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Initial Setup

This video covers many of the initial settings found under the "My Matrix" tab > "Settings". Topics covered include the setup of Headers and Footers for both the Client Portal and printed reports. In addition, the video will show you how to easily configure the branding header for Matrix Mobile, your CMA Cover Sheet, Portal Information and your Email Signature. Agent Web Page and IDX is also covered if applicable in your system.

By watching this video first, you can take care of some of the "set it and forget" housekeeping items in Matrix that will make your Matrix system work as expected for you.

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  • 29-Jan-2024