Check out our amazing new way to save you time and money

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It’s new, it’s exciting, and it will change the way you do business. It might even save you money. Introducing our latest upgrade to your MLS package, TransactionDesk® by Instanet.

Imagine being able to start a transaction directly from the Matrix listing. Storing all of your documents in the cloud and having them automatically assigned to the corresponding transaction. Writing contracts and getting them signed on the fly. Keeping track of your calls, contacts and activities related to a transaction. All in one place. Without any extra fees.

Now included in your MLS dues, TransactionDesk is a complete transaction management system and it’s fully integrated with Matrix for a seamless user experience. For instance, if you fill out the Residential Data Input Form on TransactionDesk for a new listing, it will auto populate your incoming Matrix listing when you’re done. Any affiliated documents can be stored with TransactionDesk, too so they’re right where you need them, wherever you are.

TransactionDesk® includes

  •     InstanetForms® Replaces the need for ZIPForms. Complete online  forms and contracts on any device.
  • DocBox® All of your documents in one place. No more muddling between two different uploading platforms. Now you can upload any document and have the ability to edit them online. DocBox is a complete paperless online document management and storage solution. Enjoy unlimited storage forever. You’ll no longer need a separate cloud storage system like Dropbox or Google Docs, although they are compatible with TransactionDesk if you need them. Keep them private, for MLS users only, or mark them as public so potential buyers can see them. You’re in control.
  •  AuthentiSign® E-Signature Tool. Do you use DotLoop, Docusign, or Inked? There’s no need for another service now. With unlimited signatures and transactions, you can legally e-sign documents and forms online.
  • InstanetFax®. Unique fax cover sheets with each transaction ensure that incoming faxes from inspectors, appraisers, and anyone else gets correctly filed instantly. Then, take those documents and have them signed, make changes, or save pages to unique files all in the same system. Unlimited inbound and outbound including paper fax to email. 
  • Customer Portal. Online collaboration and service tools available to clients 24/7.
  • Calendar, Appointments, Contacts, Tasks, & More. Track your to-do list, keep records of your calls, store your contacts and calendar all in one place. Takes over a lot of the tasks of a typical CRM software package. Get automated reminders to complete tasks. Managers, you’ll be able to keep track of and review your team’s transactions from any location.
  • Start transactions directly from the listing. Simply click on the green Instanet logo under the listing photo and start a transaction instantly. Information from the listing will be automatically added to the transaction, so you don’t have to input it yourself.
  • Create your own transaction templates. Customize your templates for the transactions you use most, or use your broker’s templates. If you’re starting fresh, use the wizard to guide you through.

To access this great new benefit, simply log in to NTREIS and click on the Instanet button on the right hand side on the home page. Or, if you’re already in Matrix, click on the TransactionDesk link under External Links on the lower right hand side of your Matrix home page.

Go ahead, give it a try. It’s pretty user-friendly. And watch our e-news for updates on training classes and webinars to teach you all the tips and tricks of TransactionDesk. With its cross-platform flexibility and full integration with Matrix, you’ll be sure to save time and effort with every transaction.

We’re excited to bring you this great new benefit. For questions and technical support, contact the MetroTex MLS-Tech Support line at 214-540-2755.

Listen to your FOMO: Register today for Forecast 2017 and you won’t miss a thing!

You’re a REALTOR, and you know that our local economy is critical to the ebbs and flows of your business. Prepare yourself for changing market conditions in 2017 by attending our perennial favorite Forecast event. Forces Shaping Tomorrow’s Economy will consider the DFW economy from many angles.

Will there be housing for all? With the rise in median prices quickly outpacing income levels, the ability to obtain housing is becoming increasingly difficult for hard-working families. Did you know that in Dallas, the median household income is $50,118? That equates to a home purchase price of less than $200,000 for the average buyer, a prospect that is becoming increasingly difficult. Join us as we welcome Bill Hall, CEO Dallas Area Habitat for Humanity to discuss the housing needs in this area and what is being done to ensure safe, affordable housing for all.

What about the economy? The DFW area is experiencing tremendous growth in business and in population. What lies ahead and what factors will influence our future economy? Jonathan Smoke, Chief Economist realtor.com will be here to address the dynamics of the North Texas economy.

Who needs Houston? With the rapid expansion and development of Texas on the whole, it’s no surprise that the triangle formed by San Antonio, Houston and DFW is quickly becoming a vital part of the nation’s economy. Meet David Winans, author of Texaplex and listen to what he has to say about the vibrant, vital and interdependent Texaplex economy. (For a video previewing his book ,visit https://youtu.be/FC16-4fh-Qc).

What will the real estate market do? The always popular Dr. Jim Gaines, CEO Real Estate Center at Texas A&M will be discussing future real estate trends for Texas as a whole and North Texas in particular. Know the current market and what to expect in the coming years.

Friday, October 21, 2016 at the Marriott Las Colinas from 8:30 – 12:00. Includes continental breakfast and 3 hours CE credit. $35 for members and $45 for non-members. Register today at mymetrotex.com or call our Professional Development Dept. at 214-540-2751

Attention Realtors! You and your clients are a prime target for cybercrime.

Take steps today to protect yourself, your business and your clients from these silent and malicious thieves. And make sure to tell your clients how you protect their information and their transaction and give them tips to protect themselves as well. 

Use best business practices with your data at all times. In your office, make sure everyone follows formal policies for ensuring data security. Here are some tips to get you started:

  • Create unique logins and passwords for your online accounts. Use an algorithm or online password generators to help you create stronger passwords. Keep the passwords secure in an app or program and never save them to your computer. Change them regularly.
  • Never use free WiFi to conduct business.
  • Avoid using free email account services for business. Clean out your email account regularly. Store important emails on your hard drive.
  • Create an office-wide document retention policy. Store documents in a secure, locked location. If several people have keys to your office, make sure file cabinets and drawers are kept locked. ID theft can happen anywhere. Do not store documents longer than necessary, especially those with personal information. Destroy documents that are no longer needed.
  • Use an email encryption program whenever sending confidential information.
  • Never trust contact information in unverified emails. Do not click on links and do not reply to emails that look suspicious.
  • Educate your clients on how to properly send wire transfers. Have them call the intended recipient before wiring funds and have them verify wiring instructions. If wiring instructions are sent by email, have your client still call to verify as scammers are getting very good at sending fake instructions in order to misdirect funds. If a money wire has gone out with the wrong information, immediately contact the bank to try and stop the funds and immediately notify all affected parties.
  • If you do find that your data has been breached, contact any parties who might have been impacted, call the police, talk to an attorney and report the breach to the FBI Internet Crime Complaint Center:  http://www.ic3.gov/default.aspx.

Remember, cybercrime is no joke and it is here to stay. Do your best to protect yourself and your clients. For more information, visit the NAR page about realtor safety here and join us on October 20 for the popular REALTOR Safety Matters class to learn more about protecting both your physical and virtual safety. 

By 2019, cyber-crime will cost businesses an estimated $2 trillion annually. Don’t be a part of that statistic!

Wire fraud is a common occurrence in our industry here is an example of a notice you may wish to consider adding to your email signature line. This notice should not serve as a substitute for educating your clients and other participants in your real estate transactions about email wire fraud.

IMPORTANT NOTICE: Never trust wiring instructions sent via email. Cyber criminals are hacking email accounts and sending emails with fake wiring instructions. These emails are convincing and sophisticated. Always independently confirm wiring instructions in person or via a telephone call to a trusted and verified phone number. Never wire money without double-checking that the wiring instructions are correct.

Matrix New and Enhanced Features

Auto Email
Includes direct links to the customer full display on the customer portal. A single click will now take the customer to the full details of the property by clicking on any one of the following: the photo, the MLS # or the “More Details” link:

Currently, users get an email warning notification if a contact has not activated the initial welcome auto-email after 7 days. A new email warning notification will be sent to notify a user 7 days prior to when an auto email is about to expire. The time-out on an active auto email is being increased to 60 days.

A user will now also get an email notification warning them when an auto email has not found any matching listing within the past 30 days and gives them the option to renew it. The auto email will automatically expire if no matching listings have been found within the past 180 days.

If a contact already has opted in to one active auto email from an agent and are currently receiving updates, they will not have to click the link in subsequent Welcome emails in order to begin receiving updates:

Further, if a contact clicks on the link in the initial Welcome email, it will automatically enable all outstanding searches for that contact.

Data Checker Widget
A new Data Checker widget is being added to the home page indicating whether or not the user has any Current Violations. The link will only be visible if there is an outstanding violation; however, the user can access their Violation History and view their Notifications at any time. Office Brokers/Managers will be able to access the “My Office Violations” link to view that particular office’s violations.

Edit Contacts from the Send Email Screen
When sending emails to clients, users will have the option to modify the contact’s information director from the “Send Email” screen without having to exist the send mail process. When selecting a contact from the pick list, the user will see a new “Edit Contact” link. This is only visible when a single contact is highlighted and will be hidden if two or more rows are highlighted.
 

Widget Headers and Speed-Bar Background Color
The current default light-gray background will now be a light blue making it easier to see each widget and allowing the speed-bar to be more visible to the user.

Portal
When viewing a customer full display in the Client Portal, the “X” button in the top right corner is getting overlooked, so it’s being replaced by a more prominent “Back to Results” link in the left side of the top bar.

Map Legend
Displays all the map pins and descriptions currently in use and both Matrix and the Client Portal will be the same.

Share Listing
The “Share Listing” option for Facebook, Twitter, etc. has been improved; now the shared listing link will display the address, list price and property description. Also, the image that will be used is automatically set to the primary photo for that listing.

Map Search
When running search using either the Map search on the search form to find listings within a certain distance of a specific location OR the single radius search shape on the map, the results grid will now automatically display a sortable distance column showing the distance “as the crow flies” of each listing from the location entered or from the center point of the radius search.

In the CMA Wizard, if the subject property is mapped, the comparables step will include the distance of each comp from the property.

Statistics
When using the “Customize” tab, the “Group By” option previously allowed a bucket of 5-20; the user now has two additional options of 25 and 30.'

Issues Resolved

Images
Previously, the Rotation Image Tag was supposed in Win10 but not in Win7 so images taken on a mobile device could appear sideways or upside down when viewed in Win7 but correctly in Win10. A fix has been put into place that will detect the Rotation Tag and prompt the user to correct the rotation when uploading images to a listing.

Users are now able to re-order photos when the maximum number of images are added for a listing.

Search
The behavior of the “Not” search operator has changed so the results will now include listings if the lookup field is “null.”