matrix & touchbase information package
DESCRIPTION
June 1st 2012TRANSCRIPT
Central Alberta REALTORS® Association Presents
Matrix™ and TouchBase Information Package
Issued: June 1st, 2012
2
INCLUDED IN THIS PACKAGE...
Central Alberta REALTORS® Association
TABLE OF CONTENTS
Matrix™ & TouchBase Deployment Schedule….……………………………………………… PAGE 3
Matrix™ Training Video, Documentation & Testimonials………………………………… PAGE 4
How To: Save PCS Contact Information……………………………………………………..…… PAGE 4
Matrix™ Training Information………………………………………………………………………….. PAGE 5
Red Deer College Floor Plan Showing Training Workshop Locations……………… PAGE 6
Red Deer College Parking Diagram…………………………………………………………………. PAGE 7
TouchBase Real Estate—What is TouchBase Real Estate?……………………………… PAGE 8
TouchBase Information Continued………………………………….………………………………. PAGE 9
TouchBase Training Information………………………………..……………………………………. PAGE 10
Frequently Asked Questions: Matrix™………………………………..…………………………… PAGE 11
Frequently Asked Questions: Interface & InterfacExpress……….…………….…..…. PAGE 12
Matrix™ & TouchBase Registration Form………………………………………………………… PAGE 13
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MATRIX™ & TOUCHBASE
DEPLOYMENT SCHEDULE
Central Alberta REALTORS® Association
MAY 17: Beta Testers appointed. Will test Matrix™ for errors and “bugs”
JUNE 17-30: Beta Testing takes place
JUNE 27, 28, 29: Matrix™Training Workshops (Pre-launch) (see page 5 )
TouchBase Training Workshops (Pre-launch) (see page 8)
JULY 9, 10, 11: Matrix™ Training Workshops (Pre-launch) (see page 5)
TouchBase Training Workshops (Pre-launch) (see page 8)
JULY 16: Last day to enter data via Broker Load onto InterfacExpress
JULY 17: On this day only, members will not be able to Broker Load data at all.
However, they will still have access to Interface and InterfacExpress
JULY 17: CoreLogic will use this day to finalize uploads of MLS® data from Interface
to Matrix™ and will make final preparations for the launch of Matrix™
JULY 18: Matrix™ goes LIVE!
Full access to Matrix™
Data entry via Broker Load onto Matrix™ begins
July 23, 24, 25: Matrix™ Training Workshops (Post-launch) (Location to be confirmed)
JULY 23, 24, 25: TouchBase Training Workshops (Post-launch) (Location to be confirmed)
Post-launch training days are intended to target the Members who are unable to attend the Pre-
launch Training workshops
July 31: Last day to access Interface or InterfacExpress, unless a Member has pre- registered as a subscriber to Interface through Realty Server (registration
information to follow at a later date)
AFTER JULY 31: Matrix™ and TouchBase training workshops will continue for the remainder
of the year. Time and location will be confirmed
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MATRIX™
TRAINING VIDEO, DOCUMENTATION, & TESTIMONIALS
Central Alberta REALTORS® Association
1. TRAINING VIDEO:
Dave Marsh from CoreLogic has prepared a training VIDEO to give you an idea of how
Matrix™ looks and operates. Click here to view the Matrix™ 6.0 Overview video.
2. MLS® Features and Agent Features of Matrix™ are shown on this link: Click here to
view
3. Testimonials for Matrix™: Click here to view
4. MATRIX™ QUICK REFERENCE GUIDE:
At press time this document was not yet available, but it is our intention to circulate this
document prior to the training.
The guide is an easy-to-follow, step-by-step style and is complete with screen shots and
tips to simplify the completion of the main Matrix™ functions. It is intended to cover most
HOW TO: SAVE PCS CONTACT INFORMATION
Unfortunately, your Private Client Services contacts will not automatically transition from InterfacExpress to Matrix™, as this is one of the areas where the data cannot be transferred
from one system to the other. However, on the Private Client Services (PCS) page of InterfacExpress you can save a report of your clients, which will include all client contact
information.
Complete the steps below to obtain your PCS Client Report:
STEP 1: Click on the CLIENT tab
STEP 2: Select all
STEP 3: In the drop down window select CREATE CLIENT REPORT
PLEASE NOTE: It is highly recommended that Members complete the steps above BEFORE
Matrix™ goes live, to ensure all Client Contact information is not lost.
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MATRIX
TRAINING WORKSHOPS
Central Alberta REALTORS® Association
WHEN: June 27, 28, 29 (Pre-Launch)
July 9, 10, 11 (Pre-Launch)
July 23, 24, 25 (Post-Launch) (Location to be confirmed)
TIME: Morning Workshops will run from 9:30-12:30
Afternoon Workshop will run from 1:30-4:30
WHERE: Pre-launch workshops will take place at Red Deer College
June 27, 28, 29: Room 2500
July 9, 10, 11: Room 2601
WHO: Dave Marsh from CoreLogic will be the instructor
WHY: This is an instructional workshop, not a hands-on workshop. Therefore, there is no need
to bring your computer.
This 3-hour workshop will cover Broker Load Training and Matrix™ Training. Members
will be see all the amazing features & programs that are included in Matrix™.
COST: Complimentary! Coffee and muffins will be provided upon arrival, both morning and
afternoon.
PLEASE NOTE: Any Member, Administrative Staff and Unlicensed Assistant who attends a full ½ day (3-hour) MATRIX® Training workshop will receive full credit for completing the
MATRIX® Broker Load Course, which will entitle them to Broker Load privileges when this
function becomes available for the Matrix™ MLS® system.
Red Deer College, College Boulevard, Red Deer
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MATRIX™
TRAINING—WHERE DO I GO?
RED DEER COLLEGE
Central Alberta REALTORS® Association
All Matrix Training will take place at Red Deer College (RDC). The June workshops will be held
in Room 2500. The July workshops will be held in Room 2601. RDC security and CARA Staff
will be on location to assist and direct you to the correct classroom.
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During Matrix™ training, please park only in the lots that have been highlighted;
P Lot East & P Lot West.
PLEASE NOTE: These are Pay and Display parking lots, be sure to bring change.
COST: $2.00/hr up to $8.00/day
Central Alberta REALTORS® Association
MATRIX™
TRAINING—WHERE DO I PARK?
RED DEER COLLEGE PARKING
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WWW.TOUCHBASEREALESTATE.COM
Some of you are presently using “In-Touch”, a member to member communication tool. This tool
makes it convenient and faster to set up appointments for showing properties listed by other
Members.
The Matrix™ MLS® system does not come with a communication tool, however the Board of Directors
are considering entering into a separate agreement with TOUCHBASE, a company which provides this
communication tool to Real Estate Associations as an “add-on” to their MLS® system. Because this is
a “stand-alone” software, there is a cost to the Association. $3.65 per member, per month. The
Directors would like to receive feedback from all the members before they proceed further with this
communication tool.
WHAT IS TOUCHBASE REAL ESTATE?
Touchbase is a communication tool developed specifically for the Real Estate Industry. Touchbase
directly links with MLS® systems. Once on MATRIX®, Members can go directly on to Touchbase or
ask for appointments or information.
Currently being used by 43 boards across Canada, reaches over 82,000 Realtors, and manages 1,8
million messages every month. Completely web-based system. No software to install, no maintenance
BENEFITS FOR BROKERAGES BENEFITS FOR REALTORS®
Freedom from expensive hardware or dedicated
phone lines
Vendors can confirm showings directly by sms or
Free upgrades to the system throughout the year Make requests while on the road with Touchbase
mobile
Dramatic reduction in time spent on the phone Feedback requests and reminders automated
Web-Based and accessible from any location Real-time tracking of the showing process
Modern communications with both agents and
clients, keeping pace with the changing world of
technology
Showing requests sent directly from the MLS
Reports automatically generated and delivered
for you and your busy agents
Every message, every showing recorded in person-
al reports
The administrative interface is FREE Set up vacation replacements in seconds
Free Interface, and training, for your after-
hours call-centre
Fast and easy group messaging to your members
Easy linking of all branch offices together on the
system
Central Alberta REALTORS® Association
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REALTOR® TOUCHBASE INTERFACE
From your phone, replying is
breeze! Touchbase works
with any type of phone.
“Getting messages out to our salespeople in a timely
and accurate fashion is probably the most important
service we provide to our sales people.”
“I'm often amazed that within 10 seconds of sending a
page out to someone, they are returning my call. The
other great benefit with Touchbase is that our after-
hours answering service uses the same system
resulting in consistency.”
-TOUCHBASE
Central Alberta REALTORS® Association
Click here to meet Karen Salmon, and
read her blog that explains why she
prefers Touchbase over a paging service.
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TOUCHBASE
TRAINING WORKSHOPS
Central Alberta REALTORS® Association Presents
WHEN: June 27, 28, 29 (Pre-Launch) July 9, 10, 11 (Pre-Launch)
July 23, 24, 25 (Post-Launch) (Location to be confirmed)
TIME: Morning Workshops will run from 9:30-12:30
Afternoon Workshop will run from 1:30-4:30
WHERE: Sheraton Hotel, Red Deer
Marseille Room
WHO: June 27 Karen Salmon, REALTOR® from Calgary, will be the instructor
June 28, 29, and July 9, 10, 11 Ken Devoe, REALTOR® with Century 21 Advantage, will
be the instructor
WHY: Some Members are presently using “In-Touch”, a member to member communication tool included with InterfacExpress. This tool makes it convenient and faster to set
up appointments for showing properties listed by other Members.
The Matrix™ MLS® system does not come with a communication tool, however the Board of Directors are considering entering into a separate agreement with
TOUCHBASE REAL ESTATE, a company which provides this communication tool to Real Estate Associations as an “add-on” to the MLS® system. Because this is “stand- alone” software, there is a cost to the Association. $3.65 per member, per month is the
fee charge by TouchBase. The Directors would like to receive feedback from all the members before they move forward and make this a permanent communication tool on
MATRIX® . See page 9 & 10 for more information.
COST: Complimentary! Coffee and muffins will be provided upon arrival, both morning and
afternoon.
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FREQUENTLY ASKED QUESTIONS
1. Q: Where do I go to log into Matrix™?
A: CARA will provide you with a URL for the Matrix™ homepage.
2. Q: Do I get a brand new user ID and password for Matrix™?
A: No. You will continue to use the login ID and password you’ve always used for
Interface.
3. Q: Do I still have to use Internet Explorer to access the MLS®?
A: No, Matrix™ is compatible with all the major web browsers: Internet Explorer, Google
Chrome, Safari, Mozilla Firefox, and Opera.
4. Q: Can I access Matrix™ from my tablet?
A: Matrix™ is currently compatible with the iPad and Android tablets.
5. Q: Do I need to configure my computer prior to using Matrix™ for the first time?
A: There is no configuration necessary to make your computer work with Matrix™.
6. Q: Can I access Matrix™ from my Mac?
A: Matrix™ is compatible with my Mac operating system and Safari browser. You can
access it from an iMac, Macbook, iPad, or iPhone.
7. Q: Can I access Matrix™ from my smartphone?
A: There are two ways to access Matrix™ from a smartphone (iPhone, Blackberry,
Android, etc.). You can go to the Matrix™ login page and access it as you normally would
from a pc, or you can go to the Matrix™ Mobile website.
8. Q: Who do I call if I need assistance with Matrix™?
A: Please call the CARA office if you need any assistance with logging in or using Matrix™.
9. Q: What is the cost?
A: The Matrix™ software is priced per Member, per Month. The price per month is $22.50.
10. Q: Can I export my contact list in Private Client Services from InterfacExpress
and import it into Matrix™?
A: No, this is one of the areas where the data cannot be transferred from one system to
the other. You can however save a report of your clients from InterfacExpress. See page 4
for instructions.
Central Alberta REALTORS® Association
MATRIX™
If you have any questions that were not answered here, please email them to the Association.
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FREQUENTLY ASKED QUESTIONS
1. Q: Will I be able to access both Interface and InterfacExpress?
A: Yes, both systems will still be available for use. Any member who pre-registers before
July 18th with Realty Server will be able to continue using Interface.
2. Q: How do I register for Interface and/or InterfacExpress?
A: Information on how to register will be posted by Realty Server at a later date.
3. Q: Will I be able to Broker Load my listings on InterfacExpress?
A: No, Matrix will be the only system where the data is Broker Loaded
4. Q: Will I have to pay for Interface or InterfacExpress?
A: Yes, Members will pay separately for their subscription to access Interface and
InterfacExpress. This monthly subscription fee will be in addition to the fee paid for the
Matrix MLS® system.
5. Q: What will the Interface subscription fee cost?
A: This cost has not yet been determined by Realty Server, but will be posted in the next
few weeks.
6. Q: How will I be invoiced for my subscription to Interface?
A: Members who have subscribed to Interface will receive an individual invoice from the
Association. Brokers will not be responsible for collecting the subscription fee on behalf of
the member.
7. Q: If I do not want to have access to Interface and InterfacExpress, how do I
cancel my subscription?
A: Members will contact Realty Server directly (not the Association), to cancel
subscriptions.
8. Q: What if I cancel my subscription before the end of the month? Do I have to
pay for the full month?
A: Yes, subscription charges are invoiced one month in advance and no refunds will be
given.
Central Alberta REALTORS® Association
INTERFACE & INTERFACEXPRESS
If you have any questions that were not answered here, please email them to the Association.
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MATRIX™ & TOUCHBASE TRAINING
REGISTRATION FORM
Training
Workshops
TIME June 27
Pre-Launch
June 28
Pre-Launch
June 29
Pre-Launch
July 9
Pre-Launch
July 10
Pre-Launch
July 11
Pre-Launch
MATRIX™ 9:30-12:30
TOUCHBASE 9:30-12:30
MATRIX™ 1:30-4:30
TOUCHBASE 1:30-4:30
Central Alberta REALTORS® Association Presents
NAME:_____________________________ BROKERAGE:____________________________
I AM: □A MEMBER □ADMINISTRATIVE STAFF □UNLISCENSED ASSISTANT
CONTACT NUMBER: _____________________ EMAIL:______________________________
We are expecting to train 400 - 500 people during the 6 Pre-Launch Training
workshops (Matrix and TouchBase) with a maximum of 75 people per workshop.
Members may want to co-ordinate the Matrix™ AND TOUCHBASE workshops, so they
can take one training workshop in the morning and the other in the afternoon on the same day. However, they may choose to attend workshops on separate days.
PLEASE NOTE: REGISTRATIONS WILL BE ACCEPTED ON A FIRST-COME, FIRST-SERVE BASIS.
PLEASE RETURN REGISTRATION VIA FAX OR EMAIL, PHONE REGISTRATIONS WILL NOT BE ACCEPTED.
Visit the home page of www.realtorlink.ca to find a printable PDF of this registration form.
PLEASE CHECK OFF ONE MATRIX AND ONE TOUCHBASE WORKSHOP :
Lauren McMurray
Phone: 403-343-0881 Ext. 206
Fax: 403-347-9080
E-mail: [email protected]