---
title: "Dashboard"
slug: "contact-dashboard"
updated: 2026-07-31T17:00:03Z
published: 2026-07-31T17:00:03Z
canonical: "docs.cotality.com/contact-dashboard"
---

> ## 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.

# Dashboard

### Contact Dashboard

        The Contact Dashboard acts as a dedicated command center for an individual client, consolidating their personal profiles, communication history, and system activity into a single view. This centralized workspace allows you to quickly manage their contact details, review their saved searches and auto-emails, and track their live OneHome portal interactions without navigating away from their record.

        

            
                

                    
                        
                        

Select a Contacts Dashboard panel to explore.

                        

                    

                    

                        
                            
                                
                                

Click [here](/docs/contact-dashboard#) to view the Contacts Dashboard image.

                            

                            ![Contacts Dashboard Master Overview](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/contacts-dashboard-a-g.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A49%3A45Z&se=2026-11-06T01%3A49%3A45Z&sr=c&sp=r&sig=8v8zT7YwFELpgmVvO0EHGAGw%2FEJClNJPdXUcHrthdwE%3D)
                        

                        
                            
                            
                                

****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 [here](https://onehomeowner.com/).