Adding a Listing

Recommendation:  Print the listing input form (found under Resources, "Canopy MLS Forms" in Matrix), fill out the form, then enter the information into Matrix Add/Edit.

 

❶ From the Matrix Navigation menu, click the “Add/Edit” tab.

   

❷ Click the “Add” button at the top right of the page, then select the property type and sale type (For Sale or Comp Sale) you are working with:

   

❹ Choose 1 of 3 options to begin working on your listing.

• Fill from Property: Fill the new listing from an existing listing that you listed previously under the same company.  Enter an MLS number, address, or parcel ID into the "Listing Location or Identifier" box, then select the appropriate property from the selection list that appears.  Select the "Fill from Property option in the "Fill Method" box, then select the listing to fill from and click "Continue.
   
• Fill from Tax: Fill the form using information such the county, parcel id or street address.  Search for the property using the "Listing Location or Identifier" box as with the previous option, but select "Fill from Realist Tax" in the "Fill Method" and then select the property to use and click "Continue".
   
• Skip to blank input form: Fill the form beginning with the Status section.
   

Whichever option you choose, the next step takes you to the input page with a list of different sections of the page displayed on the left (or, if using a mobile device, by clicking the "three dots" menu button at the top right of the page).

 

 

Tip: To see the required fields highlighted in red for each section, select “Active” under the “Status” tab, then proceed to other tabs. The title of each mandatory field will also be highlighted in yellow for every status.  

❺ Fill out the fields accordingly under each section.  Click the  icon next to the field label for more information about that field.

 

 

❻ When you're ready to save/submit your listing:

• To save it as as Incomplete use the "Save as Incomplete" button at the top right of page.
  FYI: Incomplete listings are only available to your Firm/Office broker, Firm/Office assistant and you the listing agent.
   

• To save it as Coming Soon-No Show, Active, or Closed (for Comp Sales) go to the ”Status” section, select your desired status then click the “Submit” button.  If there are any required fields that have not been field in or fields that have been filled in with invalid information Matrix will flag these fields in red.  The number of fields with errors in each section will be displayed next to the section name on the left of the screen.  The error for any flagged field will show directly beneath the field.  You can edit the information for each tab as needed.  You may also see some fields flagged in yellow, as well as a yellow "bell" icon at the top left of the page.  This indicates there are "warnings" on your listing - information you want to review and confirm prior to saving your listing.  Errors must be corrected prior to being able to submit the listing, warnings will allow you to submit whether you act on them or ignore them.

An MLS number will be assigned to your listing the first time you submit it, whether as "Incomplete" or any other status. The “Property Success” message indicates the listing has been saved (whether incomplete or active).  If you don’t see this message after submitting your listing, the listing has not been saved.

   

   

Editing a Listing

❶  From the Matrix Navigation menu, click the “Add/Edit” tab

❷  Locate the listing you are working with and click the "Edit" button to the right of the listing, then select the appropriate option (The general "Edit" link, Manage Photos, status changes, etc).

 

 

FYI: The office brokers in charge and the office assistants are the only users who have access to update a listing to "Withdrawn" status.