RAHB Matrix Total Rooms

Oct 31, 2017 | DS, Matrix, MLS®, Stats & Technology | 3 comments

Ever wondered how RAHB Matrix determines which rooms are principal rooms and how they are counted in the Room Totals? Below is the formula explained:

The following Rooms that are above grade are counted, excluding NON-principal rooms (see below). This will determine the Total Rooms value.

• LLP (portion above/below grade)
• M (main)
• 2 (second floor)
• 3 (third floor), etc.

The following Rooms on the lower level will not be added to the Total count. They do not require size, regardless of room code.

• B (basement)
• LL (second basement/lower level)

The following Non-principal Rooms will not be added to the Total count. They do not require size, regardless level.

• Attic
• Bathroom
• Coldroom
• Ensuite
• Foyer
• Laundry room
• Loft
• Mud room
• Pantry
• Sauna
• Storage room
• Sunroom
• Utility room
• Wine cellar
• Workshop
• Other

Do you need help with RAHB Matrix?

Oct 31, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Do you find yourself with questions about Matrix, and you want to find the answer yourself?

Here are two ways you can find information:

1.Use the video tutorials, read the Q&As and .pdf tutorials and all RAHB Matrix updates at www.rahb.ca/matrix.

2. Use the Help tab at the top of your Matrix home page. When you click on Help, you will see links to Matrix training guides and tutorials, and to helps on specific topics such as using the Speed Bar, emailing, etc.:

 Where did they go?

Have you been searching within Matrix for the link to GeoWarehouse or Financial Calculators? Hover on the Tools tab at the top of your Matrix home page to find links to these sites:

• Member Account/Education Services
• CONNECT
• RAHB Neighbourhood Map
• CREA Dashboard
• Financial Calculators
• GeoWarehouse
• REALTOR Link®
• WEBForms®

How to add additional Adjustments Fields to your CMA

Oct 31, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Here’s how to add additional adjustments fields to your CMA:

1.Go to the Subject header in your CMA.

2  Scroll down to the bottom of the page to Custom Fields.

3. Click one of the upward arrows and a window called Edit Custom Fields will open.

4. Select Link to a Matrix Field, then use the search box or scroll bar to find the additional adjustment field you wish to add.

5. Select the field so it is highlighted in blue and click Ok.

Now when you go to your Adjustments tab the Additional Adjustments Field will be added. You may have to use the scroll area to view it and add the adjustment amount.

Broker Load – Salesperson Limited Input

Oct 30, 2017 | DS, Matrix, MLS®, Stats & Technology | 2 comments

RAHB recently upgraded the Input function in Matrix to allow members without Broker Load privileges the ability to modify their listings in the following ways:

• Upload photos
• Upload attachments
• Enter Open Houses
• Upload virtual tour URLs (NEW!)
• Map Pin (Manually map your listing) (NEW!)
• Amend Public and REALTOR® remarks (NEW!)

Virtual Tours

We understand many members are provided URLs from third-party companies and should have the ability to load their own virtual tours. Just remember that when you add your virtual tours, it is important to input the http:// or the https:// in front of your URL so that it is clickable.

Map Pin

In RAHB Matrix, whoever loads the listing MUST manually pin the location on the map. Many Brokerages only allow administrative staff to input listings, and may not pin the listing in the exact proper location. This gives the listing salesperson the ability to correctly map it, if it is mapped incorrectly for any reason.

Amend Remarks

RAHB also felt it was important to allow members the ability to amend their Remarks at any time; specifically if RAHB or your Brokerage was closed and you needed comments in your Remarks amended. For example: if your Sellers originally agreed to hold off on offers until a specific date and then changed their minds, you are required as per RAHB’s Rules Section 2 – 2.15 (a), (b), to immediately make the changes to the Remarks field.

New feature for preparing offers!

Oct 24, 2017 | DS, Matrix, MLS®, Stats & Technology | 1 comment

Preparing off instructions

When you want to prepare an offer on a listing, you can go to the listing, click the WEBForms™ button and add the listing as a new transaction kit. Choose the Agreement of Purchase and Sale, and the form will be pre-populated with some of the property information from the listing!

This will work for both RAHB listings and regional listings. However, there is an extra step to take for regional listings.

For regional listings

A new column has been added to the REALTOR® Single Line results grid: Board. This is the home board or association of the listing brokerage.

When you are doing an offer on a listing from the regional group:

1. Make note of the listing number and which real estate board the listing originated from.
2. Go to WEBForms®.
3. Click on the Change Board link at the top of the WEBForms® page. (See photo below)
4. Choose the board or association the listing is from.
5. Create a new transaction kit with the MLS® number.
6. Continue as you would normally.

How to print a single page REALTOR® Report in RAHB Matrix

Oct 24, 2017 | DS, Matrix, MLS®, Stats & Technology | 1 comment

Want to know how to print a single page report in RAHB Matrix? Follow the steps below. Please note, this solution currently only works with the Google Chrome internet browser. 

Single Page Report Instructions (Google Chrome)

1. In RAHB Matrix, open a listing in REALTOR® Full.
2. Choose Print at the bottom of the screen.
3. Choose which report you would like to print – the best reports for single-pages are the REALTOR® Full Listing or Client.
4. To ensure all of the information fits on one page, do not select Print REALTOR® header & footer.
5. Click the Print button at the bottom of this screen.
6. In the Print dialog box, click on   + More Settings.
7. In the Scale selection box, set to 75%.
8. Scroll down the page preview on the right to see check that all of the data fit on one page. If not, set the scale to a slightly lower percentage, such as 70%.
9. Under Options, deselect Headers and Footers and Background Graphics.
10. Click the Print button at the top of the page.

Please note that the information entered in fields such as REALTOR® Remarks and Client Remarks will ultimately determine the length of the page of each listing.

Cutover has begun!

Oct 16, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Final cutover to the RAHB Matrix system has begun! Here’s what you need to know:

As always, if you have any questions about Matrix or the final cutover, please get in touch with our MLS® Department at 905.667.4650 (8:30 a.m. to 4:30 p.m. Monday to Friday) or with me at 905.529.8101 x241.

Sincerely,

Eric Meek

RAHB Matrix Project Manager

905.529.8101 Ext. 241

ericm@rahb.ca

Issue with Google Street View, and how to remedy it

Oct 11, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Did you know that RAHB Matrix 7.0 comes with a map upgrade? Previously we used Bing maps, now we have Google maps.

When you click a map, you can have either a map view or a Google street view. Currently, Google street view in the Client Portal produces only a black screen.

CoreLogic has advised this issue should be fixed within the next three weeks.

Until that update is complete, there is a work around: simply place your mouse on the outside edge of the map window until you see the double arrow. Then click to resize the window either smaller or larger and the Google street view will then appear.

GeoWarehouse Auto-Fill – Broker Loading Made Easier

Oct 11, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Matrix includes a feature that will greatly simplify broker loading: Geowarehouse Auto-Fill. This will allow you to use land registry information supplied by GeoWarehouse (Teranet) to fill in some of the most often used fields required to complete a listing. This is available for all types of listings – commercial or residential – and is very easy to use.

1. Begin listing input in RAHB Matrix as you normally would. This may be a good time to review broker loading in RAHB Matrix:

2. From the Add A New Cross Property listing menu, choose Fill From GeoWarehouse.

3. Enter the address or PIN to conduct a GeoWarehouse search.

4. Choose the appropriate property from the results list.

Using this feature will populate the following fields for you:

• Street Number
• Street Name
• Street Type
• Street Direction (If Applicable)
• Hamilton
• Postal Code
• Legal Description
• Assessment
• Assessment Year
• Seller’s Name

If you broker load listings, be sure to give this new feature a try.  It is sure to be a time saver!

Where’s the X?

Oct 11, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

You may have noticed that in the regional Matrix, RAHB listings were prefixed with an “X”. In RAHB Matrix (just as it was in Fusion), there is no “X”.

The “X” was necessary to differentiate RAHB listings in the regional system.

RAHB will now go back to use only the letter “H” as a prefix on all its listing numbers.

Team Settings/Accessing another Member’s WEBForms™

Oct 11, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

Do you share your identity in Fusion or in the regional Matrix system? This feature is in place so that you may allow another user (either a member or assistant) to have access to your contacts, auto emails, Matrix profile, etc. without having to share your password, which is a violation of the Matrix Terms of Use and RAHB’s Rules and Regulations. Fusion referred to this functionality as Shared Identity.

Any shared identities created in Fusion or in regional Matrix will not be carried over to RAHB Matrix upon cutover. You will be required to recreate these if you wish to continue using them after cutover.

 The Matrix equivalent of Shared Identity is Team Settings. To set up your Team Settings in Matrix:

1. Hover over the My Matrix.
2. Click Settings.
3. Click Team Settings.
4. You can use this page to create and manage a formal team, and/ or simply enable other Matrix users to occasionally work as you.
5. Click Click here to create a team.
6. Enter the team member’s User ID.

Once you have entered the User ID, the team member’s information should display. Select one of the following:

• Have this member Impersonate me, or
• Have this member Work on Behalf of me.

Once you have made your selection, that user will then be able to have full access to your Matrix account. Your teammates can then work as you, using their Working As hyperlink, located in the top right corner of Matrix.

To remove a team member:

1. Hover over the My Matrix.
2. Click Settings.
3. Click Team Settings.
4. Put a check in the box beside that person’s name.
5. Click Delete.

If you wish to delete the entire team, click Disable this team feature.

What’s the difference between having someone impersonate you or work on your behalf?

1. Work as Another User (impersonation): When impersonating another user, any action taken in Matrix will appear as though it was taken by that user (eg. Reports and emails will display the impersonated user’s name, email address, header/footer and email signature).

If a salesperson you work with added you to his/her team in Matrix and set you up to impersonate him/her, you would be able to do the following:

Send emails with his/her name and email address, using his/her email banner and footer (if they had been chosen) and email signature.

Print reports – any reports printed while impersonating another salesperson will have the information of that salesperson in the “Courtesy of” information. In other words, the report will look as if it were printed by the salesperson you are impersonating.

Access another salesperson’s Matrix Contacts and Saved Searches (although you cannot change his/her team settings). When you send an email from Matrix while you are impersonating another salesperson, the name and email address in the “From” line will be highlighted in yellow. This is to call attention to the fact that you are sending that email as that salesperson, but to the client, the email will look as if it came from the salesperson you are impersonating.

2. Work on Behalf of Another User: When working on behalf of another user, any action taken in Matrix will show that it was taken by you on behalf of the other user. For example, emails sent from Matrix will be sent using your name, email address, header/footer and email signature, but will indicate that they are being sent “On Behalf of” the other user.

If a salesperson you work with added you to his/her team in Matrix and set you up to work on behalf of him or her, you would be able to do the following things:

Send emails from Matrix that would be sent from your name and email address on his/her behalf, and would use your email banner and footer (if you have chosen one) and email signature.

Print reports – any reports you print while working on behalf of another salesperson will indicate that they were printed by you on behalf of the other salesperson.

Access his/her Matrix Contacts and Saved Searches (although you cannot change his/her team settings).

Office Administrators

Office administrators (those employed directly by a brokerage) will have access to the REALTOR Link® (and by extension, WEBForms™) profile of any salesperson in their office. This eliminates the need to create alternate identities in REALTOR Link®, and so alternate.rahb.ca will be retired.

Office administrators can access REALTOR Link® for their members by following these steps:

1. Hover over the Search.
2. Click on the REALTORS® link in the drop down menu.
3. Enter the last name and first name of the member.
4. Click on the member’s Member ID.
5. Click on Login as Agent Realtorlink.
6. Click on the WEBFORMS link top right corner.

Personal Assistants

A personal assistant is employed directly by a REALTOR®, and should have access only to that person’s WEBForms™. To allow your personal assistant access to your WEBForms™ profile, all you need to do is set him/her up as a teammate using the steps described above. When your assistant is signed in as you, they will be able to access your WEBForms™ using the same method that you use (from Tools tab è WEBForms™).

Licensed Teammates

If you work with a partner, or wish to allow access to another user in your absence, you can follow the same steps for them as you would for a personal assistant. This may be necessary if you are leaving for vacation. If this is a temporary arrangement, you should remove this user from your team using the instructions outlined above.

RAHB Matrix Cutover Timeline

Oct 10, 2017 | DS, Matrix, MLS®, Stats & Technology | 0 comments

There’s only one week until we make the final cutover to RAHB’s Matrix MLS® System on Tuesday, October 17, 2017! Here are a few things you need to know as we get closer to cutover.

Sunday, October 15, 2017

Monday, October 16, 2017

Tuesday, October 17, 2017

OpenHouses.ca and SIM

As noted above, these programs will be removed from your dashboard once we cut over to Matrix.

You will no longer require the OpenHouses.ca link, as you will be able to enter your public open houses directly into Matrix. Here’s a video explaining how.

SIM will be retired with Fusion because some of the reports are obsolete, some are available in Market Reports in Matrix, and others are under your My Matrix tab in Matrix.

There are, however, several reports that will be re-programmed for Matrix. We are in the process of redeveloping Residential Sales by Area and the Residential Comparison Report, and will consider other reports as well. These reports will be available prior to the end of November.

If you are a regular user of SIM, here’s where you can find the various reports in Matrix:

Member and Office Activity

SIM included reports that would show your listings and sales activity for a given year. There are two reports in Market Reports > On Demand that will give you the same information:

Head Office Production Report

This report, available only to Brokers of Record, will show all activity for their Brokerage. The time frame can be specified, similar to the two reports mentioned above, and if there are multiple offices in the Brokerage, you can select which offices to display.

Your listings

Information about your previous listings history, along with your current inventory, can be found under My Matrix > My Listings.

Market Share

Market Share Reports for both individuals and brokerages are currently being explored.

As always, you can contact the RAHB MLS® Department with any questions. Our staff can be reached at 905.667.4650, 8:30 a.m. – 4:30 p.m. weekdays. You can also contact me at 905.529.8101 x241 with your questions.

Sincerely,

Eric Meek
RAHB Matrix Project Manager
905.529.8101 Ext. 241
ericm@rahb.ca