Matrix has a main menu that is the central access point for your solutions and tool access once logged in. This menu follows you throughout your use of the product and makes an easy reference point for what's available to you throughout the system. Check out a high level overview below and keep in mind what you see and have access to is specific to your role and access in Matrix, for instance, staff, brokers, agents, and unlicensed admins may all have different features and functionality visible and accessible to them.
OneKey logo
Clicking the logo will always return you to the dashboard
MY MATRIX
Dashboard - your OneKey dashboard with widgets and tools to keep on top of your business.
My Contacts - access point for your saved contacts and their corresponding activity and saved items such as auto email, carts, sent email, etc.
My Listings - quick access to your own listings or if you have access to the listing's of others you'll find those, as well.
My Saved Searches - any saved searches transferred into the system or otherwise saved.
My Auto-Emails - any saved searches that have been set for the MLS to search for the saved criteria and notify when matches are found.
My Carts - sets of listing results saved under a specific name, these may or may not be associated with a contact.
My CMAs - Comparative Market Analysis (CMA) saved
Sent Email - Email sent manually or automatically through the MLS
My Information - a quick reference point for your saved account information
Summary - secondary access to Contacts, My Listings, and Settings
Reverse Prospect Email History - history of reverse prospect email sent and received by you
SEARCH
Dropdown options vary with the frequency of your use of these options, but potentially may include:
Search (New!) This option features the new three-pane search criteria, map, and results all on a single page.
Residential (SFH, CONDO, COOP) - This is a property type based classic mode search with criteria, map, and results on separate tabs.
More . . . - This option will allow you to see all of the listing searches available to you.
ROSTER
Agent - search for agents by a variety of criteria.
Office - search for offices by a variety of criteria.
STATS
Click on this heading to generate a stats report using a variety of pre-set criteria or create your own custom statistical report.
TAX
Realist Tax - Search the tax records using the New! three-pane format and access advanced features like customizable labels.
Matrix Tax - Search the tax records using the Classic mode
FINANCE
Summary - Grouped access links for the other three dropdown choices
Calculators - Links to general calculators
Seller's Estimated Net Proceeds - Generate an estimated seller's closing cost and net proceeds calculation
Buyer's Closing Costs - Form that will allow you to generate an estimated buyer's closing cost calculation
ADD/EDIT
Access your listing management tools to add or edit listings, only accessible to accounts with access to listing managment.
LINKS
Access a host of external links that you may use frequently such as the Agent OneHome portal, TransactionDesk and more
MARKET REPORTS
Choices available will vary based on role, but include office level production and inventory and sales for brokers and agent level production and inventory for agents.
Aa
Click this icon to quickly adjust the text size
Bell icon
This icon notifies you of concierge property matches with a number beside the bell. Click the number to view the matches.
Hello [subscriber name]
Classic Mode radio button - click on the radio button to toggle on and off classic and new mode
Settings - View and update your account settings and branding options within the MLS.
Help - Easy access for CoreLogic (Matrix) help
Mobile - View mobile version of site
Logout - Click to safely end your Matrix session