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Matrix Basics

Dashboard, customizing, hot sheets

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Work with clients

Auto emails, OneHome and contacts

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Add or edit a listing

Incompletes, edits and changes

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Use stats & reports

Market trends and production

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Find listings & comps

Searching, map and radius search

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Use Mobile

iPhone and Android classes

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Create a CMA

Quick and Full CMA

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Appraiser tools

Research and report tips

Recommended Training

33 resources found

Quick Tip · Basics

How to Customize Market Watch

Learn how to customize the Market Watch gadget on your dashboard

Quick Tip · Basics

How to change your default map

Want to just see the area you work on the map?

Full Class · CMA

Matrix CMAs (Classic)

Learn how to find Automated Valuation Models (AVMs) in products provided by Hive and on the internet before doing a Quick and Full CMA.

Handout · CMA

CMA Prep (Classic)

The spreadsheet used in the CMA class to find AVMs on the internet.

Full Class · Clients

Contacts and Customizations (Classic)

Learn all the tips and tricks when dealing with contacts and how to customize your Matrix.

Quick Tip · Search

How to find a school or subdivision

This video will show you how the new lookup works for schools and subdivisions

Quick Tip · Search

How to exclude part of a map shape

Learn how easy it is to exclude part of a drawn shape or radius on the map

Quick Tip · Search

How to do a radius search around an MLS number

Learn how to do a radius search around an MLS number in Matrix

Quick Tip · Search

How to find flood zones on a map

How to find your map layers like FEMA flood zones.

Quick Tip · Search

How to find all of your historical listings

This quick video will show you how to find all the listings you have ever had in the system

Quick Tip · Search

How to do a basic search

This short video will show you how to do a search using the Classic (not new) search

Quick Tip · Basics

How to Customize the Hot Sheet

This short video will show you how to customize the hot sheet in Matrix

Quick Tip · Basics

How to change your profile picture

This short video will show you how to update your headshot

Full Class · CMA

Matrix CMAs (Savannah)

Learn how to find Automated Valuation Models (AVMs) in products provided by Hive and on the internet before doing a Quick and Full CMA.

Full Class · Clients

Auto Email Deep Dive

Learn how to use auto emails in unique ways in this advanced class.

Full Class · Clients

Contacts and Customizations (Savannah)

Learn all the tips and tricks when dealing with contacts and how to customize your Matrix.

Full Class · Mobile

The MLS Touch app

Learn how to the use the MLS Touch app for Matrix users in this class.

Quick Tip · Search

How to check commute times on the map

Learn how to limit your search results to listings that are within your client's desired commute

Quick Tip · Search

How to do a radius search around an address/location

Learn how easy it is to do a radius search around an address or location in Matrix

Full Class · Search

Searching in Matrix

Watch this introductory class on how to search in Matrix effectively, create your own settings, use map shapes, etc.

Quick Tip · Stats

How to run the ranking report

This short video will show you have to run the report to where you rank in sales.

Quick Tip · Search

How to save a search and auto-email

This quick video will show you how to save a search and set up an auto-email for a client.

Quick Tip · Basics

How to update your default search template

Learn how to add fields you always use to your search template, so they are already there

Quick Tip · Basics

How to find your recent searches

This quick tip will show you where to find your recent searches inside of Matrix

Handout · CMA

CMA Prep (Savannah)

The spreadsheet used in the CMA class to find AVMs on the internet.

Full Class · Clients

How to use OneHome

This class will show you the ins and outs of using OneHome for your clients in Matrix.

Handout · Clients

15 Ways to use auto emails

Learn different ways to use auto emails for working with clients.

Quick Tip · Search

How to use the new Find tool

Learn the new powerful Find tool coming in Matrix version 12.7

Quick Tip · Search

How to search by wildcard

Learn how to use asterisks to find specific words in a field

Quick Tip · Search

How to favorite a search

Learn how to favorite a search for areas you work regularly

Handout · Search

Searching in Matrix

Learn different ways to search in Matrix.

Quick Tip · Basics

How to use the Matrix dashboard

This short video will show you how to get the most out of your dashboard

Quick Tip · Search

How to add or remove additional search criteria

This quick tip video will show you how to add or remove additional search criteria.

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