An easy way to organize Matrix is by using contacts. If you create a contact for each client, you can associate all of that client's Auto Emails, CMAs, Saved Searches, and other information with the contact. To get a quick view of everything you've done with that client, just go to My Matrix, Contacts, and select the client's name. Remember, you can enter up to five email address for earch contact. This is especially helpful if you have clients who are purchasing a home jointly.
Busy? Can’t find more than 10 minutes to sit at your desk? Make sure to take advantage of REcolorado’s mobile app: Homesnap Pro powered by REcolorado. It’s a powerful tool that provides an unprecedented amount of real-time information to agents on the go. It is offered to REcolorado members at no extra cost and personal branding, by adding your agent photo, is absolutely free.
When entering HOA information in Listing Input, it is required to enter Yes or No for the question Are there HOAs or Management Companies