Ongoing Client Weekly Market Reports {{ currentPage ? currentPage.title : "" }}

This market report is compiled every Thursday morning for all active buyers and listings. Nick uses this information to inform our clients on the current market weekly.

The market report form can be found as a second tab in the buyer and seller intake Google Sheet.

This is what a buyer market report looks like:

This is what a seller market report looks like:

How to record for Active Buyers

Here is a VIDEO of how to record the market reports for both buyers and sellers.

  1. You will need to first create a list of active ongoing clients to create the reports for.

  2. To fill out the number of showings and showing feedback, open Matrix and towards the bottom of the main page you will see a link to Showingtime. Select that.

  3. Open Matrix and choose “My Matrix” drop down menu from the top of the page and select “Auto Emails”

  4. Type the name of the buyer into the search and select

  5. Select “Criteria”

  6. Edit ONLY the “Conditional” and “Sold” dates to a date range of last Friday to today. Leave “Active” empty but select the checkbox to the left.

  7. Scroll down and select the number of results

  8. Sort by “List Date” and record the number of listings that have been added since the previous Thursday

  9. Sort the column titled “St” with an arrow so that it shows all sold, conditional, and active properties grouped together and record the number of Conditionally Sold properties (CS)

  10. Sort the “Sold Date” column so that all of the sold dates are listed from most recent at the top and record how many have sold firm since the previous Thursday.

  11. Sort “St” again, but this time to show all of the Active (A) properties at the top and record that number as the number of active properties.

  12. DO NOT SAVE THE SEARCH! ABANDON IT!

How to record for Active Listings

Here is a VIDEO of how to record the market reports for both buyers and sellers.

  1. You will need to first create a list of active ongoing clients to create the reports for.

  2. To record the number of showings and the feedback, open Matrix and scroll down until you see a hyperlink that says “Showingtime”

  3. Select “Listings” from the left side of the screen, select “My Listings” and then the listing you would like the info for

  4. Select “Listing Activity Report” in the blue button list ad scroll down until you see showing dates

  5. Record the number of new showings since the previous Thursday and add any comments in to the cell below

  6. Select “Criteria”

  7. To record the next 4 items, do the same as you did for Buyers. Open Matrix and choose “My Matrix” drop down menu from the top of the page and select “Auto Emails”

  8. Type the name of the buyer into the search and select

  9. Edit ONLY the “Conditional” and “Sold” dates to a date range of last Friday to today. Leave “Active” empty but select the checkbox to the left.

  10. Scroll down and select the number of results

  11. Sort by “List Date” and record the number of listings that have been added since the previous Thursday

  12. Sort the column titled “St” with an arrow so that it shows all sold, conditional, and active properties grouped together and record the number of Conditionally Sold properties (CS)

  13. Sort the “Sold Date” column so that all of the sold dates are listed from most recent at the top and record how many have sold firm since the previous Thursday.

  14. Sort “St” again, but this time to show all of the Active (A) properties at the top and record that number as the number of active properties.

  15. To find the # of client portals listing is active within, in Matrix, select “My Matrix” and then select “My Listings”

  16. Make sure it is set to show “My Hit Counters”

  17. Record the number of client portals the listing is active within

  18. Record the number of client views

  19. Record the number of client favourites

  20. Record the number of client possibilities

  21. Record the number of views in the last 14 days

  22. To record the iGuide information, go to your email and pull up the last iGuide report. Record both the number of portals the listing is active within and the number of visits in the past 7 days

  23. To fill out the information from Realtor.ca, navigate to the agent view side of Realtor.ca and log in as Nick

  24. Select the drop down menu labeled “My Tools” and then select “My Listing Statistics”

  25. All active listings will be listed below. Record the number of days active, number of views, number of views of photos, and how many favourited the listing.

{{{ content }}}