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

Brantford, Simcoe and Niagara to move to Matrix May 10

RAHB has been notified that the Brantford Regional Real Estate Association (BRREA), Simcoe District Real Estate Board (SDREB) and Niagara Association of REALTORS® (NAR) are planning to go fully-live on Matrix on May 10th, and will stop using Fusion at that time.  Those organizations have decided to do this prior to RAHB fully cutting over.  RAHB will support those organizations during the cutover process so any impact to our and their members is minimal.

Just a reminder, as communicated in the March 15 edition of The Shift, all RAHB members should use Matrix for all searches since Matrix contains all listings within the regional area, and after May 10th will also include BRREA, SDREB and NAR listings. To access Matrix visit http://onregional.ca or click the link from your SSO dashboard. Just remember – even though you can access Matrix through your dashboard, you will still have to sign in with your Matrix user ID and password.  Your Matrix user ID is the same as your Fusion user ID with “HB” at the beginning.

RAHB will not cut-over to Matrix until sometime after the spring market, as stated at last month’s AGM. Until this time, please continue using Fusion to input and edit listings.  Please note that Fusion listings are automatically uploaded to Matrix every 15 minutes.

Dailies and TopSheets discontinued

Dailies and Topsheets were essentially hot sheets used to conveniently access listing data and sales information. RAHB staff manually prepared them on a daily basis.

Dailies and Topsheets were discontinued as of September 25, 2015. Did you know that you can create your own search within Matrix that will allow you to quickly compile that same information? (more…)

Regional MLS® Update

Here’s what’s happening with the new Regional MLS® System!

  • The preview period for RAHB, the other STARRS associations and the Oakville-Milton board has begun and members now have access to Matrix and can begin to familiarize themselves with the new system.
  • You can now access Matrix and take a look around for yourself.  Just go to http://matrix.onregional.ca to log in. When you sign in to Matrix, you will need to use your new username.  Your Matrix username will consist of our association’s initials of “HB” (for “Hamilton-Burlington”) plus your current user ID.  For example, if your user ID is SMITHJO, your username will be HBSMITHJO, and your password will be the password you use now to access Fusion.
  • Listing data isn’t complete in Matrix; we will let you know when regular updates occur.
  • Your contacts should now be available in Matrix.  Please take some time to look them over for completeness, and update where needed.
  • The parallel period for the Cambridge, Guelph and Kitchener Waterloo associations has been extended and the parallel period for the STARRS associations and the Oakville-Milton board will also be extended.
  • The MLS® Rules have been approved by the Ontario Regional Technology and Information Systems (ORTIS) board of directors; the Rules will be reviewed by the RAHB Board at their meeting on September 10.
  • RAHB has prepared a Transition to Matrix guide to help members prepare for Matrix. The guide includes step-by-step instructions on how to save your contacts and searches, set up your own identity, set up your team and much, much more.  View the guide on REALTOR Link® or at rahb.ca/Matrix/transitionguide.pdf.

 

Some tips for using Matrix while in preview mode:

  • Use the map search for best results.
  • Listing data isn’t being updated regularly yet in Matrix, so new listings or those with status changes
    may not be there or may be out of date.
  • Continue to use Fusion for all your business as it has the most accurate data; use Matrix to get
    accustomed to the new software.

 

RAHB has added the following Matrix training sessions for members:
Monday, September 14 – 2 p.m. – 4 p.m.

These will have similar content to the large CoreLogic sessions held August 25 and 26, but will be presented by RAHB staff at the RAHB office.   This is lecture style instruction.

RAHB is offering the following Matrix training sessions for office administrators and admin assistants:
Wednesday, September 16, 5 p.m. – 7 p.m.
Monday, October 5, 9 a.m. – 11 a.m.

All sessions will be held at the RAHB office.  For more info or to register, contact Camryn at camrynh@rahb.ca or 905.529.8101 x251.