Tip of the Week for 6/20

Tip of the Week — Client Pre-Approved Check Box & Categories

In today’s aggressive housing market, your buying clients will be one step ahead of the competition if they get pre-approved for a mortgage before they begin house hunting.

Don’t forget you can better organized with your clients in Matrix by checking the “Mortgage Pre-Approved” check box – this will indicate which of your clients are already pre-approved for a mortgage. Other NorthstarMLS users can also see if your client’s auto email is in their┬áreverse prospecting list.

Additionally, you can sort your contacts by Categories — Buyer, Seller, Friend, Prospect or create your own Custom category. The┬ávideo below shows you how to do both in just over two minutes!


Submit Your Own Tip! Do you have a question that you would like to see featured a Tip of the Week? Or maybe you have your own tip you would like to share with other NorthstarMLS users. Send your question or idea to tips@northstarmls.com. We will use one submission each month and the winner will receive a $30 Caribou Coffee gift card!


Tips Archive Want to check out older Tip of the Week topics? Click here to view an archive of previous Tip of the Week entries.

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