Lesson 2: Client Login

How to share matches to your clients via a secure branded login

Mike Avery avatar
Written by Mike Avery
Updated over a week ago

Why?

Your clients expect real-time, interactive, quality property details to help them make their decision on their next move. The client login does just that, allowing you to share matches in just a few clicks.

Select 'Send to client' > Generate client login

Options to manage the login area

Properties to include: what properties you want to share to the client login area

Welcome message: set the message presented to your clients as they login

Password protect: [optionally] set a password to protect the login area

Particulars & files: decide whether to include brochures on the properties you've shared, if the client is not retained this will help you keep the disposal agents contact details from them

The finished article

*Note: this will be custom branded for your Agency


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