Agents will log in to the Portal through REsearch.  Once Logged in, expand the “Contacts” section of your menu and click “Portal Admin”.     A new tab or window will open and Portal will log you in automatically.  You’ll then see the “Portal Administration” page where you can create new Portals, manage existing Portals, and see your Portal notifications.   Remember, once you log in to Portal it will remember that you are logged in even if you close your browser or open a new tab.  Be sure to log out when you are done.

In this scenario, you are in the MLS system and start by searching and then sending the results to a new or existing client through the portal.

REsearch’s prospecting works directly with the Client Portal.   If you have existing prospect searches or if you just created one, you may add that search to your Client’s Portal. Prospects Overview help guide Go to Prospects Locate the Client and search you would like to send to the Portal Click the Edit button Select “Add Collection to Portal” Enter a name for the collection. This is what will display for your client. Please be descriptive with the naming. Click here for an example of what your client will see within their Client Portal You may also notify your Client … Continued

Each one of the rows on this table represents an individual Portal that you have created for the clients that you have stored in REsearch sorted by your client’s first name. Not all of your Contacts will have a Portal unless you make a Portal for all of them. From here you can See your client’s name Open the Portal to administer it. Copy the URL of the portal to share it with your client. Show the activity and history of that portal See when you created this portal See when your client’s last activity occurred See a summary of … Continued

Prerequisites: You must have an existing contact saved to REsearch This contact must have a first name, last name, and email address Step 1:  Log in to Portal   Step 2: Click “Create Portal” button Step 3: Choose your contact Step 4: Open the new Portal   Step 5: Add a Collection or Saved Search     Step 6: Share the Portal with your contact – Copy the link   Step 7: Send the link to your client via email or SMS or any other channel you feel appropriate

Here is an overview of the main components of the Client Portal: REsearch 6 REsearch 6 is the main way that agents will access the Portal.  While not a part of the Portal codebase, it is the starting point for all Portal-related workflows. Portal Administration Page The Portal Administration page lists all existing portals and allows the agent to manage individual Portals, or manage the global Portal settings. Portal Home Page The Portal Home Page is the main page that you and your client will have in common. You will be able to customize your branding on this page, create … Continued