Q&A: Common RAHB Matrix 7.0 Questions from Members

We are a week into the preview period for RAHB’s new Matrix MLS® System, and our MLS® department has been busy answering your questions over the phone. Here are the most commonly asked questions and their answers.

Q: How do I login to RAHB Matrix 7.0?

A:  You can access RAHB Matrix 7.0 through http://my.rahb.ca. This is the URL for the new single sign on (SSO) dashboard that contains links to RAHB Matrix 7.0, Fusion, the regional Matrix system (requires a separate login), RAHB’s membership resources and REALTOR® tools. Login to http://my.rahb.ca as you normally would for Fusion, and then use the RAHB Matrix button to access Matrix 7.0 – no further login is required!

 

Q: What information has been transferred to RAHB Matrix 7.0 from Fusion and regional Matrix? Will my CMAs and reports be transferred over?

A: Only your saved searches, contacts and personal head shots have been transferred to RAHB Matrix 7.0 from Fusion and regional Matrix.

Items such as your saved views, shortcuts, headers, footers, personal logos and anything you customized on your email templates will not be moved over. This means you now have the opportunity to use the wider range of marketing material options that Matrix 7.0 offers!

As for your CMAs – if you wish save any of your current CMAs in RAHB Matrix 7.0, download them from Fusion or the regional Matrix system, print them to a .pdf, then re-enter the information into RAHB Matrix 7.0. If you have a lot of CMAs you wish to save, this could take a bit of time, so please ensure that you schedule accordingly to ensure a smooth transition before cutover.

 

Q: How do I display only the listings I have selected?

A: Once you have selected the listings you want to display, click the Refine button at the bottom of the page, then click Narrow. Now only your selected listings will display. To get back to the original results, click the “Original Results” link at the top left corner of the page.

If you are selecting particular searches in a saved search, however, you have to keep in mind that when you select listings and then re-save the search, it actually alters the criteria for the search. You will have to make sure you don’t save the narrowed list as a saved search, or you will have narrowed the criteria for the search for your client to just those listings.

 

Q: Can I disable the “Client Search” functionality within the RAHB Matrix 7.0 client portal?

No, this feature is enabled for all client portals. The advantage for you is that your clients, who may also be looking at other websites to search listings, will see only your contact information displayed where other sites might provide your client with full contact details for every listing salesperson.

Watch your inbox for more Q&As as we countdown to the RAHB Matrix 7.0 cutover!

New Features in RAHB Matrix 7.0

RAHB Matrix has been launched with the most current product version – Matrix 7.0!  CoreLogic has added several new and exciting features to this MLS® system such as…

 

Updated Client Portal

Your clients will find the new Matrix 7.0 portal to be easier to navigate with an improved look and feel. The redesigned portal displays well on various mobile devices, giving your clients the freedom to access the site on a computer, tablet or smart phone.

The Client Portal provides you with private websites that let you personally brand the information delivered to each individual client. The portal serves as a powerful communication tool by allowing clients to categorize listings according to their level of interest, as well as logging conversation notes between you and your clients. Your clients can further customize their portal experience by creating and saving searches of their own.

RAHB Client Portal

 

New REALTOR® Headers and Footers

A new library of professionally designed header graphics is now available in RAHB Matrix 7.0! Go to the My Matrix tab then select the Settings drop-down option. Under My Information, select Header & Footer. Here you can view the new headers and footers and choose the one that best suits your brand and personality. You can also upload your own.

Notifications of Portal Activity

You can now be notified via email when a contact is active on their portal! Whether it be adding listing notes, or saving favourites, you can stay up-to-date on your client activity.

Updated REALTOR® Web Pages

The RAHB Matrix 7.0 REALTOR® Web Pages also have been updated to match the new client portal design.

Google Maps

The RAHB Matrix 7.0 now has up-to-date street maps and aerial views with the Google Maps mapping service.

 

Watch your inbox for more updates as we countdown to the RAHB Matrix 7.0 cutover! For an archive of past resources, visit rahb.ca/matrix.

Check Out RAHB’s New Matrix 7.0 System!

Have you checked out RAHB’s new Matrix 7.0 MLS® System yet?

Logging in to Matrix

Login to RAHB’s Matrix system through http://my.rahb.ca – your new single sign on (SSO) dashboard with links to RAHB’s Matrix, the regional Matrix system, Fusion (for now), RAHB’s membership resources and REALTOR® tools.  Login as you normally would for your current SSO or Fusion, then use the RAHB Matrix button to go to Matrix – no further login is required.

First things first

The first thing to notice about the new RAHB Matrix 7.0 is that the home page is quite different from the home page in Fusion, and even a little different from your home page in the regional Matrix system. RAHB beta testers gave us valuable input about how best to organize the home page for RAHB users.

The best way to become familiar with your RAHB Matrix home page is to thoroughly explore all of the main menu tabs and widgets.

Here’s a short list of where to find the things you might use most:

  • Links to RAHB Education/Account Services, GeoWarehouse, WEBForms®, CONNECT, REALTOR Link® and the CREA DDF dashboard are found under the drop-down menu in the Tools tab.
  • Links to OREA Standard Forms and Clauses and Education, ca, OREA, REALTOR.ca, and RECO are found under the Links tab as well as the External Links homepage widget.
  • Also in the Links tab/External Links widget are links to Tax and Zoning Information, CREA sites, OREA sites, RAHB’s public website, blog and MLS® Rules and Regulations and more – be sure to check them out.

Enjoy your journey through your new Matrix home page!

Contacts and saved searches

One of the first things you will want to do after you’ve become at least a little familiar with your Matrix  7.0 homepage, is check your contacts and saved searches. These have been moved from Fusion and the regional Matrix system to the RAHB Matrix system.

If you have been using only Fusion for your searches and maintaining your contact list, it is especially important that you make sure all the information in your saved searches and contacts is correct because some of the fields in Fusion do not line up with fields in Matrix.  If information is missing or incorrect, you will want to edit the information and save it. It is important that you turn ON your saved searches in Matrix and turn OFF your saved searches in Fusion. (When RAHB members first accessed the regional system, all saved searches were moved over to the regional system. If you haven’t turned on those searches and have continued to use your Fusion saved searches, then those searches in the regional system will still be there, and will be moved over.)

Find out more about how to find and update your contacts and saved searches in this How-To Guide.

Want to know more about Matrix?

When you are in Matrix, click on the Help tab near the top right-hand corner, then click on Matrix Training Guides, and Matrix 7.0 Quick Start Guide.

We will continue to add to and update the content available to you on the Help tab.

For a complete playlist of RAHB recorded webinars and tutorials on different aspects of working in Matrix, go to http://bit.ly/RAHBtutorials .  (Some of the videos are shown as Matrix 6.5, but will still be helpful.)

Need more help?

As always, our MLS® staff are here to help you navigate your way through RAHB’s MLS® system – just call 905.667.4650 or email mls@rahb.ca.

Musings from RAHB CEO George O’Neill

(This message was originally sent to all members on July 5, 2017, but bears repeating)

Data-Sharing Agreement

I am following up on the message I sent to you on June 26, 2017 about the status of the data sharing contract between RAHB and the regional boards and associations that are members of ORTIS.

Based on the last version of the contract ORTIS proposed to RAHB, [on July 4] RAHB forwarded to ORTIS updates we believe are fair and equitable for not only RAHB members but also for REALTORS® from the regional boards and associations. The terms and conditions are back in alignment with those already agreed to in the Memorandum of Understanding signed between RAHB and ORTIS in January 2017.

We understand ORTIS has a board of directors meeting on July 6, 2017, at which time they are expected to review this contract. We are optimistic they will agree with the updates so we can proceed to instruct CoreLogic to develop the data share program.

RAHB continues to plan the cutover from Fusion to our own Matrix platform on August 15, 2017. Following are more details about that transition, and what you can do to be ready.

Matrix is coming!

I’m excited to announce that you will have your first look at RAHB’s new Matrix system on Wednesday, July 12, 2017!

Starting on July 12, you will be able to access the RAHB Matrix system using the RAHB Matrix button which will be added to your single sign on (SSO) dashboard (use the URL http://my.rahb.ca and login as you would normally login to Fusion or your current SSO dashboard– no additional login is required)! Remember to mark the new SSO URL as a favourite – it will be your gateway to Matrix, RAHB news and membership services, and other REALTOR® tools.

Once you’re inside the RAHB Matrix system, you will be able to search the RAHB MLS® database for all RAHB MLS® listings and check the accuracy of your client searches and contacts records (which will be migrated from Fusion and/or the regional Matrix system).

What about the regional Matrix system?

At this time, we are still negotiating a final contract for sharing data with the regional MLS® boards and associations via ORTIS. Until our final cutover on August 15, RAHB will continue to upload listings from Fusion to the regional system, so you can continue to access the regional system for your regional searches. We will communicate the status of the data share as soon as it becomes finalized.

What about broker loading listings?

Until cutover, you will continue to load your listings into Fusion – there is a Fusion button on your SSO dashboard to take you directly to Fusion.

More information?

Over the next few weeks until cutover, we will be sending you information about the new Matrix system, helpful how-to videos and tutorials, the new data input forms, how to customize Matrix for yourself and your clients, and more. Be sure to watch your inbox!

One final word

On August 15, 2017, when we make the final cutover to our own Matrix system, Fusion will be retired and you will do everything – enter and maintain listings, searches and statistics – in the RAHB Matrix system. Please use the preview period to become familiar with what our Matrix system offers you. It is the most up-to-date version and has enhancements not found in the regional system.

Need help?

As always, if you have any questions about how to use Matrix, please contact our MLS® help desk at 905.667.4650.

Regards,

George O’Neill
RAHB CEO