10:00 am – 1:15 pm
$25 Members / $50 Non Members / 3 CE Credits
Instructor: Sallie Mobley
In this course, students will learn how to take their Matrix skills to the next level with specialized tools and customizable features. Students will use the Market Watch and Hot Sheet widgets to target specific properties; work with advanced statistics by sending creating and charts to a client, viewing a chart from a client point of view, working with presets and utilizing advanced options and styles. Students will customize the search results screen that suits their workflow best, including adding and removing columns, utilizing the auto-fit sizing feature, and saving a customized grid. Students will set up and use Carts to organize properties for their clients. Additionally, students will utilize the Concierge Mode feature, which allows the agent to preview a property before it is emailed out to a client. Finally, students will refine their search skills by incorporating advanced searching techniques using the cross property search, history search, caravan and open house search.
Topics covered include: Customizing the market watch widget to show properties based on price range, location or other property features; perform a map search within the market watch widget; create a customized Hot Sheet through the Hot Sheet widget; working with advanced statistics; working with presets, adding a secondary statistic, using advanced options and styles, sending a chart to a client and viewing chart from a client point of view; customizing results screen by removing and adding columns, using auto-fit, and saving the customized grid; how to create a cart for a client, placing properties in a cart, copying properties from one cart to another, removing items from a cart; setting up concierge mode, approving properties, disabling concierge mode; searching caravans and open houses, perform cross property and history searches.
Sponsored by Residential Inspector