Manage Clients for Agents

Overview When you are looking at client activity or a client profile page, you’ll see a dropdown with the Client Stage .  Client stages help you see at a…

Overview If you know a client is no longer working with your agency, you can remove them from your app. Use caution when deleting a client, as this cannot be…

Overview When clients use your app, you can see all of their activity. You’ll be able to see the last time a client logged in, searches they’ve run, houses…

Overview There are 2 ways to invite clients to use your app:  The first is to send a client an invitation link where they can download the app, this…

Overview When clients are sent an invitation to the app, they sometimes lose or miss the invitation email or text message.  In this article, we’ll go over…

Learn more about which tags relate to which kind of property search unsubscribes.