Questions and Answers About OneHome Client Portal
CoreLogic has officially launched OneHome, the enhanced Matrix Client Portal. Improving user experience for existing features while providing exclusive new features, OneHome provides an integrated process to help you create valuable relationships with your clients.
CoreLogic rebuilt the portal from the ground up leveraging the most modern technology stack so that they can continue to iterate and develop features that you want and need. We hope the Q&A below will help with most queries you may have.
Why do the emails and site display the OneHome branding instead of my agent branding?
One home is designed as a nationwide portal. While consumers can only create an account to view if invited by an agent, the consumer does get the same consistent experience. OneHome will become recognizable as part of the home search experience. Although it works on desktop, it is a mobile first interface. As a consumer, my agent’s profile pic is always in the bottom right corner, so I can easily click to call or click to email. OneHome is consistent across all CoreLogic accounts, so our customization at the NTREIS level is limited, but we work with other MLS systems to put forward enhancement suggestions.
Why am I unable to create a login?
OneHome already knows all the agents in Matrix; the agent preview mode is available from Matrix and is connected to your email. If you set yourself up as a client to receive portal emails, you will need to use a different email account as OneHome will only let the “agent” see the agent preview and the “client” see the client view.
How do I see and respond to my client’s property notes?
When the client leaves a note on the property listing in OneHome, the agent will see a notification on their “Recent OneHome Visitors” widget on the Matrix Home Page. If the agent has text notifications set, they will also receive a text. To respond, click on the note in the widget to view the note and reply. The client receives a notification in OneHome that you have responded. Text to clients is not currently available, but is in development and will be an added feature soon.
I hate this new OneHome, can I switch back?
No. Change is hard. Change is necessary. The old client portals were very outdated and took a lot of retrofitting to maintain the device responsiveness every time we need to make any change. The goal here is to be able to continue to make improvements and make our agents tools competitive with other consumer friendly sites. OneHome keeps the agent at the center of the both the transaction and the entire homebuying process with their client. Also bear in mind, that while this product provides the convenience of syncing all of your client activity in Matrix, NTREIS does offer other tools to collaborate with your clients – Har.com app, Remine, and Cloud Streams.
What’s next?
Texting to clients is coming! The majority of consumers now perform their searches on mobile, so OneHome is designed with that in mind. This mobile first design also lays the foundation for adding texting capabilities and that function is currently in development to be released this quarter. Clients will opt in to receive text notifications.