HAR | Showing Carts | Houston | Realtor | Matrix | Keller Williams | KW Tech

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Summary

This video tutorial guides Keller Williams agents on how to effectively use the 'Carts' feature within Matrix MLS to organize and optimize property showings. It covers creating new carts, adding listings, reordering showing routes for efficiency, and printing detailed client reports.

Highlights

Accessing Matrix MLS and Initiating a Search
00:00:00

The video begins by demonstrating how to log into HAR, access the members-only portal, and click the 'Enter Matrix MLS' button. Once inside Matrix, the user should click 'Search' and then 'Single Family' to start a property search for creating a showing cart. This is useful for organizing showings or sending listings to buyers.

Creating a New Cart and Adding Listings
00:00:47

To create a cart, first, search for properties (e.g., in Cinco Ranch). Select desired active listings, then click 'Carts' and 'New Cart'. Name the cart (e.g., 'Showings for Brewers'), set the date, and create a new contact. The selected listings will automatically be added to this new cart.

Adding More Listings to an Existing Cart
00:01:44

To add more listings, go back to your criteria, change the neighborhood (e.g., to Firethorn), and select additional properties. Click 'Carts' at the bottom, select the specific cart you created, and click 'Add to' to include these new listings. The video demonstrates how to view the updated cart with all added properties.

Optimizing Showing Routes and Reordering Listings
00:02:23

The 'Carts' feature allows users to rearrange the order of listings to optimize the showing route. By clicking on 'Go find the optimized route', the system suggests an efficient path. Users can manually reorder listings by dragging and dropping them to create a preferred route for showings.

Printing Client Full Photo Reports
00:03:38

After optimizing the route, users can print out showing information for clients. Click the 'Print Email' button, select 'Client Full Photo' to include property photos, and then 'Preview'. This generates a multi-page document with all showing details, including property photos, effectively organized for client use, and easily printable or savable as a PDF.

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