Summary

In addition to being able to view listings and information, contacts can create their own profile where they can save their searches, view market insights, and more. This information is, in turn, available to the brokerage.

Step by Step

In order for a contact to save their settings and create their subscriptions for houses for sale or rent.

1. Clients can select to log in or to sign up

2. Once a client has an account, they will see the below screens

Landing page:

Personal information page:

Upload documents:

Saved sales search:

FAQ

Q: Why is it important to get potential clients to sign in?

A: When a potential client creates an account, they are providing information that can allow them to be better assisted. Once an account is created, a contact is added to the system and can be customized from there.

How does this differ for agents?

This is primarily a view as to what the Contact would see when they create an account. Admin, Broker, and Agents can see these contacts and information within the CRM. Admins and Brokers will be able to see these contacts while Agents will be able to view contact profiles assigned to themselves.