Aloha,

Thank you for attending the WHAR, HIS Client Portal workshop! We hope it makes interacting with your clients just a little bit easier.

Included is a detailed recap of our session and a couple of other tips we might not have had time to cover.

 

Section 1a – Adding a Prospect Search to a Client Portal
Section 1b –Sending search results to a Client Portal
Section 1c – Tips

Section 2a – Accessing the Portal Admin
Section 2b – Accessing the Portal Admin – Portal Preferences
Section 2c – Tips

Section 3a – Your Default Branding
Section 3b – Your Default Notification Schedule
Section 3c – Tips

Section 4a – Viewing your Client’s Portal
Section 4b – Viewing your Client’s Portal Example
Section 4c – Collection Example, Listings Sent from Agent
Section 4d – Tips

Section 5a – Rating Listings (Client function only)
Section 5b – Tips

Section 6a – Client Portal Chat Icon Locations
Section 6b – Tips

Section 7a – Portal Admin, Notifications
Section 7b – Marking Notifications as Read

Section 8a – Client Portal Search
Section 8b – Client Portal Search, Saving Collections
Section 8c – Client Portal Search, Advanced Search Help

Here is the Client Portal Help link that is included when sending your client an email to their Portal from within REsearch:
Click here 

 

— Section 1a – Adding a Prospect Search to a Client Portal 

When to use this section –

• You already have an existing Prospect search within REsearch and would like to add the matched listings to your Client’s Portal
• You have an existing Client Portal and would like to add an newly created Prospect search to the Client Portal

Main Menu > Contacts > Prospects > Locate the desired Prospect search > Click Edit > Select Add Collection to Portal

Adding a Prospect Search to a Client Portal
Prospects > Edit drop-down > Add Collection to Portal

If you choose to send an email to your client at this time, here is an example of the email they receive and the placement of the different sections of information.

Client received email example

The system generated section includes the custom link your client will use to directly access their portal. More specifically, this link takes them directly to the collection you just added.
The REsearch email signature included in my example is created/edited within REsearch: https://www.help.hiinfo.com/emails-sent-from-within-research-createedit-my-email-signature/

 

— Section 1b – Sending search results to a Client Portal

When to use this section –

• You would like to create a new Client Portal and would like to send search results as a collection to the new Client Portal
• You have an existing Client Portal and would like to send search results as a collection to that existing Client Portal

Sending search results to a Client Portal
Run a search > Locate the “More” action button > Email Via Portal

 

Run a “normal” search for the listings you would like to send to your Client’s Portal
Once you see the search results you would like to send, locate the More button. Make your selection of Page/Checked/Not Checked from the options.

• Choose an existing Contact from the drop down
• Click Add New to create a new Contact

 

If you choose to send an email to your client at this time, here is an example of the email they receive and the placement of the different sections of information.

Client received email example

The system generated section includes the custom link your client will use to directly access their portal. More specifically, this link takes them directly to the collection you just added.
The REsearch email signature included in my example is created/edited within REsearch: https://www.help.hiinfo.com/emails-sent-from-within-research-createedit-my-email-signature/

 

— Section 1c – Tips

Prospect searches sent to your Client’s Portal will update automatically as REsearch’s prospecting system adds and removes matches. Please keep in mind, REsearch will still be the main system to send auto prospect emails. Please remind your client that when receiving a Prospect Email from REsearch, they can also view the listing within their Client Portal.

 

Below is an example of how the Collection Titles will display within your Client’s Portal. We recommend being very descriptive with the Collection Titles so everyone knows what is contained at a glance.

 

 

 

 

— Section 2a – Accessing the Portal Admin

The Portal Admin is where you will manage all your created Client Portals, notification settings, and customization.

 

— Section 2b – Accessing the Portal Admin, Portal Preferences

Accessing the Portal Admin – Portal Preferences
Location of the Portal Preferences button

— Section 2c – Tips

By default the number of entries on the Portal Admin homepage is 10.
The number of records displayed can be changed by using the indicated drop down.
You may also step to the next page or jump to a particular page using the buttons located at the bottom of the page.

 

— Section 3a – Your Default Branding

You may customizing the default branding displayed on each newly created Client Portal. Below should give you an idea of where each customizable section will display.

Example of a summary being displayed

 

— Section 3b – Your Default Notification Schedule
(scroll down past Your Default Branding)

Your default notification schedule is where you will control how often and by which method you are notified of your Clients’ actions within their Portals.
This schedule by default is set to Notify you daily via email summary.
Changing the default schedule will be by your preferences. Please look over the options.

— Section 3c – Tips

Look for the exclamation mark icons. Hovering over these will display additional tips regarding the selection.

Remember to save any changes you make. Each section within the Portal Preferences includes it’s own save button.
The Notification Schedules include two choices when saving. These save buttons also include hover help with more details.

If selecting one of the Text options, the message will be sent to the Mobile number entered in the My Profile section of REsearch.
How to update my email address, phone number, contact information, etc. 

Here is an example of an Agent received text message informing of actions taken by your client.
(Android Messages screenshot)

 

— Section 4a – Viewing your Client’s Portal

The screen shot below highlights two of the icons attached to specific clients.

 The copy icon will place your client’s unique Portal URL into your clip board. You can then send/resend the link to your client by pasting it into an email or preferred messenger service.

 The redirect icon will allow you to view your Client’s Portal while in Agent View. You can then see what they see, have certain interactions with your client, and further customize their Portal experience.

— Section 4b – Viewing your Client’s Portal Example

Below is an example of what your client sees when viewing their Client Portal

If you compare the Client View Vs. Agent View you will notice a couple of differences

• Upper left corner includes a Welcome Message your Client sees. In Agent View you will see “Viewing Portal for”
• If your client has not yet started using the Rating System, you will not see the section titled “Your Client’s Name’s Listing Activity”
  Once they start, this section will be shown and start to populate with listings
• Towards the bottom includes a section called “Your Client’s Name’s Saved Searches”
  This section also includes a button for your client to click and start searching on their own. You do no see this button in Agent View

 

— Section 4c – Collection Example, Listings Sent from Agent

When viewing a collection on your Client’s Portal Homepage there are a couple of ways to view the listings contained within.

• Click directly on the displayed image to view that listing’s information
• Scroll through using the arrows, then click on the image of the listing you would like to view
  (only the first 10 are displayed when scrolling)
• Click the bottom of the card to view all contained listings in a search results layout

 

— Section 4d – Tips

In order to further customize your Branding for specific Clients:
View the specific Client’s Portal 
Within your branding look for the edit button, click it

Any updates made within this form will be specifically for this client.
Remember to save any changes.

 

— Section 5a – Rating Listings (Client function only)

These examples are to demonstrate where your client will be able to use the ranking tools on individual listings.

Search Results layout – Each listing displays the ranking icons

 

Individual Listings

 

Client Home Page example
Once your client starts using the rating system, the listings will begin to be grouped on their homepage.
They will be displayed at the top of the listings section, placed right under your branding section.

 

— Section 5b – Tips

In order to view all listings within a rating grouping, click directly on the icon/number:

We strongly recommend encouraging your clients to use the ratings. Once they start and see the nice groupings hopefully it will give them incentives.
If they every mention wanting to save listings or keep an eye on listings, you can suggest using the ratings to give the properties a highlight.

 

— Section 6a – Client Portal Chat Icon Locations

Examples of the location of the Chat Icon:
Search results layout

 

individual Listings

 

— Section 6b – Tips

• A chat can be initiated by either you or your client
• Each chat will be associated with a specific listing

 

 

— Section 7a – Portal Admin, Notifications

As your clients start interacting with their Portals, notifications will start to display on your Portal Admin homepage

 

The Bell icon located in the upper right corner will display ALL notifications from ALL of your clients.
Please be aware of the names associated with each entry.
You may also click the link included to jump directly the listing your client was interacting with.

 

In order to view notification specifically for a single client, click the Bell icon associated with that client
Viewing individual notifications gives you a little bit more information including the timestamp of the action.

 

— Section 7b – Marking Notifications as Read

Marking notifications as read will help keep your Portal Admin homepage organized.
Marking entries will lower the notification number indicated by the red circles

You may clear individual notification by hovering and clicking within the Read/Unread column.
You may also Mark all as Read by clicking the link above the column. “Mark all as Read”

 

— Section 8a – Client Portal Search

As an agent, the Client Portal Search can be found within the main Navigation:

 

 

— Section 8b – Client Portal Search, Saving Collections

A very important button to point out to your client is the Save Search button.

 

If you save a Collection from the Portal Search for your client, the Collection will be placed within your section
If your Client saves a Collection, the Collection will be placed within their section

 

— Section 8c – Client Portal Search, Advanced Search Help

 

The Search bar will accept a wide range of inputs. Your client will most likely instinctively enter in place names such as subdivisions or street names.
Displaying the Advanced Search help will display all the fields the search bar will be able to accept.