Agent Portal
The OneHome™ Agent Portal is an agent-centric mobile responsive web application that supports OneHome’s central value proposition of building a strong agent and client collaborative experience.
The Agent Portal for OneHome introduces champion features/functionalities such as Recommendations, the Contacts Dashboard, Agent View, and more. We will also be improving existing workflows.
What is the Agent Portal?
Building upon current agent to consumer collaboration, agents can now preview their client’s consumer portal in agent-mode. Agents can see their client’s sentiments such as favorited/disliked properties, client saved searches, and track their client’s progress on the planner
Agent Recommendations
Empowers Agents to Curate listings for their clients over varied listing sets, as well as client saved searches by means of the “Recommendation” feature. This will then be reflected in their client’s portal as an “Agent Pick”.
Agent Pick in Consumer Portal
The Agent recommended properties are highlighted as “Agent Pick” on all property cards in their client portal, as well as the right panel on the Property Details page. Clients can also find their Agent Pick properties on the “Favorites” Page
under the “Agent Pick” tab.
Contacts Dashboard
Agents can now access the “Contacts Dashboard” where they will be able to view their last active clients and engage them in a collaborative way.
• See all of their contacts in the OneHome Agent Portal
• Search, Sort and Filter by Contact Name, Email and Most Recent Activity
• And Preview their client’s portal
New! Agent View
The OneHome Agent Portal now features a new section within the property details page that contains specific listing information intended to empower Agents. This enhancement will give easy access to listing information for agents on the go.
New Fields available to Agents:
• Showing, Lockbox, and List Agent information
• Important Dates
• Original list price
• Private remarks
Agent Portal Access
OneHome Agent Portal can be accessed through any device be it at your office or on the go. Agents can access their Agent Portal via:
• Agent preview mode/ BCC’d emails
• “Open in OneHome” links found in Matrix
• One Home Agent Portal tile on your MLS Dashboard
• Visiting agent.onehome.com
Transcript
Hi everyone. In this tutorial we go over the agent’s perspective when sending listings to their clients in One Home. We’ll talk about the options that are available for managing One Home and keeping up with your clients’ portal activity.
When you send a listing from Matrix the recipient receives a link to view that listing in One Home. You’re able to send listings one at a time as you find them, or you can create an auto email to give clients access to One Home. To do this, after you’ve filled in your search criteria, select auto email from the action bar, select the recipient contact and settings, then save the auto email. Based on the schedule you set, your clients will receive regular updates when listings that fit their criteria become available.
Once an auto email has been created it will be listed on the Auto Email page of Matrix. This page also displays the auto email’s status and the last time the contact has visited the One Home. Clicking the down arrow next to the auto email drops a menu that lets you review the settings, criteria, and the current results that fit your client’s search. To view the results in One Home as your client sees them click Open in One Home. From here you can also delete auto emails to permanently remove that contact’s search or disable them to temporarily stop the search from sending results. It is recommended that you disable auto emails before deleting them.
Anyone that you send listings will be able to view them in One Home, but adding someone to your contacts will allow them to create an account in One Home which then allows them to interact with the listings they view. To manage your clients and their interactions in One Home you will need to use the contacts page of Matrix. Here you can see the last time your contact visited One Home, any notes they’ve left on the listing, and listings that they have added to favorites or discarded. If your contact wants to receive text messages about their listings, you will be able to email them the opt in link by clicking Send Request under Opt-In Communications.
Additionally, if you want multiple clients to be able to interact in OneHome from one Auto Email, you’ll need to add them as an email address under one client. If you only cc them on the Auto Email, they will not be able to leave notes, mark favorites, etc. This is how you add additional email addresses to a contact card {show them how to do this}.
When a contact interacts with a listing in One Home you can be notified in Matrix. To set these notifications go to the portal notifications sections of settings. Here you can choose to receive notifications when your client visits the portal, favorites a listing, discards a listing, or saves their own search in the portal. These can be sent by email or text as soon as your contact takes action in the portal, or you can decide to receive a daily summary of One Home activity. If you’d like to receive text message notifications, be sure to enter your cell phone information in the Text Notifications Settings section.
If you’d like to edit the way your information is displayed in One Home, you will use the My Information section of settings. Under the One Home tab you can upload a custom photo, add a team name, and include links to social media accounts for your clients to follow. Fill out the profile content section to display a message to users that view your agent profile. You can also add a video here if it is hosted on YouTube or Vimeo. To see how this displays in One Home, go back to the Open In OneHome link on the Auto Email page, click your agent icon in the bottom right corner, then click View agent profile.
