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!
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.
The listing detail page is a page dedicated to a single listing that shows data, photos, and maps.
The Portal Admin Page is the first page you encounter when clicking the "Portal Admin (Beta)" button in REsearch6.
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:
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:
- Portal Admin - This will take you to the Portal Admin Page
- New Search - This will allow you as the agent to perform searches limited to Active and Contingent listings
- 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:
- Portal Home - This will take your client to their own Portal Home Page
- New Search - This will allow you as the agent to perform searches limited to Active and Contingent listings
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.