The Connect Client Portal includes a helpful feature that allows both the client and their agent to leave comments on a property that the agent has emailed the client. The Comments feature allows a seamless back and forth communication between the client and agent.
The purpose of this article is to show what both parties see when comments are left in the Client Portal.
When a client is interested in one of the properties their agent has sent them, they can easily leave their agent a comment:
As they move around in their Portal, it is very easy for the client to identify properties where there are comments. Each report type in the Portal has an icon that lets them know that there are comments on a property. The number next to the icon indicates how many comments are on the property.
Here is how comments appear on the thumbnail report:
Here is how the single line report displays comments:
Clients will also see comments on their Portal Dashboard:
From the agent's perspective, when a client leaves a comment on a property it will appear in their Client Activity widget:
The agent can reply to the comment directly within the Client Activity widget:
When an agent replies to a client's comment, the client will receive an email notification:
If they click the first link in the email, it brings them into their Client Portal, at which point their agent's comments will appear in the center of their Dashboard: