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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Tip of the Week – Mortgage Pre-Approved & Client Categories

In this week’s Tip of the Week, we highlight a couple of handy Matrix features that can help you stay better organized with your contacts & clients.

Click here to watch the video on Pre-Approved checkbox & Client Categories


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 On Demand 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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Our next spotlight of upcoming NorthstarMLS Matrix 6.7 enhancements (coming mid-August) is the addition of two new check boxes on the Contacts screen. Check out our brief preview video and get a look at the Reverse Prospecting and Mortgage Pre-Approved check boxes.

Click here to watch the video on Hot Sheet Improvements
(Video Duration = 2 minutes 2 seconds — For better quality, click on the cog wheel and switch to ’720p HD’)


NorthstarMLS Matrix Enhancement Videos OnDemand Missed one of our past Matrix 6.7 enhancement videos? No worries, we have posted them arranged in a Playlist on our YouTube channel. Check them out if you’d like to refer back to them or view them on your own time.

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