Choice Valuation, PLLC

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Performing single- and multi-family residential appraisals and creating simple, useful software for appraisers.

TrendSheet 4 - CA / CRMLS (Matrix)
139.00 150.00
Purchase

Creating a Custom Export for use in the California CRMLS system - MatrixMLS

  • Hover your mouse over 'My Matrix' and select 'Settings'.
  • Click on 'Custom Exports' then click on 'Add Export'.
  • Name the export 'TrendSheet 4'.
  • Verify toward the bottom that 'Label' and 'Comma' are chosen. No need to enter a description.
  • Click on each of the following categories individually and click 'Add' after each one. Once you are done, the categories will appear on the right side of the window and they must be in the same order as below:
    • Listing Id
    • Standard Status
    • List Price
    • Close Price
    • Contract Status Change Date
    • Listing Contract Date
    • Close Date
    • Days on Market
    • Purchase Contract Date
    • Special Listing Conditions
    • Living Area
    • Levels
    • Year Built
    • Pool Features
    • Concessions Amount
    • Lot Size Square Feet
    • Bedrooms Total
    • Bathrooms Full
    • Bathrooms Three Quarter
    • Bathrooms Half
    • Bathrooms One Quarter
    • Garage Spaces
    • Carport Spaces
  • Once the list is complete and in the above order click 'Save' and you are done

How to Export your Data

  • Verify that the search you are exporting includes every type of listing (active, contingent, pending, closed, expired, canceled, etc excluding leased) for at least one year back from the effective date you're using. The further back you go, the more likely you are to include pertinent data. I recommend 2.5 years (since TrendSheet 4 analyzes two years worth of data). 
  • Click 'All' toward the top which will select all of the results.
  • Click 'Export' which is on the bottom row of buttons.
  • Verify the custom export you made is selected in the drop-down which should be 'TrendSheet 4' then click 'Export'.
  • Save the file by whichever file name and into whichever folder you prefer (depending on browser settings you may not be given the option to choose the file name/location).

The last thing to do is copy and paste the data from the export into TrendSheet 4. If you need help with this please check out our video on the topic: