Identify Your Client by Ref# in NTREIS

If you are a REALTOR and get a reverse prospecting notice with a Client Ref#, here's how you identify the specific client:

• Open Matrix.
• From dashboard, hover over the “My Matrix” tab at the top of the page.
• Click on “Contacts.” A new window will open.
• Scroll to bottom of the page to locate the number of results per page.
• Click the downward arrow beside “25” and choose “100.”
• With your cursor over the names, hold down the Ctrl key and scoll the mouse wheel until the Ref#s appear on the right side of the screen.
• Hold down Ctrl + “F” at the same time to open a search box at the top of the screen.
• Type the Client Ref# into the search box. The system should highlight that reference number to identify your specific client.

I’ve Got Your Six!

Mark M. Hancock, GRI, MRP, AHWD
KWNC Productivity Coach, REALTOR
214-862-7212 (call or text)
DFWmark@kw.com
DFWmark.com

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