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Client Portal Training
Client Portal Training

Our client portal lets you rearrange photos, customize property websites, and market your listings to unlimited buyers and agents.

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Written by Support
Updated over 6 months ago

Module 1 - Overview

What is covered?

Portal Overview: A quick guide to navigating your client portal for managing real estate listings and marketing materials.

Adjusting Profile Photo: Simple steps to upload and change your profile picture in the portal.

Placing an Order: How to request new real estate services through the portal’s order system.

Team Configuration: Add, manage, and adjust team member roles within your account.

Social Media Link Setup: Link your social media accounts to your portal profile for seamless marketing.

Payment Card Management: Update and manage your payment details securely in the portal.

Notification Setup: Customize your notification preferences for updates and reminders.


Module 2 - Listing Overview

What is covered?

Image Captioning: Add captions to images and see how they appear on your website.

Image Management: Rearrange, group, and delete images to keep your listing organized and visually appealing.

Video and Floor Plan Links: Access direct links to your listing’s real estate video and floor plan for easy sharing.

Floor Plan Titles: Update and customize floor plan titles to better represent the property layout.

3D Content Management: Organize and display 3D tour content to give potential buyers a complete property experience.


Module 3 - Property Website Customization

What is covered?

Purchase Domains: Secure a custom domain to make your property website stand out.

View Website Analytics: Access detailed insights on visitor engagement and track where your leads come from.

Edit Property Details: Update key listing information like bedrooms, bathrooms, parking spots, and descriptions.

Customize Design Elements: Adjust fonts, colors, and logos to match your branding and enhance visual appeal.

Here are the 5 different website designs styles


Module 4 - Marketing Materials and One-Click Reach

What is covered?

Design Flyers and Social Media Cards: Create professional, branded flyers and social media cards to promote your listing.

Generate Posts: Quickly make engaging posts tailored for various social media platforms.

One-Click Outreach: Use one-click tools to share your materials across multiple channels instantly.

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