Adding Contingencies to a One Line Grid

Yes. Matrix has specific fields for this:

1. Log into Matrix
2. Click on the Search tab
3. Choose the property type to search on
4. On the search screen locate the field called Disclosures
5. In the drop down list you will see selections like Bank Repo, Govt Owned, and Short/Comp sale
6. These selections will give you distressed properties

How can I search for my office’s transactions as the Listing Office?

1. Hover over the Search tab and choose the Cross Property search.
2. Scroll down and identify if all fields for the search are included. Date Status Change and Office Listing ID will need to be included. If not, then click the link labeled Add to add them to the Additional Fields.
3. Once all fields are added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change and then enter your office’s REIN ID for Office Listing ID.
4. Click the Results tab to access the 1-Line Results grid of the sold listings.

How can I search for my office’s transactions as the Listing Office AND Selling Office?

1. Hover over the Search tab and choose the Cross Property search.
2. Scroll down and identify if all fields for the search are included. Date Status Change, Office Listing ID and Office Selling ID will need to be included. If not, then click the link labeled Add to add them to the Additional Fields.
3. Once all fields are added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change and then enter your office’s REIN ID for Office Listing ID and for the Office Selling ID.
4. Click the Results tab to access the 1-Line Results grid of the sold listings.

How can I search for my office’s transactions as the Listing Office OR Selling Office?

1. Hover over the Search tab and choose the Cross Property search.
2. Scroll down and identify if all fields for the search are included. Date Status Change will need to be included. If it is not, then click the link labeled Add to add it to the Additional Fields.
3. Once all fields are added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change, enter your office’s REIN ID for or choose the magnify glass to lookup your office’s REIN ID.
4. Click the Results tab to access the 1-Line Results grid of the sold listings.

If you would like specific column headings included for the results, view instructions on how to customize your Results grid.

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The Matrix Web Portal is your client’s one-stop shop for all listing information. Anything you send to your client through Matrix; CMAs, direct emails, auto-email properties, concierge properties, statistic, will be available on the portal.

The Matrix Web Portal revived an update in September of 2017 to include more modern headers and footers, responsive designs for mobile use, a better search screen for your clients, and notification options to alert the agent when a client has activity on the portal.

To set up your portal, log into Matrix, hover over the “My Matrix” tab, and click “Setting”. Under the My Information section, it is recommended to visit each link for proper set up of the portal and the new enhancements. Click “Portal Notification Settings” to set your personal alerts for immediate emails, text messages, or daily email notifications.

Register for any of REIN’s Matrix Client Portal classes to learn more!

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1. Log into Matrix
2. Click on the My Matrix tab
3. Go to contacts
4. Put check marks by the ones you want to export or put a check mark in the box by the header name and all will be selected
5. Click on export selected
6. Then you can open the file or save it as a Excel csv file
7. It will open in Excel, you may have to tweak the cells to get the fields you want to display