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 liked, loved, and disliked listings
• Delete the Portal

See your client’s name

Your client’s contact information comes from REsearch MLS. Please confirm that the spelling and email address that you see here is the same as in REsearch.

To test this, go to REsearch, edit your contact, and then come back to Portal. The changes you made should be present in this list.

Open the Portal to administer it

Click the  icon to open the Portal as an agent. At very top in a dark blue band with white text, it will say “Welcome Back, . Viewing Portal for “. Make sure that your name is correct. Make sure that your selected client’s name is correct.

Copy the URL of a portal to share it with your client

Click the  icon to copy the URL of the Portal. The address is now saved on your device’s clipboard. You can now paste it in to an email or in to a text message or any other messaging applicaiton that you use with your client.

You can test the link by opening the link in a SEPARATE BROWSER. For example, if you are in chrome, test this link in Firefox. If you are in Safari, test this link in Chrome. If you are not sure what browser you are using, you can skip this.

Show the activity and history of a Portal

Click the  button to show a detailed report of your client’s activity in the Portal. It will show you what they clicked on, when they clicked on it. What they liked, then un-liked and then liked again. It will show every time they opened the Portal.

Once your client uses their link, or when your client interacts with the Portal, you’ll see this page start to fill up with content. Until then you’ll see a lot of empty lists. Come back to this page when your client (or when you) has had a chance to interact with the portal to see all the things your client did.

See when you created a Portal

The date you create a Portal is on this page.

See when your client’s last activity occurred

The date that your client last touched the portal and liked a listing, saved a search, visited the portal or clicked a listing.

You can test this once your client has had a chance to interact with the Portal.

See a summary of liked, loved, and disliked listings

This section of the report tells you counts for Loved listings, Liked listings, and Dis-Liked listings.

You can test this once your client has had a chance to interact with the Portal.

Delete the Portal

If you no longer want this client to have access to the Portal, you’ll need to delete the Portal from the Portal Admin Page.
When you click the  button in the Portal application, it will ask you if you are sure and remind you that all history and data attached to this Portal will be deleted and that this process cannot be undone. Once you confirm that you’d like to proceed, the Portal will be deleted and will be removed from the list.