virtually any device on desktop or mobile. Watch an overview of the features and functions of the
Matrix 360 property view display option inside of Matrix.
Creating a Saved SearchIt’s so important to keep your buyers up to speed on the latest listings during their home search, but that can seem impossible with how fast information moves these days. A sure-fire way to position yourself as the
local expert and ensure your buyers are getting timely listing news is to save their unique search criteria and set up an auto-email for them inside of Matrix.
Accessing The MLSMatrix is loaded with tools and features for you, but when you’re new to the system it can be challenging to know what’s what. Let us take you on a brief and high-level tour of the Matrix menu interface to help you get your
footing. And, don’t forget you can customize your homepage view in Matrix, we’ll show you how to do that too.