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 reverse prospecting list.

Additionally, you can sort your contacts by Categories — Buyer, Seller, Friend, Prospect or create your own Custom category. The video 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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Respondents in the latest National Association of REALTORS Profile of Buyers and Sellers said that saving for the down payment was the most difficult step in the home buying process. Data also shows that buyers aren’t overwhelmed by more information—they are consuming and using it to help move their home search forward. Many buyers are unaware of or have no access to information about homeownership programs that could make their home purchase more affordable. As a NorthstarMLS subscriber, you have access to Down Payment Resource, a core service that helps you help your clients identify these programs.

This video shows how to begin the process of checking your client’s down payment program eligibility and how to search through local programs that may be available to your clients. Give it a view, it’s just over two minutes long!

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Earlier this week, we announced improvements to the Client Portal, including improved displays. Those improvements are now in place.  The Portal works basically the same, so your clients do not need to re-learn it. Most of the changes are cosmetic.

If you haven’t already watched, take a moment to watch our five minute tutorial video. You can share this video with your clients, and it is available in the Help section of the Portal.

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Want to see how quick and easy it is to send an earnest money request to your client? Now you can using a new NorthstarMLS core service called TrustFunds that we introduced back in March.

Check out this brief tutorial video (under 2 minutes) and learn how to send an earnest money request to your buyer. It can be a huge time saver for you and your clients — no more driving to the bank wasting gas!

 Click Here to Watch the Video

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