CONTACTS AND PROSPECTS

DON’T PANIC …PORTALSharon Jenkins

You are on floor and the phone rings, don’t PANIC ; PORTAL …what could be quicker then setting up a Client Portal and letting the system send new listings

You can enable your clients to view and manage the listings in their Prospect Cart with a Client Portal Web page.

When you provide your prospect with a Client Portal, they can view the listings in their Newly Matched, Saved, and Rejected tabs, post comments about listings, and even manage their cart by saving and rejecting listings themselves. All comments and changes they make in their Client Portal are automatically reflected in their Prospect Cart within the MLS for you to see.

Everything starts with a Search. Select a Search Type and enter your criteria

Results will be available on Search Results screen

You can save to an existing Prospect or create a new prospect on the on the fly.

By clicking on the Option Panel on the right hand side of the screen you can save your search results as a new prospect and drop the results in the prospect’s cart.

Enter the Name for the New Prospect and click on SAVE

The system automatically takes you to the entry screen for Contacts/Prospects

Please pay attention to Manage as Prospect. ( 2nd line) In order for automated system to work place a check mark in the box.

Enter all information and click on Client Portal. At this point click on Save in upper left.

After system saves we open the Contact/Prospect again and we Email the Client Portal Invitation by clicking on the hyperlink. Then click save in upper left.

When you click on save the system will close out. Go back to Contacts/Prospects and select your Prospect again. Scroll down and you will see the date the email was sent.

To View the Client Portal click on the Purple Icon

The Client Portal has a lot of Features and is quick and easy to set up. We hope you will use as part of your drip campaigns.

Please note the Financial information is now included in the Portal.

Your information is Front and Center

Your contact information and picture (from your Agent Profile) are automatically featured at the top of your Client Portal Web pages, and your client can see that this page has been "Prepared Exclusively" for them. Also, if your office has uploaded an office banner into the MLS it will automatically display at the top of the page.

Using Comments with the Client Portal

When using the Client Portal feature, both you and your prospect can add and read comments for listings in the Prospect Cart.

There are several ways to view new comments from your clients: The MLS Home page offers a Client Portal Activity module that displays an icon for each

listing for which new comments are available. Just click the icon to view the corresponding comments.

The main Contacts/Prospects page displays icons next to all Prospect Carts that contain new comments that you have not read.

Within individual Prospect Carts, the icon indicates that new comments are available for a particular listing.

To add comments for a listing: From the Contacts menu, select Contacts/Prospects. Locate the desired prospect, then click the appropriate numbered hyperlink below the

Prospect Cart column (the numbered hyperlinks represent Newly Matched, Saved and Rejected listings in the Prospect Cart).

Locate the desired listing, then click the icon for that listing. If comments have not previously been added for the listing, the Comments window automatically opens, ready for you to enter a new comment. If previous comments exist for the listing, click the "Add Comments" link near the top of the window.

Enter your comments, then click the Save button in the MLS toolbar. The date and time will automatically be saved for each comment.

NOTE: You can select the Private check box if you do not want your prospect to see this comment from their Client Portal.

NOTE: A "Post Comments" link displays next to each listing in the Client Portal so that your client can easily leave comments about any listing in their prospect cart. Also, a message displays at the top of the page to alert your client when you have added new comments that they have not read.