A trusted advisor for life: stay connected and provide value after the sale

Be Present, Not Passive

With most post-sale tools, the agent fades into the background. OneHomeowner takes the opposite approach. The agent is front and center every time a homeowner logs in.

• Your headshot, name, and branding appear on every page of the client’s homeowner hub

• Your contact information is always one tap away

• You're positioned as their trusted advisor for their home

This isn’t soft branding; it’s an active presence, and OneHomeowner ensures you’re part of the homeowner’s ongoing journey, not just a forgotten name in their inbox.

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Know When Your Clients Are Ready

Staying top of mind is important. Knowing when to engage is even more powerful.

OneHomeowner gives agents visibility into client behavior inside their hub. You’ll know when a homeowner:

• Uploads new documents and images

• Checks their estimated home equity

• Explores home improvement scenarios

• Views their insurance timeline

• Engages with service providers

These are the moments that matter. They are subtle signals that your client is thinking about refinancing, renovating, or even their next move. OneHomeowner turns these signals into insights so you can reach out with intent, not wasting money on guesswork.

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Build a Smart, Connected Sphere

Every agent has a list of contacts. But not every agent knows who in that list is ready for the next step.

With OneHomeowner, you can connect your contacts from your CRM, from OneHome in Matrix, or from your phone (iOS or Android) to invite them into the platform. Once connected, OneHomeowner helps you:

• Match contacts to property records, even if you don’t have an address

• Track who has accepted your invitation

• Monitor engagement and activities over time

• Automatically fill in home details using public and proprietary data

• Provide AVMs

• Track mortgage loan balances

You move from having a list of names, to having a dashboard of real homeowners under management, each with their own personalized hub to manage their most important asset.

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Understand the Health of Your Relationship Network

OneHomeowner doesn’t just help you stay in touch with clients. It helps you measure the strength of your long-term client connections and have useful conversations.

The system gives you powerful tools to:

• Monitor which clients have been in their home for more than 15 years

• Identify who has seen a major increase in property taxes

• Surface contacts with significant home equity

• Track changes that signal an intent to sell

• See which clients are actively using their hub

These insights are tangible and actionable. They help you prioritize who to reach out to, meaningfully deepen relationships, and grow your business with intention.

Agents who use OneHomeowner are not just building a contact list. They are creating a connected sphere of influence grounded in value, visibility, and timing that will pay dividends for the rest of their career.

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The Path to Clients for Life

The best agents do more than close deals. They manage relationships. They grow their network. They show up for their clients consistently, even years after the transaction.

OneHomeowner not only makes that possible, but super simple... and at scale.

You are featured in every hub. You are notified when clients engage. You are supported by smart data that tracks intent and deepens your connection to the homeowners you serve.

You aren’t just a past agent; you’ve become their trusted property advisor.

If you’re ready to stay connected in a way that drives long-term loyalty, results, and revenue, OneHomeowner is the platform that makes it happen.

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