Export Tax Records

Yes. Matrix has specific fields for this:

Fortunately, Matrix does the work for you when it comes to mapping out driving directions. Check the boxes of the desired properties on the 1-line Results grid or the report view, then click the blue Directions button on the bottom of the screen. Matrix will provide turn-by-turn directions starting with the property furthest away. To change the order of the driving directions, hover over the properties on the right side of the map, and hold down the left button of your mouse as you drag the properties to their desired location. Once the properties are in your preferred order, click the blue Directions button below the map to repopulate.

If you would like to add a start and/or stop location (e.g. start at your office or end at your office), click the Add Start and/or Add Stop buttons under the properties to get started. Enter the address in the box that appears below Enter Address. You should only need to type the street number, street name and street suffix. City, state and zip code are usually not required. Once you have typed the preferred address, press Enter on your keyboard, and then click the Directions button under the map.

Click the Print button to print your turn-by-turn directions, or use the Email button to send the directions to your client’s Matrix portal.

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One of the many advantages to using the Matrix Web Portal for searching is Matrix’s real-time data. The lag-time on third-party websites such as Realtor.com, and many others is inevitable and unavoidable.

Once the client is in the portal, they can click on the “Find a Home” button located in the top left portion of the screen. From here, they can click on the gray “Start a New Search” button. This pop up window will give them multiple options for searching and filtering their results. When all of their criteria has been entered, they will need to click “Apply” to apply that criteria to their existing search.

The map will display results based on their criteria. The plus (+) and minus (-) signs can be used to zoom in and out of the map. Your client can also choose to use the “Draw” button located in the top right portion of the map to designate a desired area. The list of results will change as the map changes. If they wish to change their criteria, they will need to click on the dark gray “Filters” button located in the top tool bar.

To save the search, your client will click the gray “Save this Search” button located in the top tool bar.

The link provided here can be sent to your clients for further assistance: Matrix™ Client Portal video

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If you are Listing Agent 1, you can upload your open house information without Listing Input rights.

Narrow is used when you want to refine your results to just the properties that you have selected. Choose the desired properties by placing a check mark in the boxes to the left of the properties. From the Results grid or report view, click Refine at the bottom of the screen, then Narrow. Your list will be narrowed to just the selected properties. At this time, there is not an “Un-Narrow” or undo button. If you wish to recall the full list of results, this would be an appropriate time to use the back button from within the internet browser.

Important note about saving Auto-Notification emails: This tool can be used if a client wants to keep an eye on a few specific properties. From the Results grid of selected properties, click Refine, then Narrow. This will then only display the selected properties. Click Save, then New Auto-Email, and choose the appropriate options. 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 of saving is less commonly used.

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