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
Prerequisites: You need to have an existing Portal You have logged in to REsearch 6 Step 1: Go to Portal Admin Step 2: Select an existing Portal Step 3: Make your changes Be sure to click the “save” button when you are done.
Portal Notifications can be checked by accessing Portal Admin. You’ll see little red circles and numbers that indicate notifications. There is a bell in the top left that, when clicked, will show you all the notifications you have in chronological order. Clicking the “bell” button next to a contact’s name will open a page that lists all notifications for the selected contact. Clicking the Notifications menu item in the navigation menu will open a page that lists all notifications for all contacts.
Maximum number of Portals per contact: One Maximum number of Portals: 5,000 Maximum number of chat messages per listing per portal: 1,000 Maximum number of characters per message in chat: 1,000 Maximum number of Agent-created Collections or Saved Searches per Portal: 50 Maximum number of Client-created Saved Searches per Portal: 50
Prerequisites You have already logged in to REsearch Step 1: Go to Portal Admin Step 2: Click “Portal Preferences” Step3: Expand the section you want to edit Step 4: Make your edits and click the “Save as Defaults” button Step 5: Check out your changes on a new Portal
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
Comments, Questions, Anything: How do I remove Addenda from a closing listing? Thank you! Answer: Once a listing is in Sold status, please contact HIS support to make changes to the listing. This also includes removing addenda.
From Search Results In this scenario, the agent has met a new client and has not yet created the contact in REsearch 6. The agent has already started a search based on an in-person discussion and is ready to send the Portal to this new contact. When the agent clicks the “Email Via Portal” option from the search results Since this new contact does not yet exist in REsearch6, the agent clicks “Add New” The agent fills in the form that becomes exposed after clicking the “Add New” button. After clicking “Save” (#4 in the image … Continued
REsearch includes the ability to display what and when the search parameters were used to get the search results. In order to activate this feature, click on Standard Search or Search for Listings as you would do so to perform a search: On the search form for Search for Listings or Standard Search, click on the blue Format button at the top left hand corner to open a drop down menu, in that new window click on Options: In the Options Tab will be an option to enable Show Search Recap. Checking the box next to … Continued