Adding Search Fields in Matrix

Yes. Matrix has specific fields for this:

With Matrix 360, you can print the MLS Listing Information (ie. Agent Full) and the Tax Records (from Realist) at the same time! This can be accomplished through a Property search and a Public Record search. Watch the quick, 2-minute video below to learn more!

Matrix 360: How Do I? Print Listings and Tax Records Simultaneously

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To get started, hover over the Search tab, and choose the appropriate property type. Plug in your desired criteria. Please visit the “How do I search for properties using criteria (and wild cards)?” question for more information regarding entering in criteria. Once all of the criteria has been entered, click the Results tab at the top or the Results button at the bottom of your screen to review the properties on a 1-line report. The Map tab will display the results on a map.

Here are the options for saving a search for auto-notification emails:

1. Set it and Forget it: Do not select any properties, just click Save, and then New Auto-Email. This will send all properties that match your client's criteria. The client can use their tools in the web portal (Favorites, Possibilities, Rejects and Notes) to organize the properties. This method is most commonly used.
2. Concierge: When saving the auto-email, there is a Concierge mode that can be enabled. Concierge alerts you of new properties, but does not send them to the client automatically. This process requires you to approve the properties before the system sends them. If this option is chosen, click Save; Go to Approvals to finish. Select the properties you wish to send and click Approve Selected to send the properties straight to the web portal. New listings will appear in the Concierge widget (which only displays on your homepage if you have a search saved in Concierge mode) for you to approve or reject. This method is nice for clients that are particular about the homes they see.
3. Narrow: If a client wants to keep an eye on a few specific properties, the Narrow tool can be used. From the Results grid of selected properties, click Refine, then Narrow. This will display only the selected properties. Click Save, then New Auto-Email. After the auto-email has been saved, the client will only be updated on these properties. They will not get updates on any other new properties matching that criteria. This method is less commonly used.

Once your plan is established, from the Results tab or report view, click the Save button at the bottom of the screen. This will display 3 save options: New Saved Search, New Auto Email, and New Speed Bar Shortcut. Click New Auto Email.

When a search is saved by clicking New Auto-Email, there are a few things you need to know:

• All required fields are highlighted in yellow.
• The Subject line is important, as this is the link the client clicks on from their web portal.
• When setting up auto-notification emails, Matrix assumes that you are setting your client up for the first time.
• Matrix is designed to send all of the properties that are in the Results grid, regardless of whether they are selected. Meaning, if you save a search with 30 matches, all 30 properties will be sent to the client via the web portal.
• Due to spamming laws, it is important that your client click on the link provided in their initial "Welcome" email, as this acknowledges their approval of future emails.

Fill out the desired fields and click Save.

Click here for a quick tutorial on the auto-email process. For more information, please attend the regularly scheduled Matrix Auto Email class offered by REIN.

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There are 2 ways to run stat reports within Matrix: from the Stats tab, and from the Stats button at the bottom of your results screen.

Click on the Stats tab located at the top of the screen. There are 8 preset stat reports to choose from. Fill in the appropriate criteria, then select the pre-set report you’d like to run. Click the link labeled Add if you wish to add additional search criteria fields. Click Generate to run the report. Use the Customize tab to edit the X axis and Y axis. Click the Save tab to save and/or remove. Matrix will provide you with a chart based on the criteria and preset you selected. Click the Search tab to edit the criteria, if needed. The Data tab provides the data in more of a spreadsheet view that can be exported as a CSV file.

To run a stat report from a search, click on the Stats button in the Actions bar at the bottom of the Results screen. This can also be accomplished from your report view. If properties aren’t selected, clicking on the Stats button will give you 2 options: Charts and Tabular. If properties are selected, clicking on the Stats button will just provide you with 1 option, Tabular. Charts will import the search criteria into the Stats tab (as shown above) so that any of the 8 preset stat reports can be populated. Tabular provides you with a quick stat report similar to the Fusion’s “Stat” button.

View a quick tutorial on how to use the statistics feature in Matrix. A new tutorial will be posted as it becomes available.

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These steps are often needed when a program is not responding, an error message is received, or the system is back up and running but your computer is still displaying the old screen. It is first suggested to close your web browser completely or even reboot your computer. Often times, this will fix the issue and nothing else is needed. If this does not fix the problem, clearing cookies and cache would be an appropriate next step.

Before clearing your computer’s cookies and cache, be advised that sometimes this process can erase saved passwords. This will require re-entering your password when returning to a webpage where a login is essential.

Each web browser functions differently, and the steps can change with a system update. Below are links to each browser’s support page. These pages provide steps for clearing cookies and cache, among other things. If you need additional assistance from REIN Product Support, please click the blue Send Support Request button located on the left side menu and a technician will call you.

• Mozilla Firefox - How to clear the Firefox cache
• Microsoft Edge - View and delete browser history in Microsoft Edge
• Safari on Mac - Clear your browsing history in Safari on Mac
• Google Chrome - Clear cache and cookies
• Internet Explorer - Delete and manage cookies

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