How to Review Concierge for Approval

in Matrix How To (View more)

This quick reference guide will teach you how to Review Concierge listings for Approval to send to your client. .  Concierge mode allows agents to approve new/updated listings before being emailed to client.

Step 1: You will be notified with a Concierge Alert! message upon logging in to Matrix on the upper left corner of the Matrix Home page when there are new listing matches for your client

Step 2:  Click on the notification displaying the number of auto email(s) and number of listing(s) to view the new listing matches for your client

Step 3:  By clicking on the Contact link in the Concierge Mode Summary, matrix will then allow you to view the listing matches that you approve to send to your client

 NOTE: The listings are not yet visible to your clients

Step 4: After reviewing the listings, you have the option to choose to RejectApprove Selected or Approve All

Step 5:  If you choose to approve any or all listings, those that were chosen will automatically be emailed to your client

 

 

 

 

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