Good morning, everybody.
My name is Josh Hernandez, and today we are going to be taking a look at the Flexmls client portal. And this class will be basically an introduction to using the portal. And we do have a class coming up in about a month that will be a sort of follow-up to this where we’ll go into some frequently asked questions that we have when people are using the portal. Now before we begin today, we are using GoToWebinar.
So that means if you need to ask any questions, you will be muted, but you can open your GoToWebinar control panel and click on that questions option. And we have both Anne and Amy and actually Rob also joining us on the line to help answer If there’s something that I can demonstrate they’ll let me know that, so I can always demonstrate things after I’m done with the initial presentation.
Also, if you have audio issues or a bad connection or if you need to leave, this is being recorded. We will send you that recording in approximately twenty four hours. Also note, I am demonstrating today in the Fargo Moorhead Association of Realtors with most of my examples, but everything that I show you will be able to be done in your MLS. All of the workflows will be the same.
If there are any differences that may happen, I will let you know. And the topics we’ll take a look at today, I’m going to cover four things in about the next forty minutes. And first, just what is the client portal for Flexmls? A little bit about inviting contacts to use the portal, and when they are using the portal, how do you tell what they’re doing within the portal?
I’ll cover working in Flexmls, working on behalf of a contact and what that means and how that works with the portal, And then we’ll end with a few portal preferences. So first, before we get into actual screens where I give you a live demonstration, let’s cover what is the client portal.
So the portal is a website for viewing and tracking listings. In the portal we will be able to see a news feed and I’ll show you what this looks like from the client’s point of view in a few moments. But the News Feed, if your contact has an automatic email update, the subscription, there is the News Feed in the portal so they can always see all of the updates that they’ve received from you previously in one newsfeed.
They don’t need to go back to your previous emails that sent the update. They can just see those listing updates in the newsfeed.
But more than that, if you save any searches for a contact, that contact, when they log into the portal, will be able to see any of those agent saved searches. They can see them with real time information as well. So if there’s a status change or a price change or new listings match that search, they’ll see that immediately when they’re in their searches within the portal.
They also have the ability to search for listings, so they can create their own searches. And as they’re looking at listings that they’re searching for or the ones that you’ve provided in your searches or their news feed, they can keep track of listings and mark them as favorites.
They can also mark them as hidden, which would remove them from their news feed or from the search results screen.
So we’ll take a look at what the contact sees here in a moment.
But let’s begin with one of the most common questions that we get when we start discussing the portal in Flexmls is why would a contact use your portal? So I like to just point out a few key advantages over third party apps that your prospects may have used previously.
So usually by the time somebody reaches out and starts working with somebody in the real estate industry, a realtor or otherwise, they’ve probably already gone online, gone to third party apps like Zillow or something like that, and looked at listings. At the same time, it’s very possible because once listing is out in the wide open Internet, sometimes there are data feeds that are outdated.
So somebody may look and see a listing that looks like it’s online and active. They’ll ask you about it, and it is actually not an active listing because it’s on an outdated data feed or a page with an outdated data feed. So when they’re in your portal, they get real time listing data direct from the MLS. It’s the same listing data that you receive when you’re logged into the MLS.
The only difference here is they see the public version, so they don’t see all of the listing data. When you log into Flexmls, you, of course, see all the listing data, all those private fields, agent only remarks, and things like that. But just the same, even though they’re viewing the public version, it’s real time information always direct from the MLS.
Number two, they’ve already reached out to you in some way. So when you invite them to use the portal, that’s a way that connects them to you. And I’ll show you they can send you messages through the portal. You can respond to messages. And so if they have a listing that they are interested in, they can message you directly from the portal.
You’ll get that message in your Flexmls messages or your email, and then you can begin that conversation with them. So it’s a great way to build that connection with them that you’re already establishing at this point. So that’s just kind of one of those why would they use your portal.
And I’m going to come in here, and this is the last screen I’ll show before we get into some live demonstrations of functionality and that is how do you invite somebody to use the portal.
So if you’ve used a subscription previously, that just sends auto email updates for new listings via email. And somebody doesn’t have to sign in to view the subscription updates. With the portal, they do need to sign in. You need to invite them and they log into the portal with a username and password.
And so I’ll show you right now how do you invite somebody to use the portal. I am going to go from here and I’m just going I’ve already got Flexmls open in my other screen. And with this, I’ll go into contact management.
Now if I have an existing contact like Aaron and I see they’ve got this portal column on their contact management page, it says it’s off. I could just come in here and I’ll show you how to invite somebody like Aaron to use the portal.
Let’s actually come in and add a new contact. So I’ve got a quick add this bar right at the top of my contact management screen. If you don’t see that quick add it’s under advanced and under preferences, show hide that little quick add bar.
But I’m gonna add a new contact, Carolyn and Smith, and we’ll give her an email address.
And you’ll see when I do a quick add, I could turn the portal on for Carolyn right here, but I’m actually going to just add Carolyn. So here’s Carolyn. I can come in since that was a quick add. I could add a phone number and other things, but I’ve got the important things, her name and an email address.
So when I come in here, again, you could put in additional information, but not really necessary for what I’m about to do, which is invite Carolyn to use the portal. So I’m going to click over on her portal tab.
It is that fourth tab over right after activity searches portal.
If you have a contact and would like to invite them to the portal, step one, when you come to the portal tab, just make sure if it’s off, turn the portal on and then there is an invitation right at the bottom of the screen. So I will click on invite to portal and here you are going to see a welcome message. This is preprogrammed in.
It’s actually that message is found in your portal preferences, and it should look very much like mine does on the screen right now. I can always customize that. I can say, hi, Carolyn. And when I invite Carolyn, she’s going to get this message. It’s got a video that she can watch to get an idea of how she can use the portal. It also lets her know that she can download an app for her iOS or Android device. So whatever type of phone she has, she can download an app.
Now that is optional. They don’t need to download the app. I’m just going to show you what Karen or Carolyn receives, on if she were to open this on her mobile device right now without the app. So we’ll come back to the app maybe. But for right now, I’ll come in here and I’ll just click on ‘Send’. So I’ve just sent an invitation to Carolyn to use the contacts or the client portal.
And we’re gonna pull up her inbox right now.
And you cannot break into your client’s inbox like I have on my screen. But just to show you, what did Carolyn receive from me? So this would say your name. In this case, my Flexmls training account via Flexmls. And that’s the invitation. And it would say your name, Josh Hernandez. In this case, it would say has invited you to sign up. Hi Carolyn. Welcome to your personalized home experience. She gets this. She can watch that.
And to start using the portal, Carolyn just clicks on sign up and then she’s going to come in. It’ll have her username already in. That’s just her email address. She has to set her own password. You won’t know your contact’s password. In contact management on their record, you can send a password reset. So if Carolyn gets logged locked out, she doesn’t remember it, you can send her a reset link.
She has to confirm she’s not a robot. And then, of course, she clicks confirm. Oops. Might have typed in that password incorrectly here.
There we go. And now I’ll zoom in on that screen a little bit. So now Carolyn’s logged into the portal. Now I haven’t saved any searches for Carolyn or anything like that. I just invited her to use the portal. So when she’s on a full size web page, like I have my screen out right now, she sees it optimized for the full screen.
We’ll talk about this little blank section here that’s on my, homepage. She sees there’s a homepage, a search, sage, news feed, and messages. And I’m just going to illustrate that if she would have opened this on her mobile device, that changes and that’s going to reflect that she’s on the mobile experience. So it’s a nice smooth experience no matter what size screen she opens that on.
And up at the top we’ll see what this looks like for somebody who’s actively using their portal. But in this section I’ll see or Carolyn can see any listings that she marks as saved, any searches that I’ve saved for her. She can also click on these three dots or three lines, go to her news feed. Those would be listing updates and she can run her own searches here as well.
So she could put in whatever it is she’s looking for. Maybe location, beds, baths, list price, square footage, whatever it happens to be. Let’s do thirty five hundred feet and list price.
Maybe Carolyn’s looking up to one point two million. And so Carolyn, as she’s building that search, she can tap to view the results, start viewing the results here, and this is, like I said, responsive to screen size as well.
So if she were looking at this on a full desktop site, she can see the search results here as well as where they’re located on the map and I’m just using that scroll wheel to zoom in on the map to see where they’re located. If she wants to drill down to the details of one of the listings, she taps and again if she were on her mobile device that’s optimized for a mobile device when she’s looking at that.
If she wants to keep track of the listing, she just taps on Save Share at the bottom and she can save it. And we’re going to see that or Carolyn will see that in her saved listings over here. So even if I have never created a search for Carolyn, all I’ve done is invite her to use the portal. She can still start searching for listings and start saving them.
And back in Flexmls, I’m going to be able to see what she’s doing. So I’m just going to again move this over to the side of the screen and back inside Flexmls. I’ll just reload contact management and we’ll search for Carolyn here in contact management. And I’m going to be able to see on her portal tab where she’s marking listings now as saved listings.
That search that she ran in West Fargo, that’ll take a few minutes, but that will actually populate under here. I can see what she’s searching for. So even if I don’t have a search or listing updates going to Carolyn, we can invite her to use that portal. Now I’m going to come back right here and, we talked a little bit about what the contact receives.
And I showed you the invitation that Carolyn received and that portal access, the news feed. I’ll show you another example of somebody who has listings. Agent saved searches. We saw how they can search for listings, mark listings as favorites.
Let’s also look at sharing listings or contacting you from listings. And I’m going to do that, let’s see. Before I change that out, I’ve got a contact that’s getting updates for me, that has saved searches, and is looking at listings. So we have Megan Phillips. And when I come to contact management, I see that contact activity. We’ll drill down into that in a little moment.
But on Megan’s record for this contact, I’ve got a lot set up for Megan already. If I were to look at her searches and subscriptions, I have three searches. Each one of these is sending updates to Megan. So when something new comes on the market that matches the search, that’s a subscription. We’ve set that up for Megan previously so it’s sending her updates.
And I’ve also given her given her access to use the portal. So here, we’ll see her portal’s already on. She’s marked five listings as saved. I’ve recommended. I’ll talk more about that as well. I’ve recommended two. She’s removed listings, and I can see what she’s been searching for inside the portal. So I can see the search parameters.
It looks like bedrooms four plus list price a million plus city of West Fargo.
And I can also just look at those results that Megan has done here. So I’m here. I just clicked for Meghan’s record in contact management. This these are the search results and I can see one of these she actually marked as a favorite. She put a star on that. So I can drill down start seeing what’s going on here. And so when Megan has so many things going on, she’s getting updates for me.
I’ve invited her to the portal. She’s marking favorite listings.
I’m going to show you what that looks like from Megan’s point of view. So this is Megan’s inbox and Megan, like I said, she’s getting all of these listing updates for me from the subscription. And I’ve got a really she has three subscriptions. So you can see she’s getting updates every few minutes from me just so I knew there would be something for today’s presentation.
But when she clicks on one of these and looks at the update and says she wants to view that listing, when she clicks on it, Megan, in this browser, I already have her logged in and using the portal. So when she looks at the listing update, it’s still the interactive listing that it will open up to. But you’ll notice when she’s looking at this listing if she says, oh, I want to save this listing or hide it.
Maybe she doesn’t like this listing and wants it removed from her results. She can hide that listing as well. But when she closes this, whether she’s on the full website or just right here, maybe on her mobile device and she closes this listing where she opened that from the email, she finds herself in her news feed.
These are all of those listing updates that she received or has received from me. So there’s a lot, but this just means that Meghan doesn’t have to refer back to her inbox to find those listings that I’ve sent her previously. She’s got access to that within the portal.
In addition to that, when she goes and uses her menu at the top of the screen and clicks on her saved section, the stars, these are those searches. Let’s just move this aside. The searches that I have created for Megan here in Flexmls, we created those three searches. She sees those in her portal. And if she’s getting updates based on those searches, it will tell her that she’s subscribed to those updates.
And anytime she’s looking at listings and marking them as saved, they’re down here in that saved collection right underneath. So that just kind of shows you a little bit more here. And let’s go ahead and contact me. We’ll have Meagan contact me. I clicked on one of those listings.
If she clicks to view the listing details here and comes to contact agent, this is my portal that Meagan is working in. So that is not contacting the listing member. She’s in my portal, so that will come out to me. Or when she requests a showing, again, that request comes to me.
So I’m going to have Megan just click on contact agent, and she says, hi, Josh.
Can we see a little more or set up a showing or whatever she wants to say to me?
And from here, when she sends that to me, I’m going to be able to see that inside Flexmls. So it lets her know the message has been sent. I, as her agent inside Flexmls, I’m going to see that under my messages. There’s what Megan just sent that to me. Can we do that? I can reply to the message here.
And I’m going to just say, yes, Saturday at one. And maybe I’ll say, let’s meet at my office or whatever I’m going to say and send that reply. And Megan gets that reply in the portal as well.
So she’s going to be able to see those messages that I’ve sent her. Just gonna come in here. I’m not sure if that synced over yet. There’s that message I sent her. She knows which listing we’re talking about, and gets that notification. So we can talk back and forth, from the portal. Now when she does send a message to me from the portal, that will also copy.
We saw it here in my messages, but you do get a copy of that in your email inbox as well. So you do have that secondary copy goes to either location. So if I’m not logged into Flexmls, I’ll still see that message pop up in my email. So from here, let’s come in.
And last thing I’ll point out with this is if Megan is looking at a listing, we saw already that she can contact me from any listing or request a showing. She can come in and mark a listing as saved. She’s already got three stars on this listing.
And if she wants to get a link to share on social media, maybe she’s on her mobile device judging by the screen size that she’s on right now, she can just copy and paste that link and put it in her messages app or whatever. Share that with her spouse, significant other, friends, whoever she’s sharing that listing with.
And we’ll also see that if she’s shared any listings when we come back to her record in contact management and go to the portal.
I’m going to see, listings that she has shared. Not on the actual portal tab. This just shows me the one she marks as saved. We’ll talk about recommended in a moment.
But in the contact activity itself, when that’ll take a moment for that to sync over, but the shared listing, when she shares a listing, it’ll show me which listing she shared, how many times she shared that.
So I’m going to come from here and talk just a little bit more about contact activity because as I’ve shown you there are a few tabs on the contact record where you see that activity happening. So back, I’m just gonna reload contact management here for Megan’s record. I’m going to see contact activity and contact activity takes all of her activity.
It doesn’t matter if she’s looking in my portal or just opening an email from the subscription updates or maybe I’ve manually emailed her listings. Doesn’t matter how she gets the listing. It takes all of the clicks for any of the listings she’s looked at and it aggregates them into the activity column. So I see thirty days worth of activity.
I’m going to be able to see the listings that she has viewed here, and I see that number to the right side tells me eighteen twenty seven in West Fargo. She’s clicked on it eleven times. This one she’s clicked on eight times, six, four, and then everything else goes on from there. And where I’m going to see two clicks, one click.
So as I see an active contact and I’ll always see my active contacts sorted at the top of my list, I can drill down and see what they’re clicking on. Now if I look at this and say there’s eleven clicks, maybe she got that via email or I manually sent the listing or she found that in the portal.
The important thing is knowing what she keeps going back to because I want to know that before I reach out and start talking with her.
However, I can drill down and see what is she actually doing in the portal. And on her portal tab, I can see. I can access her news feed, see what she’s marked as saved. I’ll come to recommended in a moment, or just click on the search parameters for whatever search she looked at most recently. And if I want to see the actual listing she’s marked as saved, I just tap on this.
It’s going to show me a search results screen, and I can see she’s marked this listing, with three stars, two stars, one star. I can start drilling down, look at these listings, try to get an idea of what Meghan happens to be looking at and seeing when she’s looking at these listings, why she’s marking these and saving them? Always a good point of conversation.
Maybe I can see it say if you put three stars on something you want to maybe schedule a showing for that or whatever the case may be. And I can also from this page, this shows me the categories that are in Megan’s portal. So I can see the searches Megan can see in the portal. I can see Megan’s news feed that she would see in her portal, and these would just be all those updated listings.
So this gives me a lot of ability to see exactly what Megan is doing inside that portal. Now one of those categories that we looked at on the portal says recommended, and that is in Megan’s portal. Let’s just come back over here and go to her saved section. The saved, those are the ones she’s marking as saved.
Recommended, these are the ones that I, as the agent or member that she is working with in my portal, I’m recommending to her. So how do you do that?
Let’s just come in here, and you can do this from any search screen inside Flexmls. I’m just going to say, let’s come in to these new listings in my hot sheet. So it can be on the hot sheet. It could be in any search that I do, but I’m just going to pull up some listings here. I’m going to sort these by price and I’m in a hot sheet.
I see something and I say, you know, this is outside of where Meghan is actually searching for.
Maybe it falls out of her search parameters just slightly, but I know that I as I see, I come across this listing in a search or in this case, a hot sheet that I think Meghan may be interested in one of these listings.
To put it in her portal and put it in that pre made recommended collection, up at the top of the screen where my actions are, the very first action says work on behalf of. So when I click on work on behalf of, I just start typing in the contact I’m working on behalf of. I’ll do Megan. It will now say I’m working on behalf of Megan. I see Megan’s portal actually over here.
Now the work on behalf of is only applicable if that contact is using the portal. So I know Megan’s using the portal. So from here, as I’m looking at listings, if I put a star on a listing, that would put it in her favorites, her saved collection. Now Now those are the ones usually that your contact is marking as favorites.
So rather than doing that, I’m gonna take that star off, there is a briefcase icon.
Click on that and now you’ll see it is in the recommended folder. And when Megan is logged in and looks in her recommended folder, she will see anything that I’ve placed in here. So I’m just going to do I’m gonna recommend three of those. So I had two previously. Now there are five listings in her recommended folder. And when I’m done working on behalf of Meagan, maybe I just want to go back to looking at the hot sheet now.
Up at the top of the page, I’m working on behalf of Meagan. Just click on that and you can click stop working on behalf of the contact. So now I’m no longer working on behalf of Megan. I can go about whatever else I was going to do when I thought to myself, oh, Megan would like this. Now that work on behalf of I’m just gonna come right here. It’s on any search results page. I illustrated it on a hot sheet, but you can do it on any search results page.
It’s only useful, remember, if that contact is using the portal and it goes into that pre made listing collection called Recommended Listings. I could do the same thing.
I could also remove listings from her search results or things like that, But, really, it’s going to be right here.
Now it’ll take a few moments for those recommendations to sync over. I’m just gonna refresh refresh the page and see if my recommended listings synced over yet. Usually, it takes no. They’re not in yet. Usually, it takes about four minutes or so before I see that or before my contact would see that as recommended listings.
Now I’m gonna come back to that, idea of recommended listings in just one moment.
I think the number one question that people have when they see you can recommend listings to a contact. It’s going to be, does my contact receive a notification that I’ve put listings in their recommended folder? Now remember at back at the beginning today when I sent the invitation and I said we can invite them to use the portal and if they want to download an app for their phone, they can.
The app is what gives them a little bit more functionality and that app I’m just going to show you on my screen right now. I’ve got Megan’s app up here on my phone. So this is the Flexmls Homebuyer app. It’s just an app version of the portal. I’ve already signed in for Megan. So when Megan comes in right here, she has her news feed. She has the saved listings recommended.
Oh, you see the recommended listings have all synced over now. There’s all five that we’ve recommended for Megan. And it gives a very nice app experience. It’s very similar to that mobile website. But the one thing that this app on iPhone will allow the user to do is under more, they can say notification settings. And when they turn this on, you see agent recommendation.
So when I recommend something for Megan, if she turns that on and maybe she gets notifications for price changes, new listings, status changes.
When something comes on market and it matches her search or if I recommend it, she’s going to get a notification on her phone. It’s not going to email. I mean it will also go to email if I have a subscription set up, but the agent recommendations or anything that hit her search subscription instead of just coming to email, that’s going to be a push notification on the phone.
And what that means is she doesn’t have to wait until the email. Her phone is just going to beep. It’s going to show a preview of the listing. She taps to open it, and it opens up here inside her app.
And because she has turned agent recommendations on when I recommend a listing and she’s using the app on her iPhone device, then she’s going to get that notification immediately when I recommend a listing. Doesn’t have to wait for her email. It just pushes out to her phone. She taps on the notification and then that would land her back. It’s gonna come back over here.
It would land her in whatever I just recommended for her. So that is not a feature that’s available on the website version of the portal. That is only available in the iPhone app version of the portal. So that Flexmls for Homebuyers app for iPhone, that’s where she gets those push notifications. And that is really where those agent recommendations come in great because they can get notifications for those.
Otherwise, Megan would still see that if she’s only using the mobile website, but she would have to log into the portal to see that I’ve recommended something for her.
I will end today in the last five minutes talking a little bit about my portal preferences. So featured listings, the intro email, news feed and listing content options. I’m going to go inside Flexmls and I am going to type in the word portal under menu. It’s under preferences, portal preferences. For today, I’m just going to pin that to my favorites so you remember where we’re at. We’re in our Portal Preferences.
Normally you set these. You don’t have to come back. And there were four of them that I had wanted to talk about. So the first one that I wanted to discuss is Featured Listings. So Featured Listings and I mentioned this right here when Megan was in on the full website or I think actually when we invited Carolyn we saw this and I said on the home page there’s kind of this blank section right here.
Or if she’s on a mobile device and it looks like this kind of a blank section right at the bottom. And in that section, we can put featured listings. So the default is to display your office listings. So under my portal preferences, featured listings, I think the default would just be my office listings.
And that’s where my default was initially and why there’s nothing showing on my screen, is because I’m in a training account. I don’t have any office listings. So if you want that space to do not just your office listings, but maybe, I have a saved search. So I could go in, I create a search, and I can name that search whatever I want.
I see all of my saved searches are going to be here, and then maybe I’ll just do that West Fargo listings or maybe I made this one just for my portal page. When I do that and click on save, then those listings, those search results would be here and they can scroll through that. So you can put featured listings by saving a search.
You can have featured listings on your home page when people are logging in to the client portal. And if they’re on the mobile device, they would just see those Featured Listings at the bottom and they can scroll through to see those Featured Listings.
So after featured listings, the intro email. When I invited Carolyn to use the portal today, that language all came from the intro email. This is in here for you by default. So you don’t have to change the videos or anything like that. But if you wanted to change how this reads, you can always change it, tweak it, customize it a little bit.
I wouldn’t take out the links to the videos or telling them how to download the app for their phone, but you can always come in and change that. So that’s that intro email. So when I invite somebody to use the portal, one of the first things we did today, how do we invite somebody? That’s where that email is saved.
And I can customize that here if I’d like to make some permanent changes to it. The other prep two last two preferences that I want to talk about, news feed. And in the portal, remember they do have a news feed that’s available.
So if they’re getting listing updates from a subscription, that integrates great with the portal, especially with that news feed because they see all of the previous listing updates.
Now I’m just gonna pull up Meghan’s news feed very briefly here.
So when Meghan looks at her news feed, if there is a price change on her listing on the listings, she would see the current price of that listing in the newsfeed. This is real time information. If she had a listing and she went in, marked it as a favorite, and sees it in the newsfeed, if this changes price, it goes under contract or whatever the case may be, she’ll see that now as no longer an active listing.
Or if the listing closes and I told her we need to put in an offer right now, she thought about it for too long, and then she’ll see. That’s a closed listing now. It’s no longer on market. It’s under contract. Maybe it closes. She’ll be able to see that within her portal. So this is just the setting that says what statuses are allowed to stay in the portal.
Some people prefer that if a listing closes, they don’t want their contacts to see that closed listing in their news feed anymore. It would show as a closed listing. It’s a great thing to have in there. But if I say no, it just will go out of the portal, they’ll know that it’s no longer active if it’s not there.
So we can say don’t show those closed listings within the portal. Now the statuses that you see here are determined by your MLS. So you may not see the same options that I see for allowing things. Some MLS’s don’t allow sold listings to stay in the news feed, so you may not see that option at all. But whatever’s here, you can decide will those listings still display in the news feed.
And then the very last one, listing content options. That is going to be right down here. The options you see may not see all three of these. That’s again determined by your MLS. They set those rules for members, but most MLS’s at least have open house information.
So if there’s open house information on a listing when they’re logged into the portal, they’ll see a little icon next to the listing saying open house, and they can go to the listing details and see the open house information. So that just says, do does open house information feed to the portal? And I say yes. If your MLS allows documents to appear in the portal, there’ll be a section here for documents.
And those are just documents that the listing member for the listing has designated as publicly available. No private documents would ever display in the portal. Only documents that the listing member has set as publicly available would be available inside the portal. So you can decide whether you like documents available there.
And then, again, tax information, whatever taxes information is available from your MLS, does that display in the portal? You have that option here as well.
So those were the four preferences that I wanted to cover. Now that does take us to the end of today’s presentation.
We discussed how to invite a contact to the portal. If you do make any changes here, make sure to click save at the bottom of the screen. Today we had discussed in contact management what the portal is, how to go in and invite somebody to the portal by going to their contact record, going to the portal tab, making sure it’s on, and clicking invite to portal.
We looked at what the invitation looks like and what they can see when they log in. Even if you’ve never saved a search or turned on a subscription for the person, they can still search for listings, they can still mark their favorite listings, and I can still see exactly what they’re doing. If we have a more robust contact management with that person, we’ve set up subscriptions and saved searches.
We saw on Megan’s record here that whatever we set up here, they have access to it in the portal with the searches we’ve saved for them and they can also start marking listings as favorites. We can work on behalf of listings, mark them as recommended and they’ll see that in the portal. Talked a little bit about the the app version of the portal and the push notifications as well, and then we covered our portal preferences here at the end.
With that, I would like to thank you for attending today and have a great rest of your day.
