One of the many benefits of REcolorado Matrix is the clean and easy-to-use Client Portal. It’s your client’s personal Portal that you’ve set up just for them, and it includes your branding! Plus, you can set up your client portals to give you immediate notifications via text or email when a client performs an activity in their portal. Here are some of the Matrix Client Portal features we love.
Pro Tip: Download and send the graphic below to your client so they take advantage of all the Client Portal has to offer.Click to enlarge
Set up Activity Notifications so you’re alerted when your client is active in their portal. Pick and choose the alerts you receive, including when your client saves or removes a favorite, adds a search, and more.
Easily Favorite, Discard or Mark a Listing as a Possibility
Your client can 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, they can click on the property and start typing in the ‘Notes for you and your agent’ box.
Your communications with your client, as well as the searches you’ve set up for them, and your property notes, are in the ‘Messages’ tab, which is in the top navigation menu.
The portal is easy to use on a mobile phone and tablet, as well as a computer. This makes it simple for your client to stay in touch with you when they’re on the go.
The map includes INRIX Drive Time™, so your client has 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.)
Your client can set up their own property searches. They’ll need to click on ‘My Searches’ in the top navigation menu and then click ‘Start a New Search.’
Originally published October 15, 2020 — Updated February, 2020