This preview mode ensures you're familiar with the client experience and can confidently answer questions or troubleshoot as needed.

The Agent Preview feature in OneHome allows you to see exactly what your clients will experience when viewing listings and using the platform. This section provides a firsthand look at the layout, tools, and features available in OneHome, enabling you to better support and guide your clients during their home search.

With Agent Preview, you can:

• Explore the client dashboard
• View how listings are displayed
• Test collaboration tools such as favorites, comments, and notes
• Understand what your clients see when you send them listing recommendations

To use this feature, please follow the steps outline below.

❶ Click (Contacts)

❷ Click (Contact Name)

❸ Click the drop-down menu and select “OneHome Searches” to view saved searches by Client.

❹ Select “Auto Email” in the drop-down menu.

❺ Click the Auto Email to expand the options.

❻ Click (Open in OneHome)

❼ In agent preview you will not be able to like or dislike properties

❽ Click (Listing)

❾ Listing details overview-

(Schools)

(Drive Time)

View Public Record Data

⓭ OneHome highlights you as the agent throughout the entire OneHome experience allowing clients to sent a note directly to you.

⓮ Click (All Listings) to return to the page

⓯ Click (My Properties) to view properties sent to client