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Showing articles from Client Portal tag

Auto-Email (Auto-Notifications)

Saving a Search as an Auto-Email: * Run a search (“ Search”  tab, select a  property type , click Quick or  Detailed ) by entering your criteria. Click “ Results ” and then click the " Save " button at the bottom of the page.  Click the " New Auto Email " button. * Select the  Contact  in the drop down box to sele…

OneHome Client Portal Guide

The OneHome Client Portal The OneHome portal is a single access point for MLS listing information, brought to the customer by a REALTOR®. REALTORS® may email listing information to a customer in two ways: manually (Direct) or automatically. Both types of emails contain a hyperlink which you can click to visit the…

OneHome Client Portal

OneHome™ is the evolution of the Matrix™ client portal that enables agents to collaborate with their clients in new ways, from enhanced home searches to a guided checklist to help clients understand the real estate transaction process. Watch this short video to learn more! Sign up for live online OneHome training…

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