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CRMLS Training – IVAR Rancho Cucamonga

January 9, 2017 @ 10:00 am - 3:00 pm


Searching 101 —  10am – 11am

In this course you will learn how to quickly search for listings using the CRMLS Matrix platform.  Learn how to search for listings, how to use a map search, how to email and print properties and much more.

Realist Tax 2.0  —  11am – 12pm

Realist 2.0 delivers property-centric data and cutting-edge technology.  Designed to give you a competitive advantage, Realtist 2.0 delivers the best-in-class functionality to support your pursuit to success.

You will learn about the following powerful and flexible capabilities:

Reliable, in depth property data and local market information
Customization such as integrated and advanced mapping
Professional, customizable reports

The Advantages of Your CRMLS Benefits  —  1pm – 2pm

Are you aware of the multitude of free CRMLS member benefits you have at your disposal?  Come and get educated on the products and services that are made available to you through your CRMLS membership so you can leverage them to your advantage.

This presentation will include a snapshot of each product and service that CRMLS offers to their members.  Take control of your business and reap the benefit.

Engaging Clients with Matrix  —  2pm – 3pm

Learning how to properly set up the features provided in CRMLS Matrix will help improve your engagement with clients, to solidify the real estate professional/client relationship.  Manage client information in CRMLS Matrix to your benefit.

The following topics will be covered in this class:

How to set up contacts

How to set up auto emails for clients to receive new listings that matahc their criteria

How to preview your client’s emails to see what listings they have received

How to review and manage a “Customer and Agent Portal”

How to set up “Saved Searches” and “Favorite Searches”


January 9, 2017
10:00 am - 3:00 pm
Event Category:


IVAR Rancho
10574 Acacia St., Suite #D-7
Rancho Cucamonga, CA 91730 United States
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