Client Portal

In Client Portal, you can create roadmaps for your clients that allow you to clarify the long, complicated process that is closing on a property.

9 articles in this collection
Written by Alex Masterson

New to Client Portal? Start Here!

This article explains which processes need to be completed in order to get Client Portal ready for your clients.

Written by Alex Masterson
Updated over a week ago

Logging Into Client Portal (Agent Perspective)

Written by Alex Masterson
Updated over a week ago

Getting to Know the Dashboard in Client Portal

Written by Alex Masterson
Updated over a week ago

Building a Roadmap Template

In Client Portal, you can create timelines (or roadmaps) for your clients that show them important information, dates, and milestones.

Written by Alex Masterson
Updated over a week ago

Deleting a Roadmap Template

Written by Alex Masterson
Updated over a week ago

Assigning a Roadmap Template to a Transaction

Written by Alex Masterson
Updated over a week ago

Removing a Roadmap Template from a Transaction

This article explains how to unassign a roadmap template from a transaction.

Written by Alex Masterson
Updated over a week ago

Sending a Branded Client Portal Link

Written by Alex Masterson
Updated over a week ago

Logging Into Client Portal (Client Perspective)

Written by Alex Masterson
Updated over a week ago