advanced ntreis matrix user guide ©2015 metrotex association of realtors® revised: 07.17.15 gp...

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©2015 MetroTex Association of REALTORS® Revised: 07.17.15 gp

Advanced NTREIS Matrix User Guide

MetroTex Association of REALTORS®

8201 North Stemmons Freeway Dallas, Texas 75247

214-637-6660 Technical Support: 214-540-2755

www.DFWRealEstate.com

www.MyMetroTex.com/mls-support

Revised: 07.17.15 gp

http://www.dfwrealestate.com/

http://www.mymetrotex.com/mls-support

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Contents Searching - Adding Fields .............................................................................................................................. 3

Searching – Saving Searches ......................................................................................................................... 4

Driving Directions .......................................................................................................................................... 5

Map ............................................................................................................................................................... 6

Search by Map .......................................................................................................................................... 6

Layers on the Map .................................................................................................................................... 8

CMAs ............................................................................................................................................................. 9

Quick CMA............................................................................................................................................... 10

CMA Wizard ............................................................................................................................................ 11

Cloud CMA .............................................................................................................................................. 12

Speed Bar .................................................................................................................................................... 19

Refine Menu ................................................................................................................................................ 20

Carts ............................................................................................................................................................ 22

Hot Sheets ................................................................................................................................................... 24

Market Watch ............................................................................................................................................. 27

Exports ........................................................................................................................................................ 29

Stats ............................................................................................................................................................ 31

NTREIS Trends ............................................................................................................................................. 33

Additional Resources .................................................................................................................................. 37

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Searching - Adding Fields If there is a need to search by a field that is not on the main search screen, it can be added by using the Additional Fields.

When Add is selected, the Frequently Used Fields window presents fields available to be added.

When a field is highlighted and the Add button is selected, it becomes a Selected Field. When the Back button is selected, that field will appear under Additional Fields.

Fields that are commonly added include:

• DOM / CDOM • Common Features - Gated Entrance,

Community Pool • Pool • Proposed Financing – Owner Carry First • Ratio Current Price by SqFt • Room Features - Separate Shower, Split

Bedrooms

• Room Search - Full Bath or Second Bedroom Down

• Schools - Primary, Elementary, Middle, High Schools

• School District • Seller Type - Builder, Individual, REO • Short Sale Y/N - Possible Short Sale • Special Notes - Senior Living or Section 8

Housing

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Searching – Saving Searches After a search is created, properties are displayed on the Results Grid.

If the Save menu is selected, three options are displayed. New Saved Search saves the search either on the Home Screen or under My Matrix / Saved Searches.

At this point, the search is given a name and may be attached to a Contact or Enabled as a Favorite Search on the Home Tab. If the Home Tab option is selected, it will be available under the Favorite Searches widget on the home page as well as under My Matrix / Saved Searches.

NOTE: Attaching a contact to the search does not automatically email search results to that client.

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Driving Directions

The desired properties can be checked, then Directions selected.

The listings can be dragged and dropped into the desired order.

The Add Start and Add Stop buttons can be used to add beginning and end points that are not listings (i.e. the agent’s office). These directions can be both emailed and printed. A brief tutorial for driving directions is available at the MetroTex Matrix page www.MyMetroTex.com/mls-support or directly from YouTube http://goo.gl/zODGp9.


http://goo.gl/zODGp9

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Map

The Map can be accessed by selecting the Map tab from either the Search/Criteria screen or the Results screen.

Search by Map

An area can be searched by selecting the polygon tool.

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The desired area can be traced, with a click/tap each time the direction changes. Clicking/tapping the red starting point will complete the shape.

The shape can now be used to define the search area (Include this Shape) or exclude a specific area from the search results (Exclude this Shape). Delete Shape will remove the user-defined shape from the map.

The resulting listings will be limited by the area(s) selected on the map.

NOTE: More than one shape may be used. Also, there can be a shape within a shape (i.e. limited to a certain area, minus a few streets).

A brief tutorial for map-based searches is available at the MetroTex Matrix page www.MyMetroTex.com/mls-support or directly from YouTube http://goo.gl/l5sfEL.


http://goo.gl/l5sfEL

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Layers on the Map The Layers feature can be accessed from the toolbar across the top of the map.

Selecting a layer will display that characteristic on the map.

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CMAs A search must be run to start all CMAs.

NOTE: All off-market statuses including Pending and Sold default to a status change date of within the past 90 days. If Sold listings are to go back six months, the field should be changed to 0-180.

From the Results tab, once the appropriate listings are selected, the type of CMA can be selected.

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Quick CMA

The Quick CMA option returns a basic 2-3 page CMA.

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CMA Wizard

The CMA Wizard is a step-by-step method for creating a detailed CMA. The top menu bar reflects the steps of the process.

Start: A contact can be selected or entered and a description entered.

Pages: Pages to be included in the final report are selected.

Subject: Information about the subject property is entered or populated from an MLS listing.

Cover: Information for the cover page including a property photo is entered/corrected here.

Comparables: The comparable properties are selected here.

Map: This displays the location of the subject property and the comparable properties.

Adjustments: Adjustments to account for differences between the subject property and the comparable properties are entered here.

Pricing: The comparable listing pricing is summarized here and a suggested list price or price range can be entered.

Finish: The final CMA can be viewed or emailed at this point.

Save: This saves the CMA for 180 days.

Delete: This deletes the CMA.

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Cloud CMA

Cloud CMA is a three-step process for creating a detailed printable and electronic CMA. (NOTE: The first time Cloud CMA is used, the registration process must be completed.)

Step 1: Entering the Subject Property and Retrieving the Comparable Properties

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On the Criteria page, a client name can be entered. (Optional)

The subject property address must be entered.

A photo and details about the subject property may be entered. Selecting the Advanced info link displays additional data entry fields. (Optional)

The MLS numbers from the search results page will appear.

Step one is complete when Fetch Listings is selected.

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Step 2: Enter a Suggested List Price and Make Adjustments

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A Suggested List Price can be entered. (Optional) Once a Suggested List Price is entered, a Net Sheet can be created.

If a listing should not be included in the CMA, the check can be removed and the listing will be suppressed.

If the comparable needs to be adjusted, selecting Details and Adjustments will expand the listing details box.

From there, adjustments can be made to the subject property. (Optional)

Clicking Customize Report completes step two.

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Step 3: Choose Pages to Include or Remove

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Pages can be added from the Additional Report Content section by selecting the Plus icon.

Pages can be removed from the My CMA Report section by selecting the Minus icon.

Once the pages are selected / rejected, Publish Report creates the CMA.

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Once the Cloud CMA is created, it appears in a list of CMAs.

Cloud CMA creates two versions – View (a *.pdf document) and Presentation (an electronic version designed for display on portable devices.)

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Speed Bar Throughout NTREIS Matrix, the Speed Bar populates the top of the screen.

The primary uses for the Speed Bar are: • MLS Number Search • Agent Search

• Office Search • Address Search

MLS Number Searches

Entering a MLS Number retrieves a specific listing. Multiple MLS numbers can be retrieved by entering the MLS numbers with commas between (i.e. 12111111,12111112,12111113).

Agent Searches

Entering ag or agent and an agent’s name retrieves any active agent. If the full name is not known, ag or agent and the agent’s last name can be entered.

Office Search

Entering office and an office’s name retrieve any active office.

Address Search

Entering address and an address will return any listings that match that address. (Only the street number and street name are required.)

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Refine Menu

The Refine menu removes unwanted listings from a set and shows if a Contact has been emailed a listing.

Discard removes the selected (checked) listings from the set.

Narrow removes the unselected (unchecked) listings from the set.

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After selecting a contact,

View as displays the date a listing has been emailed,

the feedback

and the notes.

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Carts

The carts feature allows agents to attach a listing to a contact’s record. The client cannot see the cart, but the agent can choose to email the listings in a contact’s cart to a contact.

To place listings in a cart, from a search Results screen, select the Carts menu at the bottom of the screen.

Selecting the down arrow next to Cart: My Cross Property (#) displays a list of contacts.

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Selecting + Add to will add the checked listings to the selected contact’s cart.

The listings in the cart can be viewed either from the My Carts widget from the Matrix Homescreen

or from the My Matrix / Contacts tabs.

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Hot Sheets

Hot Sheets are saved searches that can be easily run repeatedly.

(NOTE: Hot sheets is a widget on the Home page, so its location may differ from the graphic below.)

To set up Hot Sheet, select Customize.

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A new Hot Sheet can be Added and Named.

After the shell of the Hot Sheet is created, the search can be customized by selecting the specific Hot Sheet and Edit Criteria.

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The search criteria is entered and Saved.

Once the Hot Sheet is created, it can be accessed from the Matrix Home Page. Once the listing change timeframe is selected (New Only, This Session, etc.), the search can be selected to view the listings that match that criteria. Up to 10 Hot Sheets can be created.

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Market Watch The Market Watch displays trends for a specified area. (NOTE: Market Watch is a widget on the Home page, so its location may differ from the graphic below.)

To set up the Market Watch, selected Customize.

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The search criteria is entered and Saved.

The Market Watch can now be access from the Matrix Home Page. Once the listing change timeframe is selected (7 Day, 3 Day, etc.), graph displays the number of listings that match that criteria.

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Exports Listing data can be exported from Matrix into other programs (i.e. Excel). This is a two-step process – first the export template must be created, then the data can be exported from a search Results screen.

Creating the export template starts with My Matrix / Settings / Custom Exports.

The process is started by selecting Add Export.

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The export format will be Named, Export Fields selected and (optional) Column Names included before the template is Saved.

Once the export format is created, after a search is run, the selected listings can be exported.

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Stats

Stats can be accessed from the main Matrix toolbar by selecting the Stats tab.

First, the search must be created by entering criteria (in this example, the city of Dallas).

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Then, the format of results is chosen either by using the Presets or the Customize tab.

Once the format is established, Generate creates the graph that can either be printed or emailed.

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NTREIS Trends

NTREIS Trends can be used to generate and share real estate statistics. It can be accessed from the External Links widget on the Matrix homepage.

(NOTE: Since External Links is a widget, its location may differ from the graphic below.)

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NTREIS Trends allows the user to select a geographic region, specific property characteristics and select which chart to generate.

Selecting the down arrow next to Entire MLS brings up a list of ways to search (i.e. City, County).

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Property characteristics can be selected. • Price Range • Property Type • Bedrooms (number of)

• Construction Type • Square Footage • Year Built

Selecting Custom allows the ranges to be adjusted.

Selecting the curved arrow allows more than one range to be selected.

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The type of report can be selected.

The resulting graph can be printed

or shared via social media.

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Additional Resources

Matrix Help

Throughout the system, the question mark icon indicates available help screens.

MetroTex Online Support

Find a wealth of information at the MetroTex Matrix Support page.

www.MyMetroTex.com/mls-support

The site includes:

The NTREIS Matrix User Manual

o Download the latest version of the User Manual anytime.

Video Instruction

o Designed to be brief and informative for busy agents, these training videos include concise overviews of different parts of the system and MetroTex Matrix Minute clips for one-minute explanations of frequently used functions.

MLS Product Support

o Find information about all the products MetroTex supports including user manuals, tutorials and helpdesk contact information.

NTREIS After-Hours Support

Answerlink (Matrix) National Helpdesk: 888-440-3687 Monday - Friday | 7:00 AM - 12:00 AM Saturday - Sunday | 10:00 AM - 10:00 PM


advanced ntreis matrix user guide ©2015 metrotex association of realtors® revised: 07.17.15 gp...

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