--- title: "Agent Choice" slug: "agent-choice" updated: 2026-08-05T22:59:50Z published: 2026-08-05T22:59:50Z canonical: "docs.cotality.com/agent-choice" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Agent Choice ### Agent Choice Agent Choice allows agents to feature personalized recommended service providers—such as insurance providers, mortgage specialists, and home inspection professionals—directly to their clients within the OneHome™ Marketplace. Click your name in the top right corner of the Matrix™ navigation bar then select "Settings" from the utility dropdown menu. Click [here](/docs/agent-choice#) to view the utility menu settings option image. ![Matrix utility menu highlighting the Settings link option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-1.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) From the "Settings" section, select "Agent Choice". Click [here](/docs/agent-choice#) to view the Agent Choice option image. ![Settings dashboard interface highlighting Agent Choice.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-2.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) ![Agent's Choice option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-agentChoice_01.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) Select the "Opt-Out" link if you wish to disable the associated agent-recommended service vertical for your clients. Click [here](/docs/agent-choice#) to view the Opt-Out setting image. ![Service provider opt-out controls.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-agentChoice_02.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) 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. ![Service Provider option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-agentChoice_03.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) 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](/docs/agent-choice#) to view the contact information form image. ![Service provider contact details form.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-agentChoice_04.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) 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](/docs/agent-choice#) to view the contact information form image. ![Client view of recommended providers.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-Marketplace_01.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) 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](/docs/agent-choice#) to view the arrow toggle image. ![Service provider card highlighting the arrow toggle button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-edit_01.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) Select the "Edit" icon. ![Edit Service Provider icon.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-edit_02.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) Modify your content. Click [here](/docs/agent-choice#) to view the Broker's Choice option image. ![Edit or Delete Service Provider.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-edit_04.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) Select the "Delete" icon to delete the selected service provider recommendation. ![Delete Service Provider button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-delete_03.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D) Select the "Save" button to save your updates. ![Save Service Provider button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice-agentChoice-save_04.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A42Z&se=2026-11-06T01%3A49%3A42Z&sr=c&sp=r&sig=MHFUToqMklV7oWp9%2Bqedwc84sODVIvslYzcjfvcQgPE%3D)