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Wealth building resources
Help your clients leverage their largest asset to their benefit — their home.
• Monthly home value & equity updates.
• Recommended projects that raise home value.
• Market insights & purchasing power assessments -
Home management tools
Homeowners can keep track of everything from paint colors, reliable contractors, appliance warranties, when to replace an air filter, and much more.
• Customized home maintenance plans
• Reminders of home management tasks
• Access to cost estimates & trusted service professionals -
Always-on nurturing
OneHomeowner automatically delivers a steady flow of personalized communications to your client base, custom branded with your information. Emails contain timely, relevant information so you stay top of mind, and they can easily contact you. -
Agent management dashboard
Your OneHomeowner dashboard gives detailed information on every one of your clients, including their equity positions, how they are engaging with the platform, and when they may be ready to buy or sell again.
Features and Benefits
Personalized home portals for your clients
Need help?
Be on the lookout for useful tooltips throughout Cotality products.
For support, please visit the OneHomeowner Help Center.
Learning path
How-to videos and practical guides
Quick how-to videos and practical guides—all designed to help you get the most out of OneHomeowner. Learn at your own pace, revisit topics anytime, and turn knowledge into action that drives your business forward.
OneHomeowner Essential Skills