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CRMLS MATRIX: Matrix Client Collaboration; REALTORS® Property Resource; REALIST Tax

November 4, 2025 9:00 AM - 12:00 PM (PST)

Description

Matrix: Client Collaboration

 Did you know that you can manage client information directly in CRMLS Matrix?

Discover how to actively interact with your contacts and easily access their information to enhance your communication efforts. Topics include:

• Entering your contacts into Matrix

• Branding OneHome and viewing your clients’ activity

• Setting up auto emails for your clients

• Searching outgoing client emails for information you’ve already sent

• Setting up saved and favorite searches for your clients


RPR - Realtors Property Resource

Finding the perfect listing for your clients should be simple. REALTORS Property Resource® (RPR) makes it easy to impress your clients by offering comprehensive data, powerful analytics, and dynamic reports that cover 160 million properties. Its in-depth property and market information provides data on various details surrounding a property including school reports, historic data, geographic details (such as flood and heat maps), and more. Discover all the ways you can use RPR to amaze your clients and seal the deal. Available for desktop or mobile.

Realist Tax

Public records should be easy to find – and Realist Tax lets you do just that through an all-intuitive, feature-rich platform. With seamless MLS integration, Realist Tax offers extended access to professional reports, map-based searching, building permits, school zones, and so much more.
This class will cover:
• How to extract reliable, in-depth property data and local market information
• How to identify, understand, and act on the tax information
• Farming techniques to employ with Realist Tax data, including mail label generation
• Customization, including integrated and advanced mapping
• Creating and sharing professional reports
• How to use Realist Tax tools like the Value Map and Propensity to Sell

Time

Beginning at 9:00am at SRAR Lake Balboa

Location

Lake Balboa SRAR

At SRAR Lake Balboa beginning at 9:00am 7232 Balboa Blvd. Lake Balboa, CA 91406
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Contact Information

Name: Kathleen "Kitty" Young
Phone: (818) 947-2229
Email: kathleeny@srar.com
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