Matrix 101 -Finding Properties and the Customer Portal

Matrrix 10
01
Finding Propertiies and th
he
omer Porttal
Custo
FM
MLS Instittute of Re
eal Estate
e
545
57 Roswell Road
R
Atla
anta, Georgiia 30342
404
4-255-8660
Finding P
Properties and Customer Porrtal
©2013 by FMLS® All
A rights reserved
d.
p of this docum
ment may be reproduced or trans
smitted in any forrm or by any mea
ans, electronic, m
mechanical,
No part
phottocopying, record
ding, or otherwise
e, without prior written
w
permissio n of FMLS.
nc. and/or its sub
bsidiaries.
Matrrix, Realist, Matrix, and DocuPro, are trademarks of CoreLogic, In
Aug
g 2014
i
Finding P
Properties and Customer Porrtal
Ta
able off Conte
ents
ABOUT FMLS
S ....................................................................................................................... 3 OUR COMMITM
MENT TO MEMB
BERS ............................................................................................ 3 FMLS
F
PRODU
UCTS AND SERV
VICES .......................................................................................... 3 GEORGIA REA
AL ESTATE COMMISSION CON
NTINUING EDU
UCATION COUR
RSE GUIDELINE
ES .......... 4 CONTINUING
G EDUCATION .................................................. ....................... ...................................... 4 ATTENDANCE POLICY ....................................................... ............................................................. 4 CELL PHONE
ES ................................................................. ....................... ...................................... 4 PROHIBITION
N OF RECRUITING
G (520-1.B4) .......................... ....................... ...................................... 4 NOTICE OF STUDENT APPRO
OVAL (520-1.B2) ..................... ....................... ...................................... 4 COURSE CREDIT
R
.............................................................. ............................................................. 4 COURSE OBJE
ECTIVES ............................................................................................................ 5 LOGGING IN TO
O FMLS ........................................................................................................... 6 LOGGING IN TO WWW.FMLS
S.COM ...................................... ............................................................. 6 PASSWORD RULES........................................................... ............................................................. 6 HOW WE COM
MMUNICATE WIT
TH YOU ....................................................................................... 7 FMLS
F
HOMEP
PAGE ................................................................................................................ 9 ACCESSING MATRIX .............................................................................................................. 10 AGENT DASHB
BOARD.............................................................................................................. 11 NAVIGATION
N TABS ............................................................ ....................... ...................................... 11 WORKING WITH
W
WIDGETS ................................................. ............................................................. 12 SEARCHING FO
OR LISTINGS ..................................................................................................... 16 ADDING ADD
DITIONAL SEARCH FIELDS ................................. ....................... ...................................... 21 VIEWING SEAR
RCH RESULTS ................................................................................................... 22 VIEWING PROPERTY
R
DETAILS ............................................ ............................................................. 23 USING THE BUTTON BAR .................................................. ............................................................. 25 SAVING MATR
RIX SEARCHES ................................................................................................... 27 VIEWING RECENT
E
SEARCHES ............................................ ............................................................. 28 PERFORMING A MAP SEARC
CH ................................................................................................ 29 USING THE SPEED
P
BAR ......................................................................................................... 31 SPEED BAR SHORTHAND EXAMPLES
X
.................................. ............................................................. 31 CREATING AND
A
USING SPEE
ED BAR SHORTCU
UTS ................. ....................... ...................................... 32 THE CLIENT PORTAL ............................................................................................................. 34 THINGS TO KNOW ABOUT TH
HE PORTAL ............................... ....................... ...................................... 34 ACCESSING A CONTACT’S PORTAL ........................................................................................ 35 AUTO SEARC
CHES ............................................................. ....................... ...................................... 36 VIEWING PORTAL
O
ACTIVITY ............................................... ............................................................. 37 CLIENT SEARCH............................................................... ............................................................. 39 USING EMAIL ........................................................................................................................ 41 SENDING DIRECT EMAIL TO CLIENTS .................................. ............................................................. 41 SET UP AUTO EMAILS ....................................................... ............................................................. 43 VIEW EMAIL HISTORY ....................................................... ............................................................. 45 Aug
g 2014
i
Matrix 101
SETTING UP MATRIX SETTINGS .............................................................................................. 46 INFORMATIO
ON TAB............................................................ ....................... ...................................... 46 HEADER AND
D FOOTER ...................................................... ....................... ...................................... 46 MOBILE HEA
ADER .............................................................. ....................... ...................................... 47 CMA COVER
R SHEET ........................................................ ....................... ...................................... 47 PORTAL INFO
ORMATION ...................................................... ....................... ...................................... 48 EMAIL SIGNA
ATURE ............................................................ ....................... ...................................... 48 SETTING UP THE PORTAL GREETING
R
.................................. ............................................................. 49 2
Au
ug 2014
Working with B
Buyers
Ab
bout FML
LS
Firs
st Multiple Listing Service, Inc. (FMLS) is the premierr data service
es provider for real estate
proffessionals in Georgia. FML
LS was found
ded by a hand
dful of real es tate brokers iin Atlanta in 1
1957.
Tod
day, members
ship is growin
ng quickly and
d is spreading
g in every dire
ection through
hout Georgia and
the Southeast. Currently,
C
FML
LS has thousa
ands of office
es and servess tens of thoussands of real
esta
ate agents. The FMLS listing database contains activve listings loccated all over Georgia and the
Sou
utheast. A nettwork of comp
puters, serverrs and third p arty support vvendors enab
ble member o
offices
and
d agents to ha
ave immediate
e electronic access
a
to all liisting informa
ation maintain
ned in the FML
LS
premier web-bas
sed system, Matrix.
M
In addition to prope rty data, our llistings are en
nhanced by th
he
e of photos, virtual tours, ta
ax information
n, mapping, scchool informa
ation, census data and more!
use
Rea
al estate companies that belong to FML
LS enjoy maxiimum coverag
ge and expossure for their
clients. An indep
pendent study
y shows FMLS
S listings sell,, on the avera
age, much fasster than thosse
plac
ced with other multiple listing services.
Thrrough our maiin office and two
t
satellite lo
ocations, FML
LS members have access to: help deskk
sup
pport 7 days a week; on-sitte hands on trraining; online
e training; and
d free CE classses. Also, re
eal
esta
ate supply centers are ava
ailable at all th
hree locationss.
Ou
ur commiitment to memberrs
FMLS’ mission is
s to “help fulfill financial dre
eams by provviding superio
or technology,, service, and
d
train
ning to facilita
ate the succes
ss of our mem
mbers.”
FM
MLS Prod
ducts and
d Services
s
Matrix
Realist Tax
FormsPro
eSign
st
1 Addition
Fusion
DocuPro
FIND
norama
Property Pan
Member Disc
counts
SafeRent
Aug
g 2014
Comprehe
ensive Statistica
al Reports
FMLS Statts
StatsPro
Xceligent
Website
Contact W
Georgia O pen Houses
ListingBoo
ok
GoFMLS
RatePlug
DPR
3
Matrix 101
Ge
eorgia Re
eal Estate
e Commis
ssion Con
ntinuing Educatio
on Course
e
Gu
uidelines
All classes
c
are on
o a pass/no pass
p
system. Please revie
ew the policie
es below regarding attenda
ance,
cell phones, recrruiting and stu
udent approva
al.
Co
ontinuing Education
E
All individuals
i
wh
ho hold an ac
ctive real estate license are
e required to ccomplete 24 hours of
Com
mmission app
proved continu
uing educatio
on during eac h four year re
enewal period
d. (Licenseess
who
ose license nu
umbers are le
ess than 100,000 are not re
equired to co
omplete contin
nuing education for
rene
ewal). A rene
ewal period begins four years prior to th
he current ren
newal due datte. For exam
mple,
Com
mmission app
proved continu
uing educatio
on must be co
ompleted betw
ween April 1, 2007 and Ma
arch
31, 2011 for a re
enewal due da
ate of March 31,
3 2011.
A lic
censee who has
h successfu
ully completed
d an approve
ed course to m
meet his contiinuing educattion
cred
dit may not re
epeat that cou
urse for creditt unless at lea
ast one full ye
ear has passe
ed. The coursse
may
y be repeated
d on the 366thh day to receiv
ve CE credit.
Atttendance Policy
P
To receive certifiication for this
s course, und
der the schooll approved byy the Georgia Real Estate
Com
mmission, for three hours of
o continuing education cre
edit, all stude
ents must be p
present and o
on
time
e for all classroom presenttations. This requires stud
dents to be se
eated and rea
ady at the
ann
nounced comm
mencement tiime and prom
mptly return fro
om all breakss, being readyy to participatte in
all exercises.
e
Atttendance willl be taken at the
t beginning
g, at the resum
mption after b
breaks and ag
gain
at th
he end upon completion off the course. A no make-u
up policy for m
missed classrroom presenta
ations
is hereby adopte
ed. Failure to comply will nullify
n
the stud
dent’s opportu
unity to receivve the design
nated
cred
dit.
Cell Phones
The
e use of cell phones
p
and pa
agers during the presentattions is expre
essly prohibite
ed. Please se
et all
equ
uipment in the
e vibrate or offf mode. Failu
ure to complyy will nullify th e student’s opportunity to
rece
eive the desig
gnated credit..
Pro
ohibition of
o Recruitin
ng (520-1.B
B4)
No recruiting for employment opportunities
s for any real estate brokerrage firm is alllowed in this case
o school premises. Repo
ort promptly an
ny effort to re
ecruit by anyo
one to:
or on
Mic
chele Morris at
a 678-904-8497, FMLS Ins
stitute of Reall Estate, P.O.. Box 420128
8, Atlanta, GA
A
303
342 - or - The Georgia Rea
al Estate Com
mmission.
No
otice of Stu
udent Apprroval (520-1.B2)
Mattrix 101: Findiing Properties
s and the Cus
stomer Portall was renewed as a Contin
nuing Education
cou
urse, good for 3 hours of Continuing Edu
ucation Credi t, (School Co
ode: 65072.)
The
e approved instructors are Kevin Theobald, Bob Ram
msey, Joi Hard
diman, Sallie Mobley, Rich
hard
Ren
nton, Kay Burrt, Jan Beaudoin, and Pat Deneen.
D
Co
ourse Credit
Con
ntinuing Educ
cation Credits are entered within
w
two we
eeks. To veriffy your credit, you must ca
all the
Geo
orgia Real Es
state Commission (GREC): 404-656-391
16, or visit
http
p://www.grec.s
state.ga.us/in
nfo/wcls.login.. You will nee
ed to enter yo
our license nu
umber and se
et up a
pas
ssword to gain
n online acces
ss to GREC transactions.
t
4
Au
ug 2014
Finding P
Properties and Customer Porrtal
Co
ourse Objjectives
At the end of this
s course, stud
dents will be able
a
to:

Access Matrix
M
from FMLS.com.

Navigate
e Matrix throu
ugh the dashb
board widgetss and system tabs.

Navigate
e the Matrix search screen
n to locate pro
operties that m
match buyers' criteria.

Utilize ad
dditional crite
eria fields and search opera
ators to defin e and refine ssearch resultss for
buyers.

ctive map for geographicall property sea
arches; utilize
e the overlayss,
Use the Matrix interac
s.
drawing and points off interest tools

a save searrches using both
b
the searcch screen and
d map optionss.
Create and

Utilize th
he Matrix Spe
eed Bar for fas
ster and more
e efficient sea
arching by lea
arning short-h
hand
codes an
nd protocol, as
a well as sav
ve a Speed Ba
ar shortcut.

Create, customize
c
an
nd utilize the specific
s
functi ons of a Clien
nt Portal to prrovide
individua
alized service
e for each cus
stomer.

Use the Client Portal and Dashboa
ard Widgets to
o monitor cusstomer-viewin
ng activity.

sting informattion directly to
o customers i ncluding setting up auto e
emails and vie
ew
E-mail lis
email his
story.

Manage personal pro
ofile informatio
on, notification
n preferencess and email ssignatures.
Aug
g 2014
5
Matrix 101
Lo
ogging in to FMLS
S
To log in to FMLS, you must be
b an FMLS member
m
with your own use
er name and password. Y
Your
broker must submit a Computter User Form
m to obtain the
ese. Do not sshare your usser name or
ssword with otther agents or
o clients.
pas
Logging in to
o www.FML
LS.com
1. From your co
omputer desk
ktop, open an Internet brow
wser window.
2. Navigate to www.fmls.c
w
com.
U
Name an
nd Password and click Log
gin.
3. Enter your User
Pas
ssword Ru
ules
6
1
FMLS requires
r
bi-annual passworrd changes fo
or security purposes.
2
Passwo
ords can conta
ain both lette rs and numbe
ers and must be at least 6
characters in length.
3
You can
nnot use the same
s
passwo
ord twice.
4
If you need to change your passw
word before th
he bi-annual cchange, go to
o the
FMLS.c
com home page, hover ove
er My FMLS o
on the left navvigation bar, a
and
click on Change Pas
ssword.
5
Disclosing your userr name and pa
assword to an
nother party ((other than a tteam
membe
er or assistantt within that offfice) can result in a fine off $1000 and
termina
ation of service
e. (Rule 11.1 )
Au
ug 2014
Finding P
Properties and Customer Porrtal
Ho
ow We Co
ommunic
cate with You
Y
At FMLS
F
we prov
vide more to our members
s than just acccess to a data
abase of listin
ngs! We use
sev
veral methods
s to pass along important in
nformation inccluding Real Estate marke
et trends (both
h
loca
ally and nationally); state and
a local news that influencce our marke
et; updates an
nd bulletins when
our software products are affe
ected; and mo
ore! Please ttake advantag
ge of one, or all of the methods.
Em
mail
Ourr primary method of communication with
h our membe rs is email. F
FMLS sends e
electronic
com
mmunications regarding im
mportant chang
ges to our pro
oducts and se
ervices. Plea
ase be sure to
o add
FMLS to your tru
usted sender list.
FM
MLS.com
The
e FMLS.com home
h
page is
s another important and ce
entral commun
nication chan
nnel we have with
our members. Itt acts as comm
mand central. The story ccarousel rotate
es through 3 very newswo
orthy
e for a momen
nt to
topiics which are changed regularly, giving you fresh, re levant information! Pause
read
d a few lines to determine whether toda
ay’s topics are
e of interest to
o you. If theyy are, click on
n the
Rea
ad More butto
on to see the whole story. The topics a
automatically rrotate on the screen, but yyou
can
n click to flip to
o the stories faster
f
if desire
ed.
NewsRoom
The
e NewsRoom
m button on the left navigation bar conta
ains an archive of stories previously included
in th
he carousel. Check the Ne
ewsRoom reg
gularly to makke sure you d
didn’t miss som
mething impo
ortant,
or to
o re-read an article!
a
Me
essage of the
t Day
Mes
ssage of the Day is anoth
her FMLS.com
m feature you ’ll want to wa
atch for. Criticcal issues succh as
thos
se pertaining to agent safe
ety, a software
e issue or FM
MLS hours of o
operation willl be displayed
d
therre.
Aug
g 2014
7
Matrix 101
Social Media
Add
ditionally, FML
LS posts notic
ces and real estate
e
driven content to three different ssocial media
cha
annels: Twitte
er, Facebook,, and LinkedIn
n. Yes! Soci al Media! FM
MLS is involve
ed in Social M
Media
bec
cause it is so popular in tod
day’s technolo
ogy-driven wo
orld. Twitter a
and Facebook content con
ntains
both
h FMLS and real
r
estate ind
dustry news. LinkedIn con
ncentrates mo
ore on FMLS news and
proffessional dev
velopment. Like us on Fac
cebook, follow
w us on Twitte
er, and join the FMLS group on
Link
kedIn. You’ll be glad you did
d – and you
u’ll have inform
mation most o
of your counte
erparts don’t have!
Follow
F
us on Twiitter
@flms_news
@
@flms_alerts
@
8
Like us on Fa
acebook
http://www.facebook.com
ers
FMLSmembe
Join th
he FMLS group o
on LinkedIn
www.llinkedin.com/groups?gid+188938
82
Au
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Finding P
Properties and Customer Porrtal
FM
MLS Homepage
When you first lo
ogin to FMLS you see the FMLS
F
Homep
page. The FM
MLS Homepag
ge is divided into
sev
ven primary se
ections:
Fre
equently Used Links
L
Navigattion
Bar
Frequently
Asked
ons
Questio
Social
Media
Links
Aug
g 2014
News Carousel
Ca
alendar &
Up
pcoming Eventts
Fe
eatured
Trraining
Video
Ad
ddresses,
Lo
ocations,
Em
mails
9
Matrix 101
Ac
ccessing Matrix
To access
a
Matrix
x directly from
m the FMLS.com home pag
ge, click the ttab for Matrix
x.
When you log intto Matrix, the News Screen opens. Thiss screen has tthe latest info
ormation abou
ut
Mattrix and FMLS
S. You have tw
wo choices:

Read latter

Mark as Read
e presented with
w a Matrix lo
og-in screen, login using yyour FMLS crredentials.
NOTE: If you are
10
Au
ug 2014
Finding P
Properties and Customer Porrtal
Ag
gent Dash
hboard
Des
signed to give
e you at-a-gla
ance summaries of the imp
portant information and sing
gle click acce
ess to
majjor program fu
unctions, the Agent Dashb
board or home
e page is com
mprised of Navigation Tab
bs at
the top of the page and Widgets.
Navigation Tabs
s
Speed bar Search
FMLS Links
Widg
gets
Navigation Tabs
The
e navigation ta
abs at the top
p of the Matrix
x home page enable you to
o move from section to secction
with
hin Matrix. De
escriptions fo
or each tab folllow.
Hom
me
Returns
s you to the ho
ome page for M
Matrix and will d
display your Wiidgets.
Sea
arch
Use the
e search tab to search for listiings by propertty type, includin
ng Residential,,
Rental, and Cross Pro
operty.
Statts
Use this
s tab to analyz
ze market trend
ds and activity b
based on prope
erty type such as
Residential, Commerc
cial, Land/Farm
m, Rental, and Cross Propertyy.
You can create statisttical charts and
d graphs, and e
export statistica
al data. System
m presets allo
ow you to quickly generate sttandard charts and graphs, or customize the
em
with your own parame
eters to create a higher-level view of the ma
arket.
Aug
g 2014
11
Matrix 101
My Matrix
Use the
e My Matrix tab
b to contacts, A
Auto Emails, Co
oncierge, Save
ed Searches, access
Sent Em
mail’s, Create or
o Update CMA
A’s, and View yyour Watched L
Listings. In add
dition,
you can
n manage yourr listings and up
pdate your acccount settings.
Pub
blic Records
Use this
s tab to search
h for Realist taxx information an
nd Market Tren
nds Premium.
Doc
cs
Use this
s tab to access
s FormsPro and
d DocuPro.
Link
ks
Use this
s tab to quickly
y access links tto third party ap
pplications.
Fina
ance
The Fin
nance tab conta
ains various ho
ome financing, personal finan
ncing, investme
ent,
and retirement calcula
ators.
Help
p
Access
s on-line Help, tutorials,
t
and vvideos about Matrix.
Logout
Use to sign out, when
n you are finish ed working in M
Matrix, then clo
ose your web
browse
er.
Wo
orking with
h Widgets
Wid
dgets are panels on the Ma
atrix home pa
age that provid
de quick acce
ess to useful information and
Mattrix functions.

b clicking and
d dragging th
he widget hea
ader.
Reposition a widget by

vering over the
e widget head
der and clicking the close icon.
Close widgets by hov

w
are placed in the Additional
A
wid
dget and can b
by clicking an
nd
be removed b
Closed widgets
dragging
g the closed widget
w
out of the
t additionall widget.
The News Wiidget
The News W
Widget showss important
information
n about FMLS
S Support, Eve
ents,
and Update
es. Locked in
nto place, you
u
cannot rem
move from the dashboard n
nor
move it to a
another location.
Ho
ot Sheets Widget
W
Today’s Ho
ot Sheet Widg
get displays
information
n on listings th
hat are new to
o the
or have chang
ged in status or
database, o
price since the time sele
ected.
Click Custtomize to sellect and save
e the
change types (e.g. Price
e Reductions)) for a
Click
specific loccation or type of property. C
on the "Pro
operty Type" ((e.g. Residential)
to view the results.
12
Au
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Finding P
Properties and Customer Porrtal
The Recent Portal
P
Visittors
The Recent Portal Visito
ors Widget shows
you when a client uses tthe portal to m
mark
a property a
as a Favorite, a Possibilityy, or a
Reject, or m
makes a note about a prop
perty.
Click on the
e contact nam
me to view the
e
contact pag
ge under My M
Matrix. Click an
icon to view
w the item.
y Favorite Searches
S
My
Quickly acccess the searches you havve
saved as Favorites.
The Market Watch
W
Widg
get
property type from the drop
pChoose a p
down menu
u, and then click Customizze to
choose, select, and save
e your criteria
a.
Select a tim
me range in th
he shortcut pa
anel
and then click the chang
ge type (e.g. N
New
Listing) to vview the listings matching yyour
criteria.
Aug
g 2014
13
Matrix 101
My
y Listings
Easily acce
ess your listings by status a
and
property typ
pe by clicking
g on the item.
My
y Carts
Click on the
e link to view items currenttly
saved in a ccart.
My
y Stats
Access Sta
atistical inform
mation for area
as
around you
ur properties.
Recent Porta
al Visitors
Shows the last few Conttacts that havve
accessed th
heir Client Po
ortal. Icons ind
dicate
listings marrked as favorites and Note
es.
Click on the
e contact’s na
ame to drill do
own
the Portal.
C
Recent Use Contacts
Shows the last few Conttacts you havve
used in Ma trix. Click on the contact’s
name to driill down the contact page.
14
Au
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Finding P
Properties and Customer Porrtal
Extternal Link
ks
One click a
access to popular FMLS
software an
nd other usefu
ul links withou
ut
having to le
eave Matrix.
Ad
dditional
When you cclose (X) a widget it appea
ars
here. Open
n previously closed widgetss by
using click and drag to restore back to
dashboard..
Aug
g 2014
15
Matrix 101
Se
earching for
f Listin
ngs
Folllow the steps below to perrform a search
h for listings. This example
e will guide yo
ou through
perfforming a bas
sic Residentia
al search; how
wever, the ste
eps for perform
ming other se
earches are
similar.
The
e Matrix platfo
orm’s navigatiion menu barr allows you to
o access the search featurres in several
way
ys.
1. Hover over the
t Search ta
ab. A drop do
own opens.
ng for.
2. Click to select the type of property you are searchin
arch screen fo
or that propertty type openss.
The Sea
ng the informa
ation on the n
next page:
3. Complete the screen usin
16
Au
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Finding P
Properties and Customer Porrtal
Propertty Type Sec
ction
The Res
sidential searc
ch screen is used
u
for both attached and
d detached lisstings. Place a
check in the box to se
elect the type of property yyou want to se
earch.
Status Section
Select one or more sttatuses. Click
k the Calenda
ar icon to sele
ect a search d
date or date range.
To unselect a checke
ed box, click th
he box.
Locatio
on Section
In the Map section, en
nter an MLS#
# or address a
as a center po
oint.
w a magnifying glass icon
n at the end o
of the field havve a Find the Value search
h
Fields with
window.

k the search icon. The Find
d the Value w
window openss. Search for o
or scroll to fin
nd the
Click
item you want. Hiighlight the ite
em and click A
Add or double
e click to sele
ect.

s
more th
han one item hold down the
e CTRL key o
on the keyboa
ard while clickking
To select
on th
he desired ite
ems with yourr mouse.

To re
emove a sele
ected item holld down the C
CTRL key on the keyboard
d while clicking
g with
yourr mouse and the
t item will de-select.
d

You can also type
e the value yo
ou are looking
g for in the fie
eld, such as C
Cobb for Coun
nty or
Subd
division Name
e in the Subd
division/Comp
plex field.

Click
k More to add
d an additiona
al address se
earch.
Aug
g 2014
17
Matrix 101
Fin
nd the Value Icon
S
Price Section
You may
y search by th
housands or by
b exact dolla
ar value, depe
ending on whether the (000)
checkbo
ox is checked..

To search
s
by Ran
nge, uncheck the (000s) ch
heckbox, ente
er the price ra
ange in the fie
eld.
Exam
mple: 150000
0-200000, finds all listingss with a list priice ranging fro
om $150,000
0 to
$200
0,000.

To search
s
on Ren
ntals less than $1000 per m
month, put 0--1 in Price fielld and it will p
pick
up th
hose listings less
l
than $1K
K.
Propertty Details Section
S
18
Au
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Finding P
Properties and Customer Porrtal
There arre some spec
cial characters
s you can use
e to get the re
esults you want.
+ (plus sign)
Indicates
s greater than
n or equal to: Allows you to
o search for vvalues
that are greater than or equal to th
he value you e
entered. Whe
en
using the
e + characterr, it must follow
w the value yyou enter.
Bathroom
ms: 3+ Findss all listings th
hat have 3 or more bathroo
oms.
-
(min
nus sign)
Indicates
s less than orr equal to: Allo
ows you to se
earch for valu
ues
that are less than or e
equal to the vvalue you ente
ered. When u
using
the – cha
aracter, it mu
ust follow the vvalue you entter.
Bathroom
ms: 4- Finds all listings th at have 4 batthrooms or lesss.
Range
You can enter a rang e; for examplle for year built, you can:

Enter 2003 for exxactly 2003

3 for the range
e.
Enter 2003-2013

e 2003+ for 20
003 or newerr.
Use

Use
e 2003- for 20
003 or older.
Feature
es Section

To select
s
more th
han one item hold down the
e CTRL key o
on the keyboa
ard while clickking
on th
he desired ite
ems with yourr mouse.

To re
emove a sele
ected item holld down the C
CTRL key on the keyboard
d while clicking
g with
yourr mouse and the
t item will deselect.
d

Sele
ect the And ra
adio button fo
or search resu
ults that conta
ain all of your selected item
ms.

Sele
ect the Or radio button for search
s
resultss that contain
n any of your selected item
ms.

Sele
ect the Not radio button forr search resullts that do nott contain yourr selected item
ms.
Aug
g 2014
19
Matrix 101
Attache
ed Options Section
Use this section for Residential
R
Atttached only.

s
more th
han one item hold down the
e CTRL key o
on the keyboa
ard while clickking
To select
on th
he desired ite
ems with yourr mouse.

To re
emove a sele
ected items ho
old down the CTRL key on
n the keyboarrd while clickin
ng
with your mouse and the item will deselect.

ect the And ra
adio button fo
or search resu
ults that conta
ain all of your selected item
ms.
Sele

Sele
ect the Or radio button for search
s
resultss that contain
n any of your selected item
ms.

Sele
ect the Not radio button forr search resullts that do nott contain yourr selected item
ms.
Remarrks Section
n

Type
e the name off the item you
u wish to searrch in the provvided field.

Use a comma to separate individual param eters such ass the names o
of two items.

e full name is not known, or
o the spelling
g is unclear, u
use the asterissk (*) as a willdcard
If the
to re
eplace the mis
ssing informa
ation. *Circle C
C*

To exclude
e
a valu
ue use the (!) to exclude th
hat value. !*Ciircle C* this re
eturns all listin
ngs
NOT
T in Circle C.
k Results on the button ba
ar to view the
e listings in a g
grid format; cclick
4. When you arre done, click
Map button to view the lisstings in a ma
ap.
20
Au
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Finding P
Properties and Customer Porrtal
Ad
dding Addittional Searrch Fields
You
u can add add
ditional search fields to any
y search scre
een in Matrix.
1. Click Add next to Additional Fields. Th
he Frequentlyy Used Fieldss dialog windo
ow opens.
2. Select the fie
eld(s) you want from the Available
A
Field
ds Column. Click Add.
3. To search fo
or a field, type
e the field nam
me in the searrch field.
4. When you arre done, click
k Back. The added
a
field ap
ppears at the bottom of the
e search scre
een.
NOTE: Any addiitional fields you
y add remain on the sea
arch screen un
ntil you removve them.
Aug
g 2014
21
Matrix 101
Vie
ewing Se
earch Res
sults
Onc
ce you have entered
e
your search
s
criteria
a, you can vie
ew the resultss in one of tw
wo ways:

In a grid listing

m
On the map
Vie
ewing the Grid
G
List
To view
v
our searrch results in a grid listing, click Resultts. The resultts grid opens.
Map View
Se
election Box
Click to FMLS # to
view De
etails
Button Bar
B
22
Displlay Type
View
w Icons
Click Addre
ess to
view on Map
Au
ug 2014
Finding P
Properties and Customer Porrtal
Vie
ewing Prop
perty Detaiils
To access
a
the de
etails of a pro
operty, click th
he MLS # linkk on the grid ffor the properrty you want tto
view
w. The Default view is the Agent
A
Full Re
eport.
Displlay
Drop
p Down
Map Buttton
Property
Photos
Icon Links
Tax Link
Button Bar
Aug
g 2014
23
Matrix 101
Ico
ons
Icon
ns under the picture are lin
nks that take you
y to variouss sites with ad
dditional inforrmation aboutt this
listing.
Opens the Map sho
owing location of property.
Acce
esses the history of this listing
g.
Opens the Realist Map for this pro
operty.
Opens the Realist Neighbourhood
d Profile.
Laun
nches FIND.
Opens Down Paym
ment Resource..
Laun
nches the Insta
aView Virtual To
our.
Laun
nches a third pa
arty virtual tourr.
Opens DocuPro forr access to doc
cuments that h ave been adde
ed to this listing
g.
Opens RatePlug.
Visib
ble to listing agent only. View Supra showing
g activity.
Visib
ble to listing agent only. View Supra key boxx settings.
Visib
ble to listing agent only. Assig
gn Supra key bo
ox.
24
Au
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Finding P
Properties and Customer Porrtal
Using the Bu
utton Bar
Mattrix features a consolidated
d task driven button bar. B
Buttons are grrouped togeth
her by tasks fo
or
actions that can be performed
d while viewin
ng listing searrch results. Th
he button barr remains
con
nsistent across results page
e and map vie
ews. The linkks found on th
he button bar include:
Actions
Click Actions
A
to access the fun
nctions to:

Return to your
y
search Criteria
C
to revisse your choicces

Email or prrint selected liistings

Generate a CMA

Generate Driving
D
Directions

Generate Stats
S

Export sele
ected listings

Generate a Quick CMA
Reffine
Click Refine
R
to acc
cess the func
ctions to:

View the se
earch results through the e
eyes of one o
of your clients to see which
h
listings may
y have been sent
s
to the cliient's Portal. Y
You'll see the
e date emailed and
whether yo
our client has classified anyy listings as fa
avorites, posssibilities or rejjects.

Narrow the
e results on th
he screen to o
only those sellected

Discard the
e selected listtings (or "Un-D
everse a Disccard operation
n)
Discard" to re

Sort the res
sults in a partticular order ((Results view only; not Map view)
Sav
ve
Click Save
S
to acce
ess the functio
ons to save yo
our search ass a:

New Saved
d Search

New Auto Email
E
for auto
o-prospecting
g

New Speed
d Bar Shortcu
ut
Carrts
Click Carts
C
in orde
er to:
Aug
g 2014

Add selecte
ed listings to the Cart curre
ently displaye
ed in the bar

View the co
ontents of the
e Cart currenttly displayed iin the bar

Select diffe
erent carts fro
om the drop do
own in order to add to or vview its contents
25
Matrix 101
Vie
ew Listings
s on a Map
p
1. To view all listings on the map, click the Map icon on the grid sscreen.
The map
p opens show
wing the prope
erties in relati on to each otther.
2. Click on a prroperty to view
w a mini repo
ort of the prop
perty.
MLS numberr to view the Agent
A
Full rep
port.
3. Click the FM
gent Single Line link to return to the grid.
4. Click the Ag
26
Au
ug 2014
Finding P
Properties and Customer Porrtal
Sa
aving Mattrix Searc
ches
With Matrix you can
c save sea
arches for clients whose ne
eeds are so s pecific that yo
ou are unlikelly to
find
d property matches quickly. When the search
s
has be
een saved, yo
ou can call it u
up again and again
untiil you find justt the right hom
me for your buyer. You ca
an also save ssearches to m
make your job
b
eas
sier in other areas such as farming.
To save a searc
ch:
1. Build the sea
arch using the
e criteria of yo
our choice.
2. Click Save on
o the button bar.
3. Click New Saved
S
Searc
ch. The Save
e a New Searc
rch window op
pens.
4. In the Search name field, type a name for the searcch. (Required
d)
5. If you want to
o associate th
his search witth a specific ccontact, click the drop dow
wn arrow in the
e
Contact Field
d. A list of con
ntacts opens.. (Optional)
Aug
g 2014
27
Matrix 101
6. Click the che
eck box if you
u want to mark
k this search as a Favorite
e. It appears o
on the Agent
Dashboard in the Favorite
e searches widget. (option al)
7. Click Save.
Vie
ewing Rece
ent Search
hes
Mattrix saves you
ur last 50 rece
ent searches. To access, cclick the drop down arrow next to Recen
nt
Sea
arches on the Agent Dashb
board.
To view
v
all recen
nt searches, click
c
the View
w All link at thhe bottom of tthe list.
To view
v
the searrch results, click any of the
e searches an
nd the grid scrreen opens.
28
Au
ug 2014
Finding P
Properties and Customer Porrtal
Pe
erforming
g a Map Search
S
On the Matrix ho
ome page, clic
ck on the Sea
arch tab and select the prroperty type.
ce you are on
n the search page,
p
input yo
our search cri teria (excluding a County, City or Area)) then
Onc
click on the Map
p tab or the Map
M Search link.
ck and hold on
n the map as you move yo
our mouse in o
ea for
order to pan tthe view and locate an are
Clic
sea
arching. You can
c also zoom
m into or out of
o an area by using the con
ntrols on the m
map as displa
ayed
belo
ow. The listing
gs will auto-p
populate and will
w be identifiied by a pin in
n the map.
Aug
g 2014
29
Matrix 101
If th
here are too many
m
propertie
es to display individual ico
ons, the map a
appears with sections and
num
mbers indicating the properties in that se
ection.
Clic
ck on a sectio
on and it will enlarge
e
showing the individ
dual propertie
es.
Use
e the drawing tools to selec
ct a search re
egion on the m
map by drawing boundarie
es around the
des
sired areas. You
Y can choos
se to draw a radius,
r
rectan
ngle, or a polyygon. Examples of all three
e are
sho
own below.
NOTE: When us
sing the map search,
s
do no
ot select a cityy or MLS area
a in the basic search criterria
pag
ge as this may
y conflict with
h the search re
egions you drraw and could
d result in no listing matches.
30
Au
ug 2014
Finding P
Properties and Customer Porrtal
Us
sing the Speed
S
Ba
ar
Perrform Google--like searches
s in Matrix. Yo
ou can search
h for listings tto tax recordss; the speed b
bar
reduces the time
e needed to perform a searrch. Enter criiteria directly into the Spee
ed Bar.
The
e Speed Bar accepts
a
two ty
ypes of input::
1. Speed Bar Shorthand:
S
a series
s
of simp
ple codes you
u enter into th
he Speed Bar. Matrix transslates
your entries into search criteria and run
ns the corres ponding searrch. Shorthand tips:

mbine your Sh
horthand code
es in any orde
er (except for beds and baths)
Com

Put spaces
s
betwe
een Shorthand codes, not commas
S
To run any Matrix search thatt you've Save
ed As a Speed
d Bar shortcu
ut,
2. Speed Bar Shortcuts:
enter its nam
me in the Spee
ed Bar and Matrix
M
runs tha
at saved searrch.
Speed Bar Sh
horthand Examples
E
Critteria
Sh
horthand
Status
A for
f active; S for
f sold
Pro
operty Type
DE
ET, ATT, COM
M, LND, MUL
L, RNT, LOT
Ex
xamples: DET
T for Detached
d Single Fam
mily, A CP for A
Active Cross
Property
City
y
Atllanta for the city
c of Atlanta
a
Stre
eet Name
ky
ynard for Kynard Street
(en
nter exact Strreet Name an
nd omit Streett Type)
Stre
eet Number and
a
Nam
me
12
23 Main for 12
23 Main St
(en
nter exact Strreet Name an
nd omit Streett Type)
MLS
S® Numbers
58
836359 or 5836359 47352
259
Listt Price (In Tho
ousands
$5
500-550 or $500+ or $500-(th
his is the curre
ent price for A
Actives; the S
Sales Price forr Solds)
Bed
ds and Baths
4+
+ 3+ for 4 or more
m
beds and
d 3 or more b
baths
Squ
uare Feet
20
000+ sqft or 20
000-2500 sqfft
Acrres
10
0 acres or 10- acres or 10+
+ acres or 10--15 ac
Ope
en Houses
OH
H 10/28/2014 or OH 0 (0 m
means today)
Ros
ster Search
AG
G Brown or AG
A Adam Brow
wn
Aug
g 2014
31
Matrix 101
Cre
eating and
d Using Spe
eed Bar Sh
hortcuts
You
u may save yo
our Speed Ba
ar search as a shortcut to u
use it again in
n the future. T
This example is
crea
ating a Subdivision Speed Bar shortcut, but the step s are the sam
me for any sho
ortcut you cre
eate.
1. Click Search tab.
s
screen
n opens.
2. Click Residential. The search
division/Comp
plex field type
e the name off the subdivision.
3. Enter your search criteria. In the Subd
4. If you want to
o include morre than one subdivision, tyype the secon
nd name. Use
e commas bettween
subdivisions.
32
Au
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Finding P
Properties and Customer Porrtal
5. View your re
esults. Click Save
S
, New Speed
S
Bar S
Shortcut.
The Sav
ve New Speed
d Bar Shortcu
ut window ope
ens:
e and Descrip
ption. NOTE: The “/” in fron
nt is required,, do not delete.
6. Type a name
7. Click Save.
n the Speed B
Bar. Click the
e magnifying glass.
8. To Use yourr shortcut, type the name in
r
the
e name, you can
c find it und
der My Matrixx, My Speed B
Bar Shortcuts.
9. If you can’t remember
k to access the search crite
eria.
10. Click the link
Aug
g 2014
33
Matrix 101
Th
he Client Portal
The
e Client Portal in Matrix pro
ovides you with private we b pages for cclients that willl help to imprrove
client collaboratio
on. The Clien
nt Portal lets you
y personallyy brand the in
nformation de
elivered to eacch
individual buyer or seller.
The
e Portal also serves
s
as a powerful comm
munication too
ol by allowing
g clients to ca
ategorize listin
ngs
acc
cording to theiir level of inte
erest, as well as
a log converrsation notes between you
u and them. Y
Your
clients can furthe
er customize their Portal ex
xperience by creating and saving searcches of their o
own.
Mattrix also provides you with detailed clien
nt activity and
d Portal usage
e statistics.
Things to Kn
now About the Portal
34

When yo
ou send direc
ct emails or au
uto emails of listings they a
automatically go into the C
Client
Portal.

c create and save their own
o
searchess.
Clients can

It is a co
ommunication tool connects you with yo
our client whe never additional property
information is required.

f
le
ets you easilyy track listing activity and cclient interest.
Matrix’s Hit Counter functionality

e the Portal is
s dynamic, your client will a
always be vie
ewing live, up--to-the-minute
e
Because
data. So
o, whether the
ere has been a change in L
Listing Price, or perhaps, a
and updated p
public
remark, your client wiill see it all in real-time.
Au
ug 2014
Finding P
Properties and Customer Porrtal
Ac
ccessing a Contac
ct’s Porta
al
1. Click My Ma
atrix, and then
n click Contac
cts. A listing of your conta
acts opens.
2. Click the Contact’s name..
P
The portal
p
opens in
n a pop-up wiindow.
3. Click Open Portal.
Aug
g 2014
Age
ent Information
n
Dis
splays your con
ntact informatio
on.
vorites
Fav
Slid
deshow of prop
perties marked
d as Favorites b
by client.
Porrtal Greeting
Cre
eate a greeting
g for all your cliients to see on the Home Pag
ge of
the
eir Portal.
We
elcome Tab
Ho
ome Page tab w
where your clie
ent can come b
back and see th
he
link
ks and notes.
35
Matrix 101
operties Tab
Pro
Accesses the list of properties yyou have sent tthough either d
direct
mail or auto ema
ail searches.
em
ect Emails and Reports
Dire
Pro
operties and re
eports you have
e directly emailed to your clie
ent.
Inc
cludes CMA’s D
Driving Directio
ons, listings, etcc.
es Icons
Selected Propertie
Pro
operties that ha
ave been markked by either yo
ou or your clien
nts as
Favorites, Possib
bilities, or Disca
ards will displayy a count. Clickk on
the
e link and only tthose listings a
appear in the lisst and on the m
map.
cent Notes
Rec
Dis
splays the 3 mo
ost recent Note
es to, and from
m, your client for up
to 10 listings. Listtings with Unre
ead Notes will a
appear with an
on.
astterisk in the ico
My Searches
Dis
splays a list of custom saved searches yourr client has crea
ated
to the
t Portal. Clicck the link to vie
ew the results.
Autto Searches
Dis
splays list of Au
uto searches w
when new listing
gs that meet yo
our
clie
ent’s criteria ap
ppear on the syystem. Click the
e link to view th
he
res
sults.
Auto Searche
es
Onc
ce you have sent
s
an auto search
s
to you
ur client’s porttal when new properties m
match that sea
arch
crite
eria, the client receives an email notifyin
ng him/her off the new prop
perties as sho
own in the exa
ample
belo
ow:
When your clientt clicks the lin
nk, the portal opens:
o
36
Au
ug 2014
Finding P
Properties and Customer Porrtal
The
e Buyer full re
eport is the de
efault. Click Display
D
to se lect another vview from the drop down.
Vie
ewing Porttal Activity
The
ere are severa
al ways to vie
ew a client’s portal
p
activity. From the Agent Dashboard, you can u
use
the Recent Porta
al Visitors wid
dget.
ere are three icons on the widget.
w
The
The
e heart icon ta
akes you to a grid view of the
t propertiess the client ha
as marked as a Favorite.
Aug
g 2014
37
Matrix 101
If a note has bee
en included, click
c
the Note
e icon. The sccreen expands opening the
e note.
The
e client’s note is on the left. There is a space for you to respond to
o the note on the right. Entter
you
ur note and cliick Add Note
e.
When your clientt accesses the portal again
n, a new Note
e Notification appears.
38
Au
ug 2014
Finding P
Properties and Customer Porrtal
Client Search
h
You
ur clients can search for prroperties from
m the Portal.
1. From the We
elcome tab, click Search link. The Map
p opens with tthe search criteria box.
h criteria as ne
eeded and click Search. T
The screen re
esets with the
e properties
2. Enter search
marked on th
he map and the listing belo
ow.
n search for Active
A
properrties only; sold
d properties d
do not displayy.
Notte: Clients can
Aug
g 2014
39
Matrix 101
3. Click on an icon on the map
m to view the
e mini report..
ew the listing details.
4. Click on the FMLS# to vie
ns under the picture
p
to marrk the listing a
as a favorite, a possibility, a reject or ad
dd a
5. Use the icon
note. Once marked,
m
it sho
ows up on the
e listing and a
appears on the Agent Dash
hboard.
40
Au
ug 2014
Finding P
Properties and Customer Porrtal
Us
sing Email
Mattrix has severral email optio
ons that assis
st you in gettin
ng the informa
ation out to yo
our clients an
nd
pros
spects.
Sending Dire
ect Email to
o Clients
You
u can select listings and em
mail them dire
ectly from Ma trix.
1. Select the lis
stings that you
u would like to
o email from your Search Results page
e. Click the ch
heck
box next to each listing to
o make your selections. N ote: The Ema
ail button will be “greyed out”
ect at least on
ne listing.
until you sele
ave made you
ur selections, click on Ema
ail button to ggo to the Ema
ail page.
2. Once you ha
Aug
g 2014
41
Matrix 101
3. Use the table
e below to co
omplete the sc
creen.
Field Name
Description
D
To:
CC:
Type
T
the email address or a
assign an exissting contact by clicking th
he
To:
T link. You can
c also startt typing the na
ame of the co
ontact you wissh to
se
end the email. All contactss that start witth those letterrs appear. Cliick to
se
elect. To sele
ect more than one contact in your conta
act list, hold do
own
th
he CTRL key on your keyb
board as you sselect the nam
mes.
Cre
eate New Con
ntact
To
T create a ne
ew contact, se
elect this link. A contact qu
uick add windo
ow
appears.
l
Required
R
fields
s are highligh
hted.
Click
C
Save wh
hen done.
BCC
C me a copy
Click
C
this chec
ckbox if you w
want a copy se
ent your email.
Display
All
A customer displays are au
utomatically a
available to yo
our client. Usse this
ch
heckbox only
y if you want to
o send the ho
ot sheet displa
ay.
Sub
bject
Type
T
a subjectt for your ema
ail. If you leavve it blank, it ssends with no
o
su
ubject line.
Email Body
Type
T
a body fo
or your email.. If you leave it blank, it defaults to a
sttandard email with a link to
o the listings:
Editt Your Signature
Click
C
this link to
t edit your em
mail signature
e for this ema
ail only. The d
default
siignature is the
e one you sett up in My Ma
atrix.
4. When you arre done, click
k Preview to view how you
ur listings willl look to your client or Sen
nd.
42
Au
ug 2014
Finding P
Properties and Customer Porrtal
Sett up Auto Emails
E
1. Select the lis
stings that you
u would like to
o email from your Search Results page
e. Click the ch
heck
box next to each listing to
o make your selections. N ote: The Ema
ail button will be “greyed out”
ect at least on
ne listing.
until you sele
ave made you
ur selections, click Save o
on the button b
bar.
2. Once you ha
A
Email. The Save a New
N
Auto Em
mail screen op
pens.
3. Click New Auto
e a New Auto Email page, select
s
a conta
act in the Con
ntact drop-dow
wn list to assign
4. On the Save
the auto ema
ail to an existing contact. To
T add a new contact, clickk the Create a New Con
ntact
link.
ect for the em
mail in the Sub
bject field.
5. Enter a subje
utomatically populate
p
the message
m
field
d. If you want to add a perssonal messag
ge
6. Matrix will au
before the au
uto-populated
d text, enter itt in the Messa
age field.
7. Scroll down to the settings section.
Aug
g 2014
43
Matrix 101
8. Click the En
nable concie
erge mode checkbox
c
und
der the Settings section.
Once you en
nable Concierrge Mode, Ma
atrix will hold tthe matching listings in the
e “Concierge,,”
where you may
m approve the
t listings to be added to your client’s p
portal, or reje
ect them. Oncce
approved, yo
our client will receive an em
mail with a lin
nk to view the Portal.
9. Select Show
w this conta
act in Reverrse Prospec
cting to allow
w a listing age
ent to see if th
heir
listing was sent in an auto
o email.
ble as a Fav
vorite Searc
ch to add the search to thee Favorites Se
earches list on the
10. Select Enab
Matrix Home
e tab.
hedule setting
g to specify wh
hen auto ema
ails are sent tto your client. The ASAP setting
11. Select a Sch
sends auto emails
e
as soo
on as possible
e, the Daily se
etting sends e
emails every d
day selected at
8:00AM or 6:00PM, and the Monthly se
etting sends e
emails at mid
dnight on the ffirst of the mo
onth.
12. Click Save.
44
Au
ug 2014
Finding P
Properties and Customer Porrtal
Vie
ew Email History
H
Mattrix keeps trac
ck of all emails you send th
hrough the syystem for 90 d
days. You can
n view your e
email
histtory two separate ways: Se
ent Email link or Contacts llink both loca
ated under Myy Matrix.
nt Email
Sen
y, click on the
e My Matrix tab and then
n the Sent Email link.
1. To view yourr email history
d
or to view
v
in the Po
ortal, click the
e drop down a
arrow.
2. To view the details
ntacts Link
Con
1. To view yourr email history
y, click on the
e My Matrix tab and then
n the Contac
cts link.
ontact you wa
ant, click the drop
d
down arrrow.
2. Select the co
op down arrow
w next to Sent Emails.
3. Click the dro
Aug
g 2014
45
Matrix 101
Se
etting up Matrix Se
ettings
You
u can update your persona
al information in Matrix.
Clic
ck My Matrix tab. Click My
y Information
n. The window
w opens with the My Inform
mation tab.
Information Tab
T
This
s page allows
s you to mana
age the perso
onal informatio
on used by M
Matrix. For eacch of the fields
belo
ow you can either use the value from yo
our roster enttry, if there is one, or enterr a value manually.
It is recommende
ed that you us
se the roster value whenevver one is ava
ailable.
Header and Footer
F
The
e following are
e the Header and Footer te
emplates use
ed for the Clie
ent Portal.
To change
c
this banner
b
and information, clic
ck Select a d
different pack
kage.
46
Au
ug 2014
Finding P
Properties and Customer Porrtal
Mo
obile Heade
er
This
s page allows
s you to mana
age the inform
mation you wissh to display on the heade
er on your mo
obile
porttal.
CM
MA Cover Sheet
S
The
e following fields are used on your CMA
A Cover Sheett. For each fie
eld you can e
either use the value
defiined on the In
nformation tab
b, or override it with a valu e, which is sp
pecific to the CMA Cover S
Sheet.
Aug
g 2014
47
Matrix 101
Portal Inform
mation
play on your Portal welcom
This
s page allows
s you to mana
age the inform
mation that yo
ou wish to disp
me
pag
ge. Use the drrop-downs be
elow to select which inform
mation should be shown. (Y
You can edit the
info
ormation on th
he Information
n tab.)
Em
mail signatu
ure
Plea
ase edit your email signatu
ure, which is added
a
to the bottom of em
mails you send
d from Matrix.
48
Au
ug 2014
Finding P
Properties and Customer Porrtal
Settting up th
he Portal Greeting
1. Click My Ma
atrix.
G
Wind ow opens.
2. Click My Porrtal Greeting. The Portal Greeting
ormation you want into the
e screen.
3. Enter the info
This informa
ation will appe
ear at the top of the portal sscreen as a g
greeting.
Aug
g 2014
49
Matrix 101
50
Au
ug 2014
FMLS Technical Support
404-255-4219
Any technical questions regarding the functions in
Fusion, FormsPro, or Realist (Tax) should be
addressed to the FMLS Help Desk staff.
FMLS Administrative Support
404-255-8660
______________________________________________
Questions regarding listing changes, fees, computer user
forms and other administrative questions should be
directed to Administrative Support.
Business Hours
Monday through Friday 9:00 am – 5:00 pm.
Business Hours
Monday through Friday 9:00am – 5 pm.
Weekend
Saturday 8:30 am – 5:00 pm
Sunday 1:00 pm – 5:00 pm
NOTE: Use the “FMLS Computer User Form” to obtain
a User Name & Password for a new agent, change a
User Name to a different company, delete a User Name,
change name or address information, change user
access level, etc. This form can be located on the FMLS
homepage under Administrative Support/Forms.
Fax Computer User forms to 678-904-0444 or
Email: support@fmls.com (technical & how to
questions)
Email: feedback@fmls.com (suggestions)
Live Chat: Available M-F 9am-5pm on the FMLS.com
home page at the bottom of the left navigation bar.
FMLS Hotline
(Confidential voice mail where possible rule violators
can be reported)
678-904-0446 - or - compliance@fmls.com
Please leave name, broker code and a phone number
where you can be reached. Without this information,
we can not follow through with the complaint.
____________________________________________
Training Class Registration
Steps:
1. Visit the FMLS website at www.fmls.com
2. Enter your User Name and Password.
3. Hover over Training on left nav bar.
4. Click on Training Schedule.
5. Select location and class topic.
Email: training@fmls.com
Email tonewuserforms@fmls.com
FMLS Store Locations
FMLS Main (Sandy Springs) 404-257-1447
FMLS NE (Duluth) Store 678-475-0544
FMLS NW (Marietta) Store 678-290-9493
Purchase FMLS maps, decals, clothing, software, closing
gifts, display stands, measuring devices, calculators,
accessories, jewelry, brochure boxes, signs, supplies,
and much more. Visit one of our 3 locations or shop
online at www.fmls.com and click on FMLS Store.
To check on internet orders and shipments:
Email us at: shipping@fmls.com
Supra Key/Lockbox Issues
404-843-3672
Call Supra for any issues concerning lockboxes or
lockbox keys. Supra stops issuing boxes at 4 PM.
FMLS has 3 convenient locations to serve your real estate needs. Each of our 3 centers offers training,
real estate supplies and Supra keys and lockboxes.
FMLS Main Office
5457 Roswell Rd
Atlanta, GA 30342
404-255-8660 –or1-800-505-FMLS
404-255-8602 (fax)
FMLS Northwest Center
166 Barrett Pkwy., Suite D
Home Center Village
Marietta, GA 30066
678-290-9493
678-290-9251 (fax)
FMLS Northeast Center
2250 Satellite Blvd., Suite 215
Satellite Court
Duluth, GA 30097
678-475-0544
678-475-0594 (fax)