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! notification upon logging in to Matrix on the upper right corner of the Matrix Home page when there are new listing matches for your client
Step 2: Click on the bell 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 Reject, Approve 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