A Transaction Portal is created from an active real estate transaction checklist in your Wise Agent account and is accessible to everyone involved in that transaction. This portal shows an itemized list of what is complete in that real estate transaction and what still needs to happen. When your real estate clients need an update on the progress, instead of calling you, they can simply log in with the login credentials you share with them and have access to the progress you have made.

These portals are easy to create, completely customizable, and don’t require any software download. Build them directly in your Wise Agent account and create templates to build future portals even quicker. Include branding from your Wise Agent account, or create new branding for your portal!

Creating Your Portal Theme

  1. From the sidebar, select Transactions ➔ Transaction Portals.
  2. Once on the Transaction Portal page, select the tab labeled Transaction Portal Themes.
  3. You can choose from our theme templates or copy an existing email signature by selecting the Email Signatures drop-down menu. Additionally, you can choose a menu color to align with your chosen branding.
  4. Once you click Save, you'll be all set to proceed to the transaction portal manager!

 

Opening Your Transaction Portal

  1. From the sidebar, select Transactions ➔ Transaction Portals.
  2. Once on the Transaction Portal page, select the ➕ to the right of Managing
  3. Next, select your transaction checklist from the New Portal Checklist pop-up drop-down menu, then click Select.
  4. Under the Portal Settings, you can update the Portal Name, Menu Label, Portal Theme, Welcome Message, and Property information if you wish to do so.
  5. To edit the viewing permissions, enabling and disabling sections of your checklist the client can and cannot view within the portal, click on Edit Permissions.

 

Adding Your Client(s) To Your Transaction Portal

  1. Once you are ready to add your client, you can do so by clicking the ➕ to the right of Viewers.
  2. Once selected, you can search for your client by typing their name under Contacts, or adding a new email under To. Once added, click Send.
  3. Once sent, your client will receive an email! Within the email, your client can click View Transaction Status to open their portal, where they will create their unique login. Once their login is set up, they can log in anytime to view the portal!