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Welcome back
Staff sign in
Manage inquiries, follow-ups and client work in one place.
Use your approved staff account. Client accounts sign in through the Client Portal.
Activate your invitation
Set a password of at least 16 characters. Your invitation is single-use and expires in one hour.
Start here
Recent work
Review the request, choose the right contact and set a follow-up. A notification being accepted does not mean it was read or an appointment is confirmed.
Review each visit and save it to a new lead or an existing contact. The property and visit date stay in the contact’s activity.
Open guest register & CSV export
Search homes, save a named search, then publish it to a client’s workspace.
Rental prices are monthly. Client searches publish Active listings; Other statuses remain available to staff.
| MLS | Address | Subdivision | Status | Price | B/B | SqFt | Built | Style | Foundation | Disclosures (HAR) | Public docs |
|---|
Saved searches
Saved here for you. Publishing creates a named copy in the selected client’s workspace.
Publish to a client
Emily’s status definitions
Private staff note or next step
These entries stay in Staff Portal. Use Share in client workspace on a saved note to review and share a copy.
Activity & follow-ups
Linked listings & client files
Edit follow-up
Client workspace
Property overview
Keep one CRM record per person. Each person can be associated with more than one property.
Creating a contact does not grant Portal access. Return here to confirm their relationship.
Client Portal access
Each person keeps their own login. Choose the exact account action below.
Report connection
Connect this person to property reports
Confirm their email and this property against an approved, verified Portal account. This does not grant access.
Documents for this property
Seller’s disclosures and other PDFs for the selected MLS property. Public MLS attachments are read from the feed.
Market Watch
Choose the person whose saved search and client view you want to edit. Changes apply to that account or its approved shared view.
All report work for this property is together here. Choose the recipients explicitly when preparing a shared report.
Weekly Seller Update
Generate a fresh weekly seller update
Review this property’s people and setup · Templates & history
Only editorial template text carries forward. Each factual section comes from dated verified sources or explicitly displays an unavailable gap. No expired event or old metrics are copied.
Generation does not send. Review source gaps, edit, mark reviewed and file the immutable version before any separately gated delivery.
Start a blank manual update instead
Manual weekly update
Choose a confirmed contact and listing. Manage property associations.
Drafts & filed updates
Use current, property-specific facts and source dates.
Report recipients
Changing recipients requires reviewing and filing the new revision before sharing or emailing.
Saved revisions & deleted revisions
Weekly template revisions
Weekly template revisions
Report history & trash
Report history & trash
Only unqueued draft/reviewed work may move to trash; filed evidence remains immutable. Historical sent status is owner-attested, without inferred recipient or delivery receipt.
Note & follow-up templates (CRM)
Reusable work templates
Apply a template when adding a note, task or work log to a contact.
Historical updates
Previously posted updates and retained original PDFs for the selected property.
Ask Emily conversations
Review questions, answers and handoffs.
Open conversations →Website stats
See visits and activity on the website.
Open site stats →Open-house check-ins
Review visitors by property and date, then save the next step to the CRM.
Open check-ins →Website inquiries
Turn contact and appointment requests into CRM follow-ups.
Open inquiry inbox →Staff account administration
A separate private invitation and activation are required before an approved identity can access the workspace.
Pending Portal requests
Self-registrations from the public Client Portal. Seller property setup lives under Sellers.
Open client account approvalsEmily’s Outlook
Check the connection to get started.
Review a contact before adding it to the CRM. Inbox previews do not send messages.