Contact Dashboard
Select a Contacts Dashboard panel to explore.
Click here to view the Contacts Dashboard image.
Edit: Modify your contact's core details, profile information, and system parameters.
Update this contact's details.
For more information see Contacts (Add) in the My Matrix™ section.
Contact Information: Quickly view details associated with this client.
The Contact Information panel displays a summary of your client's active profile details. To update these fields or fill out additional home, business, and background details, click the Edit button to open the full contact record management screen.
Opt-In Communications: Send an automated request inviting your contact or their group members to opt into platform communications.
Select the Send Request button to send your contact—or, their group member—an opt-in request.
Contacts who have already opted-in to receive a SMS Text will display a checkmark beside their phone number in the Contact Information area.
PropertyFit: Monitor dynamic, interactive property matching metrics driven by your client's search preferences and portal feedback patterns.
A property score is determined based on these responses provided by your contact in their OneHome™ PropertyFit tool.
While viewing search results for this contact, a unique, Fit Score will appear as an additional field associated with each listing – indicating how much of a match the property is for the contact. Contacts containing multiple email addresses (i.e. husband and wife) may display a unique Fit Score for each address.
For more information see View As under Refine in the Button Bar section.
Planner: Track real-time client purchasing or selling journeys as they browse through step-by-step milestones inside their portal.
Your contact can select, from OneHome, which buying or selling options that they would like to become more familiar with.
Your Planner section, in Matrix™, provides you with an at-a-glance view of exactly where your contact currently is in their review process.
Essentials Review: Access critical qualifying metrics, financial approval states, visibility levels, and interaction histories at a single glance.
Review important contact details such as:
- • if they are pre-approved for a mortgage.
- • if they are visible as a reverse prospect.
- • Properties that they've favorited or discarded.
Recent Activity: Audit a live chronological timeline of portal interactions, search executions, and client engagement marks.
View a timeline of this contact's most recent OneHome™ activity.
Select an Activity link to view the contact's associated action.
OneHomeowner: Invite your client to register for their own OneHomeowner Portal.
The OneHomeowner Portal provides a dedicated, client-facing dashboard designed to help homeowners track their property's value and stay informed on local market conditions.
Send a secure email invitation directly from the contact record, allowing your client to easily register and activate their personalized homeowner dashboard.
Learn more about OneHomeowner .