--- title: "Broker's Choice" slug: "broker-choice" updated: 2026-08-05T22:59:45Z published: 2026-08-05T22:59:45Z canonical: "docs.cotality.com/broker-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. # Broker's Choice ### Broker Choice Broker Choice allows brokers to feature recommended service providers—such as insurance providers, mortgage specialists, and home inspection professionals—prominently at the top of the OneHome™ Marketplace for all agents and clients within their brokerage. #### Add a Service Provider Recommendation Click your name in the top right corner of the Matrix™ navigation bar then select "Settings" from the utility dropdown menu. Click [here](/docs/broker-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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) ![Broker's Choice option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice_01.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) From the "Settings" section, select "Broker's Choice". Click [here](/docs/broker-choice#) to view the Broker's Choice option image. ![Settings dashboard interface highlighting Broker's 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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) Select the "Opt-Out" link if you wish to disable the associated broker-recommended service vertical for brokers and all agents in your brokerage. Click [here](/docs/broker-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-brokersChoice_02.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) At any time, a broker can choose to opt back into a service provider vertical. Select "Add a provider - Broker Level" for the desired service category. - **Add a provider – Broker Level:** Displays prominently at the top of the Service Provider results in OneHome™ and is visible to clients belonging to all agents in your brokerage. ![Service Provider option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/settings-brokersChoice_03.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) By choosing not to opt-in to a service, 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. Mandatory fields are indicated with a highlighted background. Click [here](/docs/broker-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-brokersChoice_04.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) 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/broker-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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) Broker-recommended provider displays prominently at the top of the Service Provider results. #### Edit or Delete a Service Provider From the Broker's Choice dashboard, toggle a provider's arrow to hide/show the edit icon. Click [here](/docs/broker-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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D) Modify your content. Click [here](/docs/broker-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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%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%3A59%3A41Z&se=2026-11-06T01%3A59%3A41Z&sr=c&sp=r&sig=%2BXdiEudOMpg%2B68tTcHkfCuJyuRVF0SqFbVwbkPx1U14%3D)