Once you’ve set your client up with a Flexmls portal you might think your work is done. But that’s just where it starts. Your client now needs your help understanding and navigating their portal.
Here are some ways you can support your clients with their portal:
Welcome Video
Send this helpful welcome video to your client to help them get started. You can customize your portal invitation to include the link (or email it out separately) along with an offer to help in any way needed.
Get to Know the Welcome Screen
Each time a user logs on they’ll be directed to the home screen, which allows them to contact you and look up individual addresses. They also have the option to click on Search to perform their own MLS searches, Saved to view all listings matching the searches you’ve set up for them and News Feed to see only the most current results matching their searches.
Finding Saved Searches
By selecting Saved the user can see the name of the search assigned to them and can click on it to view results. If they have more than one search, each will be listed and can be selected individually.
Get First-Hand Knowledge
It’s a good idea to create a portal for yourself using a secondary email so you can better understand the user experience and can guide clients if they have questions.
To learn even more about the Flexmls portal, check out this blog post and take our online Subscriptions & Portals course.
