Refresh and Relearn Your Matrix Client Portal

Have you recently refreshed your Matrix branding? If not, now might be a good time to make sure your information and photo are up to date. And while you’re at it, taking a couple of minutes to brush up on the perks of the Matrix Client Portal, which can help you continue to give your clients the best possible service.

Matrix Branding

You can add or change the contact information you want on your printed displays and reports by hovering over My Matrix and selecting My Information. From there, you can choose the header and footer image that best represents your style, customize your CMA cover sheet, and adjust your email signature. You can also change the info that displays on your Client Portal Profile, but we’re giving that its own section below.

Matrix Client Portal Branding

We’re more than your MLS, we’re your business partner, and we love helping you put your best foot forward when interacting with clients. We’ve put together these two videos on how to customize your Matrix Client Portal, so it looks exactly the way you want it to. Be sure to click on the See Related Resources links to view additional how-to documents that’ll outline some other cool customizations.

Matrix Client Portal Perks

The Client Portal is clean and easy-to-navigate, as well as mobile friendly so your clients can use it on the go. Clients can easily communicate with you through the Portal, and you can set up the system to notify you when they mark properties as favorites, possibilities, or discards. You’ll want to skim through this entire list of perks, so you’re ready to give your clients a brief overview of all the handy features that can help them find the perfect home.