October 6, 2023
Available on both your desktop and mobile devices for maximum efficiency in the office and on the go, the new OneHome Agent Portal is accessible through:
- Agent preview mode / BCC’d emails
- A link on the Matrix contact details screen
- OneHome Agent Portal tile on the Clareity Dashboard
- Visiting agent.onehome.com
At agent.onehome.com you can view a dashboard of all your OneHome contacts, recommend properties to clients directly, and preview properties they’ve considered, favorites, saved searches, their progress in the Planner, and more.
Collaborate with your clients better than ever by:
Managing Contacts. With the Agent Portal Contacts Dashboard you can see all your OneHome contacts at a glance using the new contacts dashboard. The dashboard makes it easy to search and sort contacts by name, email, and activity level.
Seeing what Your Clients See. Use the preview feature to view what your clients see when you visit OneHome. This includes properties your clients have considered, favorites, saved searches, their progress in the Planner and more.
Making Recommendations. Offer guidance and a more curated home search experience by recommending properties to your clients directly. Just select the star icon to make a recommendation.
OneHome’s Agent Pick feature enables you to recommend properties and feature them as an Agent Pick on all property cards and on the property details page. Your clients can also find your property recommendations on the favorites page under Agent Pick.
Note: your client needs to create an account and be logged into OneHome to see Agent Picks.
Two great resources to get up-to-speed quickly with OneHome Agent Portal include:
Agent Portal Training Video
In just over three minutes learn how to view inside each of your clients’ OneHome accounts.
OneHome Agent Portal Flyer
View or download this three-page pdf for a high-level overview that will get you started with OneHome and all its features.
We will continue to share more OneHome Agent Portal information and training opportunities in the weeks to come!
Post by Mandy Bolt
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