MATRIX Updates

Transcription

MATRIX Updates

CRISNet Matrix 6.7
Platform Updates
Rev 6/2014
MATRIX Updates 6.7
TABLE OF CONTENTS
Introduction ........................................................................................................................................... 3
Hot Sheet Enhancements ..................................................................................................................... 4
Lot Dimension Enhancements .............................................................................................................. 7
Matrix IDX Enhancements .................................................................................................................... 8
IDX Map Search................................................................................................................................. 8
Reverse Prospecting ........................................................................................................................... 12
BCC Agent Link .................................................................................................................................. 15
Office/Agent Search Control Field....................................................................................................... 15
CMA Enhancement ............................................................................................................................. 16
Mobile Client Portal ............................................................................................................................. 18
Mobile Map Search: Matrix Agent Mobile & Mobile Portal .................................................................. 19
www.srar.com Tech Support SRAR-SFV 818 947 2202 SRAR-SCV 661 295 7117 techsupport@srar.com
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MATRIX Updates 6.7
INTRODUCTION
This manual provides you an overview of the CRISNetMLS Matrix updates that were released June
11, 2014. For additional training documentation, please view the training material located on the
CRISNetMLS web site at the link below.
www.SRAR.com/training
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MATRIX Updates 6.7
HOT SHEET ENHANCEMENTS
The CRISNetMLS Matrix platform Hot Sheets have been redesigned to allow you to customize up to
10 property specific Hot Sheets. In addition, we have added the ability for you to select the “Days
Back” for your Hot Sheet search from within the widget.
When working with the Hot Sheets, you will see that the widget lists the Personal Hot Sheet and
Residential Hot Sheet by default. The two visible Hot Sheets are marked as “Retiring 6/30/14”. This
only impacts these two specific Hot Sheets.
Follow the steps below to set up your new Hot Sheets.
1. Locate the Hot Sheet Widget in the Matrix Home tab and click Add/Customize.
2. From the Manage Hot Sheets window, you can Add Hot Sheets, Rename them, Edit the Search
Criteria, Reset Criteria, Delete Hot Sheets, and Restore System Defaults. To Add a new hot
sheet, click the Add button.
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MATRIX Updates 6.7
3. In the Add Hot Sheet screen, click the Hot Sheet Type drop-down menu to select the Property
category you want to work with.
4. Once you have selected the property type (for this example we will work with Residential), click
into the Name field and give the Hot Sheet a customized name, if desired, and click Save.
5. Next, click the Edit Criteria button to set up your search preferences.
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MATRIX Updates 6.7
6. Once you have selected the criteria of your choice, click the Save button.
7. You can now return to the Matrix Home tab where you will see the updated Hot Sheet widget with
a link to your custom hot sheet. From here, select the time frame you wish to view from the “Days
Back” drop-down menu then click on the name of the Hot Sheet you wish to run.
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MATRIX Updates 6.7
LOT DIMENSION ENHANCEMENTS
The Map display in Matrix has been updated and now includes a “Lot Dimensions” link on the
summary display window visible when you click on a parcel. The new Lot Dimensions link will be
visible for properties that are listed and those that are not.
1. To view lot dimensions, access the Matrix Map from the Search tab, zoom into and click on a
parcel you want to work with. This will bring up the property summary display window. Click the
Lot Dimensions link located in the summary display window to see both the parcel lot dimensions
and the lot size
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MATRIX Updates 6.7
MATRIX IDX ENHANCEMENTS
IDX MAP SEARCH
With a similar style to the Matrix Client Portal, the new IDX (Internet Data Exchange) Map Search
allows you to tailor the Map to meet your specific business needs. For each IDX Map Search:
Agents can:
 Select appropriate search forms (My Listings, or Map Search);
 Set mapping defaults including limiting search results to a specific area;
 Provide an optional “sign up” feature; set per IDX Map Search.
IDX Consumers can:
 Specify search criteria by property type;
 Modify the map criteria using zoom levels and map shapes;
 Mark listings as Possibilities, which are stored in a cookie per device;
 Send the Agent a Contact Request.
SETTING UP THE MATRIX IDX FRAMEABLE LINK
Follow the steps below to set up your Matrix Frameable link.
1. Select Settings from the My Matrix tab.
2. Click on the IDX Configuration link.
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MATRIX Updates 6.7
3. Set your settings on the IDX Configuration page by first naming your IDX page.
4. Next, select which form to use; My Listings or Map Search.
5. Under Map Area, select from one of three options. If you choose to define a map area, click Set
Map Area to select the desired location.
6. Under the Activation section, choose IDX Enabled.
7. Under Other Options, place a check mark in the box to Include Sign-Up Form and type an
option Sign-Up Message. This feature will give consumers the ability to submit their contact
information. When you are done, click the Save button.
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MATRIX Updates 6.7
8. Matrix will generate the HTML code that you or your webmaster will need in order to embed
(frame) your new IDX page onto your website. Copy the HTML code located in the Activation
section and paste where desired.
9. You can always click the Preview tab throughout this process to preview what your finished IDX
page will look like.
IDX MAPPING CONTACT REQUEST
From your IDX Map Search Page, a consumer can sign up and send you their contact information via
the Contact Request Form.
When a consumer clicks to Sign up, they will be prompted to submit their Name, Email Address, and
optionally a phone number and a brief message. The consumer will also be given the opportunity to
include up to 5 properties they have selected from a search result as their Possibilities.
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MATRIX Updates 6.7
VIEWING THE CONTACT DETAILS
After a consumer fills out the Contact Request Form, you will see their name in the Contact
Requests widget on the Matrix Home tab. If there are no pending requests, this widget will not be
visible. Click on the Contact name to view additional information.
After clicking the contacts name, you will see the information they filled out on the contact request
form. Click the Add button to save their information in Matrix as a contact.
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MATRIX Updates 6.7
REVERSE PROSPECTING
Reverse prospecting has been enhanced to improve usability and email capabilities. To access
Reverse prospecting, click the My Matrix tab, then click on My Listings. Once you have selected the
listing you want to work with, click the Reverse Prospect button.
On the following page, you will see a list of agents who have sent your listing to their clients.
Features:
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



Sortable Columns – click on the column headers to sort results.
Agent Name – click on the Agent Name to send an email (see below).
Mortgage Pre-Approved Flag – displays a checkmark if the contact has Mortgage Preapproval. The agent sets this flag for each of their contacts.
Date Sent – indicates when the contact was notified of your listing.
File Folder Icon –
o Heart Icon will be displayed if the referenced contact flagged your listing as a Favorite
o Light Bulb icon will be displayed if contact flagged your listing as a Possibility
o If the contact discarded your listing – that contact’s Agent and Reference Number row
will not appear in Reverse Prospecting Results
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MATRIX Updates 6.7
REVERSE PROSPECT EMAIL PAGE
From the Reverse Prospecting Results screen (see screen shot above), you can click on the Agent’s
Name link to send them an email. When you click the Agent’s Name link, their contact information will
be pre-populated to make sending them a message easier.
REVERSE PROSPECT EMAIL HISTORY
All Reverse Prospecting emails sent and received are saved in Reverse Prospect History. History is
accessed from the My Matrix tab by selecting Reverse Prospecting History under My Listings.
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MATRIX Updates 6.7
The top section displays all reverse prospecting emails Sent, and the lower section displays all
reverse prospecting emails Received.
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Listing # - click to view the message sent/received.
Ref# - Contact reference number the receiving agent uses to look up his contact while keeping
the contact’s name confidential.
Recipient - name of the agent the email was sent to.
Date Sent – Date the email was sent. Displays the Time if sent today.
Date Viewed – Displays the date of when the receiving agent read the email. “never” indicates
unread.
Contact Name – Click to display your contact’s detailed information. Contact’s name is only
visible for Received Reverse Prospecting Emails.
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MATRIX Updates 6.7
BCC AGENT LINK
When sending listings to a contact from the CRISNetMLS Matrix platform, you have the ability to BCC
yourself. The recent update to Matrix takes this one step further. Now, when you BCC yourself, Matrix
will include an Agent Only link that will only be visible to you (the Agent). This new Agent Only link will
take you straight into Matrix (if you are logged in) and display the listings in an agent view. If you are
not logged into Matrix, you will be prompted to enter your login credentials and then you will see the
listings. The Agent Only link will not be visible to your clients.
OFFICE/AGENT SEARCH CONTROL FIELD
The Agent/Office search fields in Matrix have been enhanced and now allow you to perform a search
for the Agent/Office ID from the search field, without having to enter the Roster tab. To locate these
fields, select a Detail property search form and scroll down to the listing/selling agent/office section
where you will see the new search icon next to each searchable field.
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MATRIX Updates 6.7
Upon clicking the search icon, a separate search form will open allowing you to look up an agent or
office by various criteria. After entering the desired criteria, click Run Search to obtain your search
results.
CMA ENHANCEMENTS
CUSTOM FIELDS
Custom fields allow you to include additional property attributes in a CMA. Each custom field now has
the option of being linked to an existing property field. If the custom field is linked to an existing field,
those values will be used for comparison between the Subject Property and the Comparable
Property. You can still create your own custom fields not linked to an existing field, in which case you
must enter the custom values for each field. You also have the option of saving the custom fields as
defaults to be used in subsequent CMA’s.
You will find the new Custom fields on the Subject tab in the CMA Wizard. To link a Custom Field to
an existing field, click on an available field in the first column (shown below).
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MATRIX Updates 6.7
Place a checkmark in the box to Link to a Matrix Field. Then, select the desired field and type in a
custom label if desired.
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MATRIX Updates 6.7
EMAIL CMA – SEND BUTTON
In the Email CMA screen, the Send button is now located on a button bar at the bottom of the screen.
MOBILE CLIENT PORTAL
The CRISNetMLS Matrix Client Portal now features a mobile version similar to CRISNetMobile.com.
The Mobile Client Portal was built specifically for smart phones and consumers on the go. When
accessing a Portal link from a mobile device, Matrix will attempt to detect mobile devices and send
the user to the Mobile Portal. The option to switch between the Desktop Portal and the Mobile Portal
is available in both versions.
The Mobile Client Portal supports all the functionality of the Desktop Portal including:
 Direct Emails and Reports
 Client Searches
 Auto Emails
 Agent Greetings
 Listing Notes
 Favorites, Possibilities, and Discards
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MATRIX Updates 6.7
1. Mobile Portal Header – This can be customized as desired with Agent Information fields. By
default, Mobile Header will use Full Name, Tag line, Email, Office Direct Phone, and No Photo.
The Mobile Header settings can be found under My Matrix  Settings  My Information 
Mobile Header.
2. Portal Help – Opens the Portal Help Page.
3. View More Info – Opens a mobile page that displays the Portal Information as set in My Matrix 
Settings  Portal Information.
4. Portal Greeting – Opens custom greeting as set in My Matrix  Settings  Portal Greeting.
5. Portal Switch – Available on all pages in both Mobile and Desktop Portal; takes the consumer to
the equivalent page in Desktop Portal.
6. Go Here – In addition to existing Portal functionality, the Mobile Client Portal also supports a new
Mobile specific feature, “Go Here”. “Go Here” is the ability to use the mobile devices’ built in map
application to get directions to a single listing. Devices without a Map Application will be directed
to Google Maps © via the Mobile Browser.
MOBILE MAP SEARCH: MATRIX AGENT MOBILE & MOBILE PORTAL
Mobile Map Search in both CRISnetMobile.com and in the Client Mobile Portal now has the ability to
perform a radius search around an address. This feature is located in the Mobile Search Page.
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MATRIX Updates

Transcription

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