OneHome
OneHome Notification Settings
You can set yourself up to receive notifications when a client performs certain actions in their OneHome portal. Access your settings by logging in to Matrix and clicking the Hello message in the upper right corner then selecting Settings. From the ...
Additional Matrix Resources
OneHomeowner Data Sheet Help Your Clients Find Their Dream Home with AI Why Agents Love OneHome Client Handout - Advantages of Registering an Account How to set up Text Notifications for Clients: Rateplug Quick Start Guide Rateplug FAQ for Brokers & ...
Creating Shareable OneHome Links
When sharing Matrix listings with your clients, you may want to share a direct link to a listing or a group of listings without having to use the Direct Email feature. Use the following method to create a universally accessible, non-expiring OneHome ...
Viewing OneHome Activity
From the Agent Dashboard, you can use the Recent OneHome Visitors widget. There are three icons on the widget. The heart icon takes you to a grid view of the properties the client has marked as a Favorite. If a note has been included, click the Note ...
Accessing A Client's OneHome
If you would like to see a client's OneHome portal there are two ways to accomplish this. If you have an Auto-Email search associated to the client 1. Hover over My Matrix, and then click Contacts. A listing of your contacts opens. 2. Click the ...
OneHome Property Fit
PropertyFit is available to clients once they've registered an account on their OneHome site. To begin, a client can either complete their PropertyFit questionnaire immediately upon completing their registration or, if they're not ready it can be ...
OneHome Agent Branding
To include agent branding on your OneHome client pages, log in to Matrix and click the link in the upper right corner which reads Hello, (your name) then choose Settings from the menu that drops down. Click the My Information area. On the screen that ...
OneHome Introduction
OneHome in Matrix provides you with a private website for clients that will help improve client collaboration. OneHome lets you personally brand the information delivered to each individual buyer or seller. It also serves as a powerful communication ...
Deleting a Contact
Hover over the My Matrix Click on Contacts. The Active Contacts screen opens. Click the check box to the left of the Contact’s name. Click on Actions. In the drop-down, click Delete. A confirmation message appears asking if you are sure you want to ...
Editing Contacts
Hover over the My Matrix Click on Contacts. The Active Contacts screen opens. Click the Contact’s name. 4. Click Edit to open the Edit Contact screen. 5. Make the necessary changes. 6. Scroll to add additional information such as a salutation or ...
Adding Contacts
Adding Contacts, Prospects, Friends and Family members to Matrix provides tools that will increase Agent productivity. A Client’s experiences will be enhanced as well with the use of OneHome. Hover over the My Matrix tab Click on Contacts. The Active ...