A Client is considered any lead, customer, or borrower assigned to a User (Realtor or Originator).
Features
- Search box: filters Client by first name, last name, and email address
- All Clients dropdown: filters by client type (Buyer or Owner)
- Inactive Client: shows and allows searching of clients previously made Inactive
-
Property expander: list all properties associated with a Client
- Clicking a property opens a Client-impersonated view of that property
- Client name: opens the Client Summary to manage their settings, properties, pricing scenarios, and loan applications.
-
Client menu (ellipsis)
- Dashboard: Client-impersonated view of their primary property
- Price this client*: Opens the Pricing Scenario tool in a new tab
- Make Inactivate: Hides the Client and stops their monthly property reports
- Add Property: Launches a modal to add an owned or prospect property
---
* Originator only features
Attachments (1)
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article