This feature facilitates agents getting in touch with each other for their clients' mutual benefit. Listing Agents more easily find other agents with buyers looking for properties like the ones they represent for sellers. Agents representing potential buyers become more aware of available properties matching their buyers' criteria. 

  

• Agents working with Potential Buyer(s): To make a saved search available for Reverse Prospecting, click the "Available for Reverse Prospect" checkbox under the Automatic Email settings (My Matrix>Auto Email). This will assign a number to the search that will show on your Saved Searches screen. (It is automatically selected. You must uncheck it to opt-out.) List Agents with matching properties can now more easily find you. 

• List Agents: If you have a listing you want to conduct Reverse Prospecting on, go to the “My Listings” screen (under the My Matrix tab), select the listing you want to Reverse Prospect, and click the “Reverse Prospect” button. The display will show you a list of agents with saved search criteria that match your listing. Please note that only CVR MLS users and the activity related to their contacts will appear in reverse prospecting results. If you contact an agent, be sure to give them the numerical code from the display so they can easily find the matching search/customer. 

 

 

NOTE: Reverse Prospecting is completely anonymous for your buyers. List agents are not given your customer names or contact information. 

  

To view Reverse Prospects:  

• Click or hover over the My Matrix tab 

• Click My Listings 

• Select either 'My Active Listings' or 'My Hit Counters' from the "Show" dropdown box. Make sure "My Editable Listings" is not selected. 

• Check off the desired listing you wish to view Reverse Prospects for. 

• Click on the 'Reverse Prospect' button below the results. 

• This will produce a list of all agents who have clients set up on Auto Email which match your property. 

 

Transcript

Reverse Prospecting is a tool that you can use to find users that may be interested in your listing. If your listing is included in a user’s search results, that user’s agent will show up in the reverse prospecting report. 

 

You can access reverse prospecting reports in Matrix by dropping the ‘My Matrix’ menu, clicking ‘My listings,’ viewing Active listings, then selecting one and clicking Reverse Prospect. The report will include the agent's name that made the search and a reference number that the agent can use to identify their contact. It also includes the date your listing was sent to their client, a count of the total number of listings that contact was sent, and an indicator of how their client interacted with your listing. You can see here that a few of their contacts favorited the listing. 

 

Click the agent's name to email them from within Matrix. If you’re doing this, be sure to provide the reference number for them to find which contact viewed your listing. Once you’ve sent the email, a check mark will display under the contacted column.

 

As a buyer’s agent, you can decide whether you’d like your contact to show up in another agent’s reverse prospecting reports by editing the settings of any auto email. You can also change this setting when editing your buyer’s contact. The Contact page also has a tab that shows any reverse prospecting messages for the client you are reviewing. Your clients reference number can be found in contacts as well.