With Matrix and its OneHome client portal, managing your contacts is becoming increasingly important! Matrix has always had tools and options to help you manage or organize them. Still, since the addition of the OneHome client portal, your clients now have more tools to help them in their journey to buy/sell properties, such as a Planner, a Marketplace, and a Property Fit tool. 

Topics include:

OneHome Client Portal

Planner - Buyer and Seller Tasks

Property Fit tool

Notes and Request a Tour

Saved Searches

Marketplace

Matrix Tools/Options

Creating and managing Carts 

Auto Emails

Managing Auto Emails

Concierge Mode

Portal Notification Settings

Changing Status and Categorizing Contacts

Texting listings (manually and automatically)

Since March  2000, Keith has been in the Real Estate technology training and customer support field. He has taught classroom and online classes throughout the United States and Canada.

CoreLogic is a leading global property information, analytics, and solutions provider. CoreLogic delivers value to clients through unique data, workflow technology, advisory, and managed services.