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.
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
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
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.
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.
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
The dropdown on the photo screen that displays photos for a specific MLS number. See screenshot below for example. All functionality with the action menu at the bottom of the page works as expected.
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.
1. Search for listings 2. Enter in search parameters 3. Click Save Prospect Error message displays incorrectly
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
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
Here are the changes to the header: The header bar no longer contains the primary navigation the three-bar “hamburger” icon will allow you to hide or show the navigation bar to give you a more spacious work space Clicking your name in the header will expand the “account drawer” with shortcuts to account-specific activities Clicking the Logo will bring you to the dashboard Here are the changes to the primary navigation: Navigation has been moved from the header to the left side of the screen The navigation is hidden by default on small, mobile devices The navigation drop-downs can be … Continued
Chrome It seem because Chrome lets you navigate away from the print preview and back to the main page. when clicking on a link the system seems to freeze. Search and view MLS one liner Print page View preview but don’t cancel or print. Click back to main site page Click on an MLS or TMK number Poi pounder just sits frozen ***Training issue While the print event is active all other browser activity does not work. There is no known solution from within REsearch, this is a browser issue/safeguard/feature.
View Prospects Switch view to show all existing contacts If contact is not a prospect then Expiration date displays incorrectly
1. Improved UI and UX Modern User Interface and User eXperience 2. Mobile Responsive Adapts to desktops, tablets, and smartphones 3. Streamlined Input Form More intuitive, new Wizard Mode 4. Better Performance Hardware, software, and network upgrades
When emailing brochure all photos are being displayed. I don’t think this is by design. That’s a whole lot of photos.
The content of this page remains largely unchanged. Formatting and spacing has been changed to improve readability.
This is feedback from a Beta Tester! Thanks for your feedback! The problem is, you can clear search, type in a new MLS, and it will pull up a Summary (I have MLS + Summery as default display), but NO MLS information. I have to do the logout/login thing.
Despite the “immediate” setting, REsearch is sending out emails the next morning. ***No longer an issue. fixed some time ago.
This comes from a Beta Tester! Thanks for your feedback! 1. Set up search to display “MLS ONE LINE” and “SUMMARY 2. search with an MLS number 3. observe missing MLS data, but summary data appears 4. log out, log in and try again and it works.
This comes to us from a Beta Tester. Thanks for your feedback! “I am unable to search “my holdings” from beta”
Browsers on iOS devices sometimes reload pages automatically, and this can sometimes cause the user to be logged out. This is a common frustration with Safari on iOS (example), and may be less common on newer devices. Suggested workarounds include turning off “Background App Refresh” in Settings: To do this, go to Settings > General > Background App Refresh, and turn this feature ‘OFF’
It sure will. REsearch 5 and 6 use the same database and the same Prospect Back-End so it will transfer over.