Our Upcoming Events
HomeLife Landmark agents benefit from our range of comprehensive educational events that cover everything from advice for new agents starting their careers, to tools seasoned agents need to expand their business. Browse and register for our upcoming events here.

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Matrix – Contacts and the Client Portal
January 3, 2023 @ 2:00 pm - 3:00 pm
Matrix – Contacts and the Client Portal
Speaker: TRREB
In this 1-hour session, you’ll learn how to work with Matrix’s Contacts database and the Client Portal. This session is intended for Members who are already familiar with Matrix. We’ll cover:
Contacts:
• Benefits of maintaining a contact list
• Active vs. inactive
• Importing your contacts
• Adding a contact
– Basic information
– Multiple email addresses
– Financial approval & reverse prospecting options
Using a saved Contact:
• When emailing
• When saving a search
• When setting up an auto email
Setting up Portal notifications
Setting up an Auto Email
• Concierge mode
• Email notifications
What the Client Portal is like (from a client’s perspective)
• How they can unsubscribe
• How they view and leave feedback
• How they create and save searches
How do you interact with clients?
• Dashboard widget
• Contact list
• Concierge mode
• Reset status if you want to limit their access to the Client Portal
What is a Reverse Prospect?

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