Matrix™ 201: Managing Clients and Mastering Searches, 3CE

29 Oct

Matrix™ 201: Managing Clients and Mastering Searches, 3CE

Matrix™ 201: Managing Clients and Mastering Searches, 3CE

Wednesday, October 29, 2025 (1:00 PM to 4:00 PM)
3 Education Credits
Virtual / Online CE Credits, MLS

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Take your skills to the next level with Matrix™ 201. In this session, we’ll go beyond the basics to focus on advanced client management tools and powerful search techniques. Learn how to give your clients the confidence to find their perfect home while discovering how MLS-Touch can help you capture more leads anytime, anywhere.

You will explore key Matrix features, like customizing and saving searches, using wildcards (*), and leveraging the interactive map, to streamline your workflow. We’ll also cover the “View As” option, so you can preview listings exactly as your clients see them.

What You Will Learn:

MLS-Touch: The Mobile App for Agents

Managing Clients in Matrix

Leveraging the OneHome Client Portal

Search Techniques, Tips & Tricks

Creating & Managing Auto Emails and Saved Searches

Ideal for agents who are ready to work smarter, serve clients more effectively, and maximize the full potential of Matrix

Virtual / Online
Virtual / Online

Keith Hensley
Keith Hensley, Professional Client Account Services, CoreLogic Real Estate Solutions.

Since March  2000, Keith has been in the Real Estate technology training and customer support field. He has taught classes in both classroom and online settings throughout the United States and Canada. 

CoreLogic is a leading global property information, analytics, and solutions provider. CoreLogic delivers value to clients through unique data, workflow technology, advisory, and managed services.