Portal Search Tab

Navigating the Search Tab in the Client Portal

The Search tab is the core feature of the client portal, allowing users to browse available listings with advanced filtering options. This guide will help you navigate and optimize your search experience.

Performing a Property Search

After logging in, click on the Search tab in the top navigation bar.
Use the available filters on the left-hand side to refine your search.
Listings matching your criteria will appear in the center, with a map view on the right.
Click on a listing to view more details.

Using Filters to Refine Your Search

The client portal offers extensive filtering options to help you find the right property.

Location: Search by city, subdivision, zip code, school district, county and more!
Status: Search coming soon, active, under contract, or withdrawn.
Property Type: Choose from residential, land, commercial, and more.
Additional Filters: Bathrooms, bedrooms, list price, and many more.

Adding More Search Fields

The portal allows you to customize your search further by adding additional fields:

Scroll to the bottom of the Filters section.
Click the "Add a field" button.
Select from several additional search criteria.
Your selected field will be added to the filter panel.

Map Features: Overlays and Drawn Shapes

The map view provides more than just a geographical layout. You can enhance your property search experience by using these advanced map features:

Map Overlays: Toggle various map overlays to view important information like school districts, flood zones, zip codes, MLS areas, and more. These overlays can help you refine your search based on location-specific criteria.
Drawn Shapes: Use the Draw tool to create custom search areas on the map. You can draw polygons, rectangles, or circles to focus your search on specific neighborhoods or areas of interest. This is particularly useful for narrowing down results to a particular region or property type.

Save or Hide Listings

From the map view, you can click the star icon to save a listing to your favorites.
From the list view, you can click the three dots to Save, or Hide the listing.

Viewing a Property in the Client Portal

When you select a property, the Property Viewing Window provides detailed information to help you decide on your next steps.

What You Can View

Before taking action, you can explore the following details:

Photos – Browse images of the property.
Description – Includes key property specs, like square footage, number of bedrooms, and year built. Read Property specific remarks for the agent-provided description- usually key features and highlights.
Location – View the property's map location.
Listing Details –This tab shows contract information such as: pricing details, number of days on market, on market date, list price per sq. ft. and more.
Price History – Track past price changes.
Documents – View any available disclosures or attachments.
Taxes – Check property tax information.

Available Actions

1. Share or Save a Property

Click Share/Save to:
- Save the property in your portal for later.
- Hide the selected listing from your portal view.
- Share the listing with others (by copying the public link)

2. Request a Showing

Click Request a Showing to schedule a tour of the property.
Your agent will coordinate a time that works for you.

3. Contact Your Agent

Click Contact Agent to ask questions or request more details.

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