Office Management

Keep your office and agents on track and transactions on point with Matrix™ and TransactionDesk®

Enhance your office's productivity and collaboration and reduce risk with built-in integrations and robust reporting.

Stay ahead of the competition

Use Matrix™ reports to analyze market trends and performance data to make informed decisions about pricing strategies, market positioning, and resource allocation so you can lead your agents more effectively based on real-time data. Set realistic goals, forecast future business trends, and plan strategically for growth.


Track key performance metrics

Identify your top performers and those who might need additional support by tracking key performance metrics in Matrix™, such as the number of listings, pending, and closed transactions, sales volume, and commissions. Generate custom reports to analyze performance by different criteria, such as time periods, property types, or geographic areas. Gain insights into your office’s overall performance to make data-driven decisions to optimize your operations.


Ensure agents follow the rules

Maintain your office's reputation and leverage Listing Data Checker to make sure listings are accurate and complete. Track necessary documentation for transactions, as well actions taken by agents, including listing changes, status updates, and document submissions, to reduce the risk of fines or penalties.


Help agents be more effective

Get the visibility you need into all transactions and activities happening within your office so you can step in when necessary to support agents, resolve issues, or ensure that deals are progressing smoothly. You can also facilitate collaboration between agents within the office, create team structures, assign tasks, and share resources like templates and marketing materials so your agents work together more effectively on transactions.


Integrate your transaction management system

Matrix™ seamlessly integrates with TransactionDesk®, so you can oversee every transaction in your office from listing to closing so nothing falls through the cracks. You can automate repetitive tasks, like sending contract deadline reminders or follow-up emails. This reduces everyone's busywork, so you can spend your time on revenue-generating activities.

  • TransactionDesk™ Documents
  • Did You Know?

    Robust reporting and analytics
    • Custom reports on agent performance, market trends, productivity, and historical data inform strategic planning and resource allocation

    Seamless transaction management
    • Native integration ensures compliance and reduces liability during audits or legal reviews

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