Matrix Contacts
With Matrix and it’s OneHome client portal, managing your contacts is becoming more and more important! Matrix has always had tools and options to help you manage or organize them, but since the addition of the OneHome client portal, now your clients have more tools to help them in their journey to buy/sell properties… such as a Planner, Neighborhood Insights, Saved Searches, and a Property Fit score. Join Keith Hensley, Sr. Trainer with CoreLogic, as he discusses what options your clients have with their OneHome client portal and how you can manage and see what they are doing within Matrix!
Here is what will be covered:
1. OneHome ‘Client’ Portal
a. Planner – Buyer and Seller Tasks
b. Property Fit Tool
c. Compare listings
d. Notes and Request a Tour
e. Saved Searches
2. Matrix Tools/Options
a. Carts – Creating and managing carts
b. Auto Emails
i. Managing Auto Emails
ii. Concierge Mode
c. Portal Notification Settings
d. Changing Status’ and Categorizing Contacts
Watch an on-demand recording.
Check our training calendar for live training options.