See What’s New in CRMLS Matrix 6.3
Improved County, City, and Area Search Fields
The County, City, and Area search fields in CRMLS Matrix have been improved to streamline the selection of counties,
cities, and areas when searching for listings. The new city field now allows you to select multiple cities by typing
a list of city names separated by commas, select cities from a list, and select cities using the City search feature.
To limit the City field to displaying cities in a specific county, select a county in the County field. To limit the
Area field to displaying areas in a specific city, select a city in the City field. For more information on the improved
County, City, and Area Search fields, refer to the CRMLS Matrix Platform Updates Manual.
Interactive Single Line Grids
The Agent 1 Line displays in CRMLS Matrix has been updated with an Interactive Agent 1 Line grid.
The new Agent 1 Line allow you to fully customize your search results by allowing you to add,
remove, and reorder columns, change column widths, and change column properties. Changes
made to a property type’s Single Line Grid are saved until you log out of CRMLS Matrix and
can be permanently saved by clicking the Manage Display icon, typing a name for your Agent 1 Line grid,
and clicking Save as a Copy. For more information about the new Interactive Agent 1 Line grid, refer to the CRMLS Matrix Platform Updates Manual.
Map searches in CRMLS Matrix and CRMLSMobile just got easier with My Location.
My Location uses GPS positioning information from your computer, tablet, or mobile
phone’s current location to define a map search area in CRMLS Matrix. Simply select
a distance in the Within miles of My Location field on the criteria screen or select
My Current Location in the Map’s Jump to Address field to display nearby listings on
Display more listings on Maps in CRMLS Matrix with Map Pin Clustering. In previous
versions of CRMLS Matrix, maps were limited to displaying up to 500 listings, with
Map Pin Clustering, you can now display up to 5,000 listings on a map. Along with
Map Pin Clustering, additional map overlays will help you to better visualize
Realist map layers, zip code, parcel, and school district boundaries, parcel
characteristics, trends, points of interest, and more directly in CRMLS Matrix.
For more information on the map improvements in CRMLS Matrix, refer to the CRMLS Matrix Platform Updates Manual.
Redesigned Client Portal
The Client Portal in CRMLS Matrix has been completely redesigned for today’s home buyer. Your clients
will now be able to use the Client Portal to manage the listings that you send from CRMLS Matrix and
create their very own property searches. The all new Agent Welcome Screen allows you to add a custom
greeting message to the Client Portal and provides your clients with instant access to their auto
emails, direct emails, saved searches, and listings that they have marked as favorites and possibilities.
In addition to marking listings as favorites and possibilities, you and your clients can discuss
potential listings using the Client Portal’s Listing Notes feature. For more information about the all
new Client Portal in CRMLS Matrix, refer to the CRMLS Matrix Platform Updates Manual.
Resend Auto Email
Have your clients ever missed or accidentally deleted their Client Portal’s welcome email?
If they have, then you probably already know that resending the initial email was no simple
task, until now. To resend the initial welcome email to a client that hasn’t activated their
portal, simply click the Resend Welcome button in the auto email’s details menu.
Agent information that appears in the Client Portal, Agent Header/Footer, CMA Cover Sheets,
and Emails is now located in one central location. To update your agent information, hover
your mouse over the My Matrix tab and select Settings, then click My Information.
Simplified Print Screen
The Print Screen’s Primary and Additional Reports tabs in CRMLS Matrix have been consolidated
into a single list, allowing you to quickly select displays and reports you want to print.
For more information on how to print listings in CRMLS Matrix using the Simplified Print Screen, refer to the CRMLS Matrix Platform Updates Manual.
Improved Net Sheets
The Net Sheets in CRMLS Matrix have been updated, allowing you to save and assign them to individual clients.
One Click Access to Cloud CMA
Creating CMA Reports in Cloud CMA from CRMLS Matrix just got easier. To create a CMA directly from the any search results screen in CRMLS Matrix, select one or more comparable listings, then click the Cloud CMA button to start creating your CMA report.