Working with the Welcome tab

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Elizabeth Ellis
6 years ago
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You may email listing information to your clients in two ways: manually or automatically.

Direct Emails: You may personally compile and send listing information. These emails contain a link to The Portal where the listings are available for your client to view.

1 You may listing information to your clients in two ways: manually or automatically. Both types of contain a hyperlink which your client can click to visit The Portal, and view the listing information you prepared for them. Direct s: You may personally compile and send listing information. These s contain a link to The Portal where the listings are available for your client to view. Auto s: You may also arrange for your clients to receive auto s. These are personally controlled by you, but dispatached by the MLS system based on the criteria you have supplied. Auto s also contain a link to the The Portal where matching listings are available for your client to view. Working with the Welcome tab On the Welcome tab within The Portal, your clients will see links to any Direct s and Reports you have sent to them. They can click on any one of the links to view the associated listings. Because Direct s with a Report are a static set of listing information, this will lead them to expire after 30 days. If you use instead of Report when sending a Direct , the listings will not expire. Auto s will only expire if your clients do not visit their Portal link within 60 days. You will be notified by if this happens. Agent Information - Displays your agents contact information Slideshow - Automatically rotates listings that the client has marked to their Favorites or Possibilities folder. Portal Greeting - If you have set your Portal Greeting, it will display your welcome message. Please click here to view the How To: Setup Portal Greeting. Page 1

2 Information Tabs within The Portal The Client Portal is presented with 8 tabs: Welcome, Properties, Map, View Listings, Display, Favorites, Possibilities and Discard. The Welcome tab contains links to all of your clients recent direct s and to each of the auto listing collections that you have compiled for them. The Properties tab is presented with five tabs: Map, Display, Favorites, Possibilities and Discarded. The Map tab will display all listings in a map view. The View Listings tab is where your client can view and work with a manual or auto collection of listings. For the manual , beneath the tabs will be a reminder of the date and time the direct was sent. The Display tab is where your client can choose from either Map, Split (Map with Details), Client 1 Line, Client Full, Client Page, Client Thumbnail and Open House Display. The Favorites, Possibilities and Discarded tabs are where your client can designate and store each one of the listings to one or more of these tabs. This helps your clients organize the listings they are interested in, or those they have no interest in. On the Properties tab, your client can select the heart icon (Favorites), light bulb icon (Possibilities), or trash icon (Discard) next to the listings to add to their Favorites, Possibilities or Discarded tabs. Page 2

Working with Auto Emailed Listing Information Order of Listings in the Collection On the Properties tab, the order in which listings are initially displayed is as follows: First come listings that

3 Working with Auto ed Listing Information Order of Listings in the Collection On the Properties tab, the order in which listings are initially displayed is as follows: First come listings that are new to the collection. These could be listings that have just been listed on the MLS system or existing listings that had a price change or other change, and now appear in the collection for the first time. Next will be the listings that have been in the collection since the previous auto , but have not been viewed in detail. Finally the listings that have been in the collection since the previous auto and have already been viewed in detail. A listing counts as viewed or Read when your client clicks on the MLS number to view its complete details. Working with Direct Listing Information Order of Listings in the Collection Listings on the tab will initially be ordered by you, prior to you ing the listings. Your client can reorder them by clicking one of the column headers, once for ascending order, and again for descending order. Colors Your client will notice listings that have not been viewed in detail are bold. New listings (less than 72 hours old within an Auto ) have a yellow background. After they have viewed a listing (by clicking on an MLS number) it changes the bolding and color. This works very similar to your own inbox. This will also help you differentiate between listings they have already viewed in detail and those they have not. Page 3

4 Display Options Your client can change the type of screen display they would like to see in the upper right corner of the portal page. They can also change the number of listings they would like to see per page by making the selection in the upper left corner of the portal. Visit the Other Tabs Your clients can look at the Favorites, Possibilities and Discarded tabs at any time to review these listing. If you change your mind about how you ve classified a listing, just deselect the listing by clicking on the same icon to remove it from the designated tabs. Working with the Map Your client can view the client thumbnail report by clicking the icon on the map. They can also click the MLS number within the thumbnail to be taken to the client full report. On the Map they can also view Points of Interest by clicking the Layer icon and choosing which points of interest they would like to see. There is also a Jump to a Location where they can enter an address for the map to quickly move to that location. Page 4

5 Icon Definition (Globe Icon): When clicked will open a new tab or screen showing a map and the listings location. (Photo Icon): When clicked will open a new tab or screen containing the photos associated with the listing. (Virtual Tour): When clicked will open a new screen for Virtual Tour. (Short Sale): Indicates the listing is a Short Sale property. (REO Bank Owned): Indicates the listing is a REO/Bank Owned property. (Points of Interest) : When clicked will allow the client to view points of interest they select. S: Indicates the current status of the listing. Helpful Tip: Your client may want to save The Portal link as a favorite or a bookmark as a convenient way to easily access their Portal anytime. Page 5

Tempo Client Gateway Course Handout by the Houston Association of Realtors

Tempo Client Gateway Course Handout by the Houston Association of Realtors 2 Hours MCE Credit Course #: (_02-00-014-23957_) The Client Gateway The Client Gateway is a prospecting module that will save