Matrix Teams info sheet

 

Team Management

  • If you had a Team set up in Matrix prior to September 2020, SmartMLS created a new Team# for it.
    • All team members have been added to the new Team#.
    • All Active listing inventory will be converted to the new Team#.
    • All Closed inventory going back to August 1, 2017 has been moved over to the new Team#.
    • The Team# naming convention, which is generated automatically and not customizable, is TM100xxx (the last three digits, xxx , will be a sequential number).

  • All management of the team (adding/deleting team members, etc.) is done solely by SmartMLS staff. If you need to make any changes to your Team, please have the Team Leader contact our Membership department.
    • Office Admins cannot be team Leaders.
    • Teams have to have at least two members (including the Leader).
    • All members must be within the same firm.
    • Each member of the Team must be a registered member with the state.
    • Only SmartMLS staff can modify the Team's Name. If you need to change you Team Name, please have the Team Leader contact the SmartMLS office.


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  • If you do not currently have a Team in Matrix and would like one created:
    • Complete the Team Authorization Form and send it to membership@smartmls.com. In addition to the Team Leader, the office's Broker must sign the Team paperwork.
    • Click here to download a copy of the Team Authorization Form.
    • The fee for having a Team is the same as the MLS Subscriber fee.
    • SmartMLS staff will create the Team and assign a Team# and a Team Leader (per the paperwork).
    • If you choose to establish a team, you must maintain your personal MLS ID in addition to the Team ID. 

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Team information on listing displays

  • When viewing a listing in the Single Line display, the Team name will show in the List Agent field:

mceclip0.png

  • However, if you click on the List Agent link, the individual list agent's information will appear:

mceclip1.png

  • When viewing a listing in the Agent Full/Flyer/1-Page displays, the List Team, List Agent (and Co-List Agent, if there is one) and List Office will appear at the bottom of the display:

mceclip2.png

 

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Listing Management with Teams

  • When you are adding/editing a listing, there are now fields on the Contract tab of the listing input form that accommodate Team information:

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  • When marking a listing Under Contract- Continue to Show, Under Contract or Closed, there are fields that allow you to find and enter a Selling and Co-Selling Team. Here is an example from the Change to Under Contract form:

2022-02-22_8-57-56.jpg

 

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Searching for Teams/Team Members

  • There is a separate roster search you can perform in Matrix dedicated just for finding Teams and/or members of specific teams.
    • To search for Teams (or team members), go to the Search menu and click on More at the bottom.
    • Scroll to the bottom of the searches and you will find Teams and Team Members:

teams_search.jpg

 

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Teams in Market Reports

  • The Ranking Report (available through the Market Reports menu) has been adjusted to include the new Teams format.
  • You may run searches comparing agents to agents, teams to teams, offices to offices and firms to firms.
  • You may not run searches comparing agents to teams, teams to offices, etc. It must be an apples to apples comparison.
  • Use the Group field to select what type of comparison you would like to do:

2022-02-22_9-10-23.jpg

 

  • There are separate Inventory and Production searches each for Agents, Teams and Offices:

2022-02-22_9-23-26.jpg

  • Much like the Ranking Report, there is no way to run an Inventory and Production report that combines or compares different groups (agents, teams, offices or firms). These reports can only manage one group at a time.

 

 

 

Related articles :

How are listings handled under Matrix Teams?

Matrix Teams search and reports

 

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