HIS Portal - Getting Started

We’re excited to announce that our new Client Portal is now available! We encourage you to explore and take advantage of this new tool to help you serve and interact with your clients.

The new Client Portal gives you:

  • visually striking way to share listings with your clients that looks great on computers, laptops, and smartphones.
  • More ways to interact with your clients, including a built-in listing chat feature.
  • Deeper insights into your clients’ interests and level of engagement, with activity reports and flexible notification options.

The new Client Portal gives your clients:

  • A new and elegant way to easily browse listingsrate them, and contact you, all keeping you front and center.
  • The power to do their own MLS searches, and save their favorite searches.

And the Client Portal does not change or replace any of the other REsearch features that you rely on today. It’s simply another tool that you can use to better serve your clients!

The Client Portal is now available, but we are still working on additional enhancements, and we will make improvements quickly based on your feedback. Indeed, your comments, suggestions, and bug reports are especially valuable. We strongly encourage you to send us any feedback by email to portalfeedback@hiinfo.com, or by calling customer support at (808) 599-4224.

This Client Portal help site will continue to be expanded and improved, to provide additional instructions and guides to help you get the most out of this new agent tool.

Top Features of the Client Portal

We’ve built dozens of great features into our new Client Portal, wrapped in a beautiful new design. Here are just six of the ways that our new Client Portal can help you better engage with your clients!

1. Puts you front and center

Every client portal is prominently branded with your name, headshot, and contact information, and you can show your certifications, set a tagline, and include an intro and even a full biography!

2. Clients can browse and rate listings

The heart of the Client Portal is a great new way to share, browse, and rate listings. Whether it’s a collection of specific listings that you’ve sent them (“Great 3BR Homes for Kids”) or a saved search, your client can easily browse through them, and then rate them with simple “Like,” “Love,” or “Dislike” buttons… giving you insights into your clients’ preferences!

3. Clients can search the MLS

In addition to viewing and rating listings that you’ve shared with them, clients will be able to do their own searches and set up saved searches. And as their agent, you will be able to see what searches your clients set up — valuable information you can use to provide even better service. For this, we’ve built a brand new search experience that we think you’ll love!

4. Useful and flexible notifications

With a range of notification options, the Client Portal can keep you up to date on your clients’ level of interest. From icons and drop-downs that give a quick rundown of recent activity, to daily or immediate email alerts, you’ll know when a client is engaged. (Coming soon: text message notifications!)

5. Looks great on any device

Have we mentioned that the Client Portal is beautiful? Not only did we design it to be clean, elegant, and intuitive, but we built it to adapt to any screen size. Whether your clients use a computer or laptop, tablet or smartphone, the Client Portal will look great.

6. Works with REsearch

You can set up and manage portals, share listing collections with clients, and set up saved searches from inside REsearch. The Client Portal is a complementary addition to your toolbox, and does not change or replace any REsearch features or tools that you may already rely on!

Featured Client Portal Guides

An Introduction to the HIS Client Portal!

Aloha!We put together a quick, fun video that demos how the HIS Client Portal can…
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Main Components of Portal

Here is an overview of the main components of the Client Portal: REsearch 6 REsearch…
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How to Log In to Portal

Agents will log in to the Portal through REsearch.  Once Logged in, expand the "Contacts"…
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Setting Up a New Portal

Prerequisites: You must have an existing contact saved to REsearch This contact must have a…
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Portal Administration

Each one of the rows on this table represents an individual Portal that you have…
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Email Listings to Clients via Portal

In this scenario, you are in the MLS system and start by searching and then…
MORE

Using REsearch6 Prospecting in Portal

REsearch's prospecting works directly with the Client Portal.   If you have existing prospect searches…
MORE

All Client Portal Guides

All (MLS) Help Portal Admin Portal Help Portal Client Side Portal Getting Started Portal Notifications

(MLS) Client Portal – Client only features

When viewing your client's portal through the Portal Admin, there are certain functions reserved only…
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An Introduction to the HIS Client Portal!

Aloha!We put together a quick, fun video that demos how the HIS Client Portal can…
MORE

Create a New Portal from REsearch Search Results

From Search Results In this scenario, the agent has met a new client and has…
MORE

Email Listings to Clients via Portal

In this scenario, you are in the MLS system and start by searching and then…
MORE

How to Change your Default Portal Branding

Prerequisites You have already logged in to REsearch Step 1:  Go to Portal Admin Step…
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How to Check your Portal Notifications

Portal Notifications can be checked by accessing Portal Admin. You'll see little red circles and…
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How to Log In to Portal

Agents will log in to the Portal through REsearch.  Once Logged in, expand the "Contacts"…
MORE

How To Manage An Existing Portal

Prerequisites: You need to have an existing Portal You have logged in to REsearch 6…
MORE

Main Components of Portal

Here is an overview of the main components of the Client Portal: REsearch 6 REsearch…
MORE

Portal Administration

Each one of the rows on this table represents an individual Portal that you have…
MORE

Setting Up a New Portal

Prerequisites: You must have an existing contact saved to REsearch This contact must have a…
MORE

Using REsearch6 Prospecting in Portal

REsearch's prospecting works directly with the Client Portal.   If you have existing prospect searches…
MORE

Glossary of Portal Terms and Names

Collection

A collection is the name of the grouping of listings that you send to your client. It is also be a saved search. A collection is represented by a "card" on the Portal Home Page.

Listing Details Page

The listing detail page is a page dedicated to a single listing that shows data, photos, and maps.

Portal Admin Page

The Portal Admin Page is the first page you encounter when clicking the "Portal Admin (Beta)" button in REsearch6.

Portal Home Page

The Portal Home Page is the "Landing" page that your client will encounter when they visit your portal. It is the main page where all shortcuts and links and information will be given to them. It will look something like this:

Portal Menu / Navigation

There is a "three bar" link in the top left of the page. Clicking this will expose the primary navigation of the site. The contents of this menu will changed if you are looking at it as an agent or looking at it as a client.

Portal Menu - Agent View

You should see the following items:

  1. Portal Admin - This will take you to the Portal Admin Page
  2. New Search - This will allow you as the agent to perform searches limited to Active and Contingent listings
  3. Log out - Log out of the application. You'll need to go back to RE6 to log in again.

Portal Menu - Client View

You should see the following items:

  1. Portal Home - This will take your client to their own Portal Home Page
  2. New Search - This will allow you as the agent to perform searches limited to Active and Contingent listings
Search

The search results page displays search results and listings in a collection.  When performing a "new search", the user is presented with the search filters.  When viewing a collection, then the filters are not present, and only the listings and the map are visible.