How to search for your transactions as an Agent in Matrix

How can I search for my transactions as the Listing Agent?

  1. Hover over the Search tab and choose the Cross Property search.
  2. Scroll down and identify if all fields for the search are included. Date Status Change and Agent Listing ID will need to be included. If not, then click the link labeled Add to add them to the Additional Fields.
  3. Once all fields have been added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change and then enter your Agent/REIN ID for Agent Listing ID.
  4. Click the Results tab to access the 1-Line Results grid of the sold listings.

How can I search for my transactions as the Listing Agent AND Selling Agent?

  1. Hover over the Search tab and choose the Cross Property search.
  2. Scroll down and identify if all fields for the search are included. Date Status Change, Agent Listing ID and Agent Selling ID will need to be included. If not, then click the link labeled Add to add them to the Additional Fields.
  3. Once all fields have been added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change, enter your Agent/REIN ID for Agent Listing ID and then enter your Agent/REIN ID for Agent Selling ID.
  4. Click the Results tab to access the 1-Line Results grid of the sold listings where you are the Listings Agent and the Selling Agent.

How can I search for my transactions as the Listing Agent OR Selling Agent?

  1. Hover over the Search tab and choose the Cross Property search.
  2. Scroll down and identify if all fields for the search are included. Date Status Change will need to be included. If it is not, then click the link labeled Add to add it to the Additional Fields.
  3. Once all fields are added, then verify Sold is only checked for the Status, select the specific Property Types needed, enter the date range for Date Status Change, enter your Agent/REIN ID for or choose the magnify glass to look up your Agent/REIN ID.
  4. Click the Results tab to access the 1-Line Results grid of the sold listings.

If you would like specific column headings included for the results, then click here to learn how to customize your Results grid.

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