Turning past clients into future revenue: How the OneHome ecosystem fuels repeat business
Every real estate agent dreams of lifelong customers and steady repeat business. But turning a one-time deal into a lasting relationship? That’s the real challenge—and it’s where most systems, on their own, fall short. Agents lose touch between transactions and the human connection fades. Onehomeowner, an essential piece of the OneHome ecosystem, is our solution to these friction points that all agents experience.
With OneHomeowner, Cotality is creating a new product category called “Customer for Life.” This homeowner engagement platform empowers real estate agents to build deeper relationships after the deal is done, turning every past client into a future opportunity.
From close to connected: The problem with traditional follow-up
Today’s sales professionals rely heavily on CRMs and marketing tools designed to chase the next lead. But what about the client you just helped? Once they’ve signed, moved in, or activated their policy, most sales systems shift focus to look for someone new.
That leaves a gap, a relationship void that national portals are all too happy to fill and profit from by selling agents these “leads” -the very homeowners they worked with in the past.
OneHomeowner closes that gap.
Instead of relying on impersonal newsletters or algorithmic re-targeting, the OneHomeowner platform gives agents an owned, branded, and personalized space to stay connected. It’s a website they can give to every past customer or prospect for managing their home - like a banking portal, investment portal, healthcare portal, or school portal.
What is OneHomeowner?
OneHomeowner is a private website, co-branded with the agent and built for the homeowner. We call them hubs. Inside this hub, homeowners receive curated tools, insights, and recommendations that are tailored to their specific property and stage of ownership, powered by the enormous force of Cotality data.
But this isn’t just a digital dashboard full of data. It’s a relationship engine.
With every click, every question, and every update, agents get valuable insight into each homeowner’s needs, preferences, and intent. That data becomes action by nudging agents when it’s time to re-engage, check in, or offer help.
Let’s break down how it works.
1. Hubs: Always-on value delivery
Each homeowner gets their own personalized hub that is built around their home. This isn’t a portal they’ll forget about. It’s where they manage real-life tasks like:
- Home maintenance
- Equity insights
- Mortgage savings opportunities
- Document storage (including insurance policies)
- Service referrals
- Appliance manuals with serial numbers
- Paint color formulas for every room
- Policy renewal tracking
For agents, this hub becomes an always-on presence. You’re not just showing up in their inbox, you’re showing up in their day-to-day journey of home ownership.
2. Activities: Intelligent touchpoints that matter
Inside the platform, homeowners engage in dozens of micro-actions: browsing service providers, reviewing equity, uploading policy documents, researching or requesting maintenance help, or exploring refinance options.
Every one of these actions creates activity signals that you and your sales team can see.
For example:
- If a homeowner checks their equity multiple times in a week, they might be thinking of selling.
- If they browse kitchen remodel ideas, they may need financing or a HELOC.
- If they set a reminder to renew their insurance policy, it could be the right moment to check in.
These behaviors don’t just live in a report. OneHomeowner surfaces them directly as agent insights, a smart notification system that helps you reach out at the right time, with the right message.
3. Opportunities: The next deal, already in motion
Not all leads are new. Some of your best opportunities are already in your database, they just haven’t raised their hand yet. According to the National Association of REALTORS, over 90% of consumers indicate that they would use their agent in a future transaction, but barely 1 in 5 do. The top reason for not using the same agent again was that the agent did not stay in touch.
With OneHomeowner, you don’t wait for your past clients to come back to you. You proactively monitor their engagement and receive opportunity alerts when signals of interest emerge, such as a nudge like, “Client viewed homes in their neighborhood - reach out.”
These aren’t cold leads. These are warm re-engagements from people who know you and value the services you provide.
Build a flywheel of trust, not just a funnel
With every transaction, you’ve already done the hardest part: earning trust.
OneHomeowner helps you keep it.
OneHomeowner is more than a sales system; it builds customer for life relationships and enables you to extend your influence beyond the transaction, building brand equity and long-term loyalty.
And most importantly, you’re giving your customers something they actually want: a better way to own their home.
Let’s turn past clients into future revenue.
With OneHomeowner, every past client becomes a future opportunity.
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