Using your feedback, we’ve redesigned the Full Property View in the Client Portal. Thanks for taking time to send us your comments! The Full Property View now includes additional fields. We also made sure to arrange the fields into logical categories that will help you help your clients.
If you’re new to REcolorado Matrix, you’ll want to take a look at this list of Client Portal features and share it with your clients so they can quickly and easily find homes they like. We’ve posted a few below, as well, but be sure to check out the full list.
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How to Favorite, Discard or Mark a Listing as a Possibility
Make sure your client knows to click the heart icon on any listing and select from the drop-down menu to add a listing as a favorite or possibility or to simply discard it. If they want to leave you a note, let them know they can click on the property and start typing in the ‘Notes for you and your agent’ box.
The map includes INRIX Drive Time™, which gives your client the ability to search for a home based on commute time to work or any other point of interest. Additionally, your client can view Points of Interest on the map that may be close to a property they like, and they can also click Boundaries to see different boundary lines (city, county, etc.)
Set Up Searches
Your client can set up their own property searches. Let them know they can click on ‘My Searches’ in the top navigation menu and then click ‘Start a New Search.’