Dashboard

The Dashboard is the central hub of your Matrix™ experience. It consolidates your most critical daily tools—including client activity timelines, saved searches, contact shortcuts, and market notifications—into a single customizable view, ensuring you stay connected to your business and your clients from the start of every session.

Select the chevron to open the portal activity Timeline.

Click here to view the Dashboard image.

For more information, see in the My Matrix section.

Select the "Edit Dashboard" button to enable, disable and reposition all Dashboard panels.

Click here to view the Find Tool search functionality image.

The News and Alerts panel will not be visible if there is nothing to display.

Select a Dashboard Panel to explore.

Click here to view the Matrix™ Dashboard image.

News & Alerts: Stay informed on critical system updates, regional association announcements, and important market notices directly impacting your daily operations.

Select an item from the list to display the news or alert content in a modal pop-up window.

The News and Alerts panel will not be visible if there is nothing to display.

My Carts: Quickly access and manage your saved collections of listings, allowing you to easily track, organize, and update properties for specific clients or ongoing projects.

Select a cart link to display all listings currently saved in a recently used Cart.

Recent OneHome™ Visitors: Track real-time client engagement by monitoring which contacts have recently logged into their OneHome portal, allowing you to instantly see their latest favorited properties and added notes.

Quickly view a recent OneHome™ visitor’s information by selecting their name.

Includes only the 10 most recent Portal visitors within the last 30 days.

The time/date stamp indicates when the contact last visited their Portal

Hover over an icon for its definition.

Market Watch: Gain a real-time, bird's-eye view of your local marketplace by tracking recent listing status changes, price adjustments, and new inventory based on your customized criteria and selected timeframe.

By default, this panel displays the number of listings that have had status or price activity in the entire system – based on the selected Property Type and Timeframe.

Select the Refresh icon to update the counts at any time.

To view activity for your specific Market, see in the My Matrix section.

Stats: Instantly generate and view dynamic, visual charts of local market trends, pricing history, and inventory metrics to back up your business decisions with hard data.

Select a link to run your saved preset chart statistic.

For more information, see in the Stats section.

My Favorite Searches: Access your most frequently run search queries with a single click, allowing you to instantly view live, updated inventory that matches your specific saved criteria.

Select a link to display the results of your favorite saved search.

Manage your favorite search by selecting the Manage link located to the right of the saved search name.

This panel has a limit of 10 favorite searches.

Select Update All to view the number of new listings there are for each Favorite Search since the last time the Update All link was selected.

to create a favorite search, see Save under in the Search section.

My Listings: Provides a direct shortcut to view and manage your entire active inventory, allowing you to quickly monitor status changes, track days on market, and access property details for your current listings.

Select a link to display all your listings (based on status and property type).

Each link displays the status, the property type and (in brackets) the current number of listings.

Concierge: Review, approve, or reject automatically generated listing matches before they are sent out to your clients, ensuring only the most relevant properties reach their inbox.

Select a client’s name to display all listings waiting on approval before being sent.

each link displays the client’s name and (in brackets) the number of listings waiting on approval.

A Concierge Alert also appears in the Matrix™ header’s notification bell.

Recent Use Contacts: Provides an instant shortcut to your most recently accessed or modified clients, allowing you to quickly review their details, check their portal activity, or start a new interaction without searching your full database.

Select a name to display details of a recently used contact.

Hot Sheets: Instantly run targeted, time-sensitive searches for a specific area or property type to view the latest market inventory and status changes that occurred within your chosen timeframe.

Select a Property Type to display all listings that have had status or price activity during the specified Timeframe.

to view activity for a specific client’s criteria, see in the My Matrix section.

External Links: Provides quick access to connected third-party real estate applications, association resources, and integrated member benefits directly outside of the core Matrix™ platform.

Select a link to be redirected to an external website or application.