Searching For Caravans/Open Houses, Cross Property & History

Searching For Caravans/Open Houses, Cross Property & History

SEARCHING FOR CARAVANS/OPEN HOUSES

To search for Caravans or Open houses, follow these steps:

1. Click on the Search Tab


2. Click on Caravan/Open House. The Caravan/Open House screen opens.

NOTE: If this is the first time you are searching for a Caravan or Open House, you need to click the More Button and select from there. Once you have run the search, it appears in the drop down list.


3. In the Open House Details section, select Yes if you want to view scheduled activities.

4. Select the type: Caravan: for agents only; Public: for potential homebuyers.

5. The Open House date field defaults to +7-0, which means within the next 7 days. You can keep the default for select another date range from the Calendar.


6. Continue entering your search criteria.

7. If you want to use the map to search, click the Map Search link. The Map opens with scheduled Caravans marked.


8. Use the Map Zoom features to narrow down to the area you want to view.


9. Click Results when done. The Open House grid opens.

10. Check the properties you are interested in viewing.

11. You can switch your view to the Full Report to see a picture and a brief description along with directions.


12. Click Directions on the button Bar at the bottom of the screen. The screen resets showing the properties and Turn-by-Turn Directions.


13. To rearrange the order of the properties, position cursor over the property you want to move and click the Up or Down arrow.

14. Click Directions to recalculate the Turn-by-Turn directions.

15. You may email or print.


ADDING A START OR STOP LOCATION

1. To add a Start location or a Stop location, click the Add Start or Add Stop links.


The Custom Stop dialog section opens.


2. Enter a name for your location and the address. Click Find Start. The stop appears on the Map.

3. Click Directions to place it in the Turn-by-Turn directions. The map resets with the custom Start/Stop.



USING THE CROSS PROPERTY SEARCH

The Cross Property search allows you to search across all property types at the same time. Use this option if you cannot find a specific listing or if you are not sure how the agent listed the property.

1. Click on the Search Tab.

2. Click on Cross Property.

3. Click on Quick.


The Cross Property Search screen opens:


4. In the Property Type section, hold down the CTRL key and click to select the property types you want.

5. Enter the rest of your search criteria as you would for any other type of search. OR use the Map Search.

6. When you are done click Results. The properties open with the Agent Single Line grid.



SEARCHING THE HISTORY

The history search is useful if you want to view the history for a particular FMLS listing or Tax ID.

1. Click on the Search Tab.

2. Click on the More... link to view the entire list of search types.

3. Scroll down to Archive and click the History Search link.  The History Search screen appears.


4. Click to select the Property type you want to search.

5. Click to select the change type.

6. Click the Calendar icon next to the change type field to change the date of when a change happened.

7. Enter the location section information. To search by Tax ID, enter the Tax Id in the Parcel Number field. (Include the dashes, i.e. 17-0470-0-063-0)

8. If searching for a specific FMLS #, enter that number on the FMLS # field.

9. Enter any property details.

10. Click Search. The results open showing the information.


Note: The example above shows a search by Tax ID.


    • Related Articles

    • Searching For Livestream Openhouses & Caravans

      Searching for Livestream Open Houses or Caravans is easy and fast. Matrix provides you with the information and an easy to use URL to register for the Open House. In Matrix, hover over Search at the top of the screen. Select Caravan/Open House. The ...
    • Viewing Property Details

      To access the details of a property, click the MLS # link on the grid for the property you want to view. The Default view is the Agent Full Report. At the top of the report are eight tabs for easy viewing of specific information. The default Listing ...
    • Searching for Listings

      Follow the steps below to perform a search for listings. This example will guide you through performing a basic Residential search; however, the steps for performing other searches are similar. The Matrix platform’s navigation menu bar allows you to ...
    • Adding an Open House or Caravan

      Open Houses and Caravans can now be added directly from Matrix. NEW! You can now add a virtual open house to your listings in Matrix! Adding them is easy. Just select "Virtual" from the Open House Type dropdown, and add your URL link at the bottom. ...
    • View Email History

      Matrix keeps track of all emails you send through the system for 90 days. You can view your email history two separate ways: Sent Email link or Contacts link both located under My Matrix. Sent Email 1. To view your email history, click on the My ...