Agent Choice
Click your name in the top right corner of the Matrix™ navigation bar then select "Settings" from the utility dropdown menu.
Click here to view the utility menu settings option image.
From the "Settings" section, select "Agent Choice".
Click here to view the Agent Choice option image.
Select the "Opt-Out" link if you wish to disable the associated agent-recommended service vertical for your clients.
Click here to view the Opt-Out setting image.
At any time, an agent can choose to opt back into a service provider vertical.
Select "Add a provider" for the desired service category.
- Add a provider: Displays directly below the Broker-level recommendation in OneHome™ and is visible to your clients only.
If a broker has opted not to participate in a service category, agents will not have the option of adding their recommended provider(s) and will be prompted to contact their broker.
Enter the service provider's contact information into the form fields.
Click here to view the contact information form image.
Mandatory fields are indicated with a highlighted background.
Select which Disclaimer options apply to this recommendation.
Select "Save".
Client View In OneHome™
From OneHome™, clients are able to view Broker recommendations when they generate a search for either insurance providers, mortgage specialists or home professionals and inspectors.
Click here to view the contact information form image.
Agent-recommended provider displays directly below the Broker-level recommendation.
Edit or Delete a Service Provider
From the Agent Choice dashboard, toggle a provider's arrow to hide/show the edit icon.
Click here to view the arrow toggle image.
Select the "Edit" icon.
Modify your content.
Click here to view the Broker's Choice option image.
Select the "Delete" icon to delete the selected service provider recommendation.
Select the "Save" button to save your updates.
