If you’ve recently set someone up with a portal, or are thinking of doing so, these videos may help!

Signing Up for the Portal Video

Signing up for the Portal is designed to be sent to your client once you’ve created a portal for them. This video will walk them through finding your portal invitation in their email, successfully completing the sign-up process and navigating their portal to search for listings.

Using the Portal

Using the Portal is designed to help your client understand the logistics of their portal after they’ve completed the sign-up process.

To send your clients the videos, you can either copy the links from this article or copy them directly from our site:

Setting Up a Portal for Your Client Video

If you’d like a refresher on setting up a portal for a client, Setting Up a Client Portal will walk you through the process.

Play button for setting up a client on the portal