We’re working to make sure the transition to your new Greater Southern MLS Matrix system is as

smooth as possible. Even so, you will need to take a few steps the first time you log in.

• Know where to log in #

If you’re currently logging in through your Association of REALTORS®’ website, this changed on 2/23. Simply go to https://greatersouthernmls.com/ and click  on the MLS LOGIN button in the top-right corner.  Enter your Username and Password and click “Login.”

Click here for first time login details.

• Review your contacts #

Make sure all your contact information came over correctly. To access your contacts, go to the “My Matrix” tab and click on “Contacts.”

Click on your contact’s name to open their profile in a detail view. If needed, click on the blue pencil to edit.

• Review your saved searches #

Some of your saved searches will most likely change, since some field names are different in the new system. Review your searches for accuracy. Saved searches that carried over seamlessly will include the prefix “(ImportedSS).”

A small number of saved searches may not fully convert and will need your attention. Those will have an asterisk (*) in the search name.

To Edit a Saved Search

Go to the “My Matrix” tab and click on “Saved Searches”. Click on the search name or the drop-down arrow and select “Criteria”. Make the necessary changes and click “Save.”

The subsequent screen will allow you to:

• Turn the search into an Auto Email
• Update the search name
• Connect it to an existing contact or create a new contact
• Mark as a Favorite

When you are finished, click “Save.”

• Turn on auto-emails #

Turn auto-emails back on for saved searches.

Auto-emails that carried over seamlessly will include the prefix “(importedAE).”

A small number of searches may not convert entirely and will have an asterisk (*) in the search name. These searches will need your attention.

To enable auto emails, go to the “My Matrix” tab, and click on “Auto Emails”. The system indicates disabled auto emails with a red circle.

Click on the auto-email subject name or the drop-down arrow, and then select “Settings”. Scroll down to the “Settings” section and click “Enabled.” Then click “Save.”

• Set up My Favorites searches, Speed Bar searches, Custom Displays, Custom Searches and Custom Exports. #

These do not transfer over into Matrix X. If you used them in your old system, you will   need to set them up again.

My Favorite Searches

In the “My Matrix” tab, click on “Saved Searches.” Select the saved search by clicking on the search name or drop-down arrow, then select “Settings.”

Edit the Search Name and check the box next to “Enable as Favorite Search on Home Tab.” When you are finished, click “Save.”

Speed Bar Searches

In the “My Matrix” tab, click on “Saved Searches.” Click on the search name or the dropdown arrow to select the saved search, and then click on “Results.”

At the bottom of the results page, click “Save” and then select “New Speed Bar Shortcut.”

Enter the Speed Bar Shortcut name (you also have the option to add a description). When you are finished, click “Save.”

Custom Displays

Click on your name in the top right-hand corner to open the utility menu and select “Settings.”

Select “Custom Displays.”

Select the Custom Search Type from the drop-down arrow menu and select “Add” on the right-hand side.

Enter the required Display Name.

Select columns from the available columns list on the left-hand side (you can select multiple by holding down the CTRL (PC) or CMND (Mac) key). Click “Add” to apply them to the Selected Columns section.

You can remove the selected columns or move them up and down.

Custom Column Properties allows you to refine the columns to your preference.

When you are finished, click “Save.”

Custom Searches

Click on the Search tab and select the search type.

Enter the criteria that you’d like as your default display and select the gear icon in the upper right-hand corner.

Two options will appear: “Set currently selected search criteria as my starting default” and “Reset to the system Search defaults.” Select your option.

You will see “Default Criteria Set” when you have finished customizing your search.

Custom Exports

Click on your name in the right-hand corner to open the utility menu and select “Settings”.

Select “Custom Exports”.

Select the custom search type from the drop-down arrow and click on “Add Export” on the right-hand side.

Enter a display name (required).

Select fields from the “Available Fields” list on the left-hand side (you can select multiple by holding down the CTRL [PC] or CMND [Mac] key). Click “Add” to apply the fields to the selected Export Fields section.

You can remove the export fields or move them up or down.

You can choose to include custom column names, and you can determine which type of Separator you would like to use in your data, by selecting from the options at the bottom of the menu.

When you are finished, click “Save.”

Set up Email Signatures, Header & Footer, Portal Profile, and CMA Cover Sheet #

You’ll need to edit your personal profile information in your new system, including your email signature, header & footer, portal profile, and CMA Cover Sheet. Edit the appearance of your signatures and other personal info.

In the top right corner, click on your name and then “Settings.” Click on “My Information.”  The system has reset all information to your default profile information on file with your local Association.

 Review each tab for accuracy.

Information tab

Ensure that all information is correct. Check the Override box to the right of any field to update that field. When you are finished, click “Save.”

Header & Footer tab

Select a banner and/or image for your Portal Header. This can be a good opportunity to update your branding information, default or custom colors, and your print header and footer. When you are finished, click “Save.”

CMA Cover Sheet

Add an image to your CMA Cover Sheet. Update your contact information by checking the Override box and making necessary changes. When you’ve finished, click “Save.”

Email Signature

Create a clear, professional representation of you and your business in your email signature. Be sure to include your contact information and an image. When you have finished, click “Save.”

Agent Webpage

If applicable, this is where you’ll manage your information, activation, and homepage content for your agent website. When you’ve finished, click “Preview” or “Save.”

Portal Profile

Ensure that your client portal is up-to-date with your current agent image, a portal greeting, video, and your contact information. This is optional but recommend. When you are finished, click “Save.”

• Set up IDX Configuration #

This information does not carry over into your new system. See the Greater Southern MLS  Resource Center for a helpful video on your IDX options.

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