By Bryan Perkins, Training Manager
The Client Portal in Matrix™ is getting a new look and feel with improved navigation and message alerts. A summary is provided below with links to training videos. You can also download the Portal Set-Up Guide for agents with info on how to navigate and use the Portal, and share the Portal Quick Start Guide with consumers to explain how the Portal works.
The redesigned Portal is more responsive. Whether viewing on a laptop, desktop or mobile device the Portal automatically adjusts to the dimensions of the device.
The Portal continues to be a powerful communication tool and allows clients to categorize listings by their level of interest and log notes between the agent and the client. Clients can still create and save their own searches.
Agents can choose a new set of 30 header/ footer graphics. As always, agents will be able to upload custom header and footer images as well.
Notifications of Portal activity can now be sent via email or text when contacts access their Portal, save a favorite, add listing notes or save a search. Daily reports can also be sent as a summary of activity.
A new My Agent tab in the Portal allows agents to create profiles that can include an image, agent bio and embedded videos.
There are updated client property views on the Portal for a cleaner, more professional look.
The street maps and aerial views now use Google Maps across the entire Matrix Platform, including the Client Portal.
All of the enhanced branding, mapping and views are available for agents utilizing the IDX solution provided by Matrix.