Q: Why is there new Teams functionality in Matrix?
A: Every listing in the MLS must display the name of a licensed Real Estate agent as the list/co-list or sales/co-sales agent. A Team is not an individual person or an MLS ID, nor does it carry a Real Estate license. With our new Teams setup, we have found a way to display the name of the Team as well as the licensed Real Estate agent that is servicing the listing as the list/co-list and sales/co-sales agents while still giving the Team their due credit on transactions.
Additionally, new Market Reports (Ranking Report, Production & Inventory Report, etc.) have been added to the system to allow users to get more accurate Agent-Agent, Agent-Team, or Team-Team comparisons. Here is an example of a Ranking Report search (please note the Group field- that is where you choose the type of comparison the report will make):
Q: When entering a listing (or marking it UC-CTS/Under Contract/Closed), I used to be able to enter my Team ID as the list/co-list or sales/co-sales agent. Can I still do that now?
A: No. With the new Teams functionality, you can no longer enter a Team ID as a list/co-list or sales/co-sales agent. Going forward, you must enter the individual agent’s ID and as the list/co-list or sales/co-sales agent, as well as your Team#. This is vital because it is the piece that connects the agent to the Team, ensuring both get credit.
There is a separate field for you to enter the Team# (if they are a member of a Team). You have to do this manually- Matrix will not automatically add the Team#, even if you have entered an agent ID that is a member of a Team. When you save your work, both the agent and Team will appear on the listing, so everyone is getting their due credit.
This must also be done on the selling side of a transaction when marking a listing UC-CTS, Under Contract or Closed.
Click here for instructions on searching for a Team#.
Q: How are a Team’s listings modified?
A: As usual, listings can be modified by the individual list or co-list agent, as well as the office’s Broker, Manager or Admins.
Additionally, the Team Leader has access to modify any of the Team’s listings. This can be done from the My Listings widget on the Matrix Dashboard:
The Team Leader will also be able to access all of the Team’s listings through the Add/Edit menu.
Please note: listings can no longer be modified by switching to the Team ID. When you are logged in under the old Team ID you will not even see the Add/Edit menu.
Q: I am the Team Leader- how do I view my Team’s listings?
A: If you are the designated Team Leader, you may access your Team’s listings directly from the My Listings widget on the Matrix dashboard (as shown in the previous image).
The widget does not give you the full list of all of the My Listings options- use the See All link at the top of the widget to access all of the different categories.
Q: I am a Team member (but not the Team Leader). Can I see all the Team’s listings?
A: You can access any of the Team’s listings where you are either the list or co-list agent directly through the My Listings widget on your Matrix dashboard.
If you want to see all of the Team’s listings (even those where you are not the list or co-list agent), go to Search> Cross Property search, then scroll down to the bottom of the search screen and enter your Team# in the Team#(s) field:
This will give you all listings where your Team# is on either side of the transaction.
Be sure to enter a status (towards the top of the search screen) if you want to filter your search to just on or off market properties.
Q: What happens to the Team ID (now that we have a new Team#)?
A: Although you can no longer enter the Team ID as a list/co-list or sales/co-sales agent on a listing, your team ID is still available for Identity Sharing (you can still use the drop down in the upper right to toggle between your individual ID and Team ID). This allows you access to any Contacts, saved searches, auto emails, etc. that you may have set up under the Team ID. The Team ID essentially has all Matrix functionality except for Add/Edit privileges.
It is recommended that you transition any contacts, saved searches, auto emails, etc. from your Team ID into your individual MLS account. Eventually we will purge the old Team IDs from the system and we do not want you to lose any relevant data when that happens.
Click here for detailed instructions on setting up Identity Sharing within Matrix.
If you would like Team admins/assistants to be able to edit all Team listings, they must have their own individual user ID and be set up for Identity Sharing with all Team members.
Q: How do I switch to old my Team account in Matrix (Identity Sharing)?
A: After you have logged in using your agent ID you will see Working as (then your name) in the upper right-hand corner of Matrix. Click the drop down arrow to the right of that and select the Team ID:
Q: Can I still use identity sharing to modify my Team’s listings?
A: No. We have converted any listings that had a Team ID as the list/co-list agent to have an individual agent’s ID as the list/co-list agent. There are no longer any listings where the Team ID is the list or co-list agent, so the Team ID is not a user that can access any listings going forward.
Q: How can I change the Team Leader of my Team?
A: This is a change that can only be made by SmartMLS staff. In order to change the Team Leader, the Team Authorization form needs to be completed with the new Leader’s information, signed by the Broker and new Team Leader and emailed to firstname.lastname@example.org .
Q: How do I modify my Team’s roster?
A: 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.
Q: How do I modify my Team's name?
A: Only SmartMLS staff has the ability to change a Team's name. If you need to make a change to the name of your Team, please contact the SmartMLS office and speak to someone in the Membership group.
Q: How can a Team member access my listings in ShowingTime?
A: If you would like a Team member to be able to access your listing in ShowingTime (and get showing requests, notifications, etc.), you can add them as a co-list agent on the listing within ShowingTime (note: this is completely separate from a co-list agent on the listing in Matrix).
Click here for instructions.