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Tutorials & Training:

Your how-to questions answered.

All Content (by Category): Videos, Guides, and Other Links:

Transitioning to Matrix (Includes Recorded Webinar)

Adding & Editing Listings

CMAs in Matrix

Working with Customers/Contacts

Emailing with Matrix

Listing Features & Tools

Searching in Matrix


transitioning-headline

Back to basics: How can I find an overview of Matrix? ... (Recorded Webinar; Guide; Knowledge Base)


guide-icon-training-page(Transition to Matrix Class Guide)guide-icon-training-page(Transition Checklist)
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How do I add listings? ... (Video)

How do I edit listings? ... (Video)

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How do I save an incomplete listing (and then file as Active later)? ... (Video)

cma-headline

How do I email or print a Quick CMA? ... (Video—'MATRIX IN A MINUTE')

How do I create a Quick CMA? ... (Guide)

How do I create a full CMA presentation in Matrix? ... (Guide)

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Where can I find more information about CMAs in Matrix? ... (Video)

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An overview of the Customer Portal ... (Video)

 (In-depth video)

How do I access the Customer Portal? ... (Guide)

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How do I access and review my customer’s contact info and transaction history (saved searches, emails, CMAs, favorites, etc.)? ... (Guide)

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How does the customer Cart work? ... (Video)

How do I setup and work with my concierge? ... (Guide)

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How do I reactivate a search, check the welcome email status & resend the welcome email in Matrix? ... (Video)

How do I move my contacts with searches from Fusion to Matrix? ... (Guide)

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How do I move my contact with searches from MLXchange to Matrix? ... (Guide)

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Some FAQs about Contacts in Matrix ... (Knowledge Base)

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emailing-headline

How do I create auto emails for my contacts? ... (Guide)

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How do I convert saved searches into Auto Emails? ... (Video—'MATRIX IN A MINUTE'; Knowledge Base)

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How do I track Auto Emails? ... (Guide)

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How do I view sent emails? ... (Guide)

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Email FAQs ... (Knowledge Base)

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listing-headline

How do I change the order of my listing photos in Matrix? (Video—'MATRIX IN A MINUTE')

How do I print selected properties on a map in Matrix? ... (Video—'MATRIX IN A MINUTE')

How do I work with the map in Matrix? ... (Guide)

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searching-headline

How do I use the Speed Bar? ... (Video—'MATRIX IN A MINUTE'; Knowledge Base)

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How do I convert Saved Searches Into Auto Emails? ... (Video—'MATRIX IN A MINUTE')

How do I search using symbols (examples: *, !) ... (Video—'MATRIX IN A MINUTE'; News)

(In-depth tutorial)

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How do I view only my selected properties? ... (Video—'MATRIX IN A MINUTE')

How do I customize my Hotsheet search? ... (Guide)

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How do I search Matrix with my mobile device? ... (Video; News)

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How do I save a Search? ... (Guide)

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How do I create a custom search (i.e. a new default search)? ... (Video—'MATRIX IN A MINUTE')

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How do I search by MLS number? ... (Video—'MATRIX IN A MINUTE')

How do I search by address? ... (Video—'MATRIX IN A MINUTE')

How do I search with the map? ... (Guide)

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How do I access recent search history? ... (Guide)

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Search FAQs ... (Knowledge Base)

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How does Reverse Prospecting work? ... (Knowledge Base)

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other-headline

How do I use Hit Counters in Matrix? ... (Video—'MATRIX IN A MINUTE')

How do I personalize 'My Matrix'? ... (Video; Knowledge Base)

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How do I navigate Matrix? ... (Video)

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How do I find listing area stats? ... (Video)

How do I give a team member access to my Matrix account (shared identity)? ... (Guide; Knowledge Base)

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How do I set up my Agent Web Page? ... (Guide; News)

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How do I log into Matrix with my iPad? ... (Knowledge Base)

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How do I find or email Open Houses? ... (Knowledge Base)

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I'm an Appraiser. How can I make Matrix work for me? ... (Recorded Webinar)

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