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Learning How to Use the Client Portal Commercial Template
Learning How to Use the Client Portal Commercial Template
Zac Muir avatar
Written by Zac Muir
Updated over a week ago

This customizable template is designed to showcase the unique features of our new Client Portal and help you create an engaging commercial for your real estate team. This template is designed for users with a working knowledge of Canva. We’ve done our best to minimize the technical skills required, but some familiarity with Canva and audio recording is necessary. Let’s get started!

Topics in this article:

  • Example Commercial from Utah Life

  • Instructions

  • Template Link

  • Script to Read/Update

  • Script with References for Lining Up Slides

Use the table of contents on the right side of the screen to jump to a particular topic.

Example Commercial from Utah Life

Instructions

We've split these instructions into 4 parts in order to make the process as a whole easier to complete.

Part 1: Duplicate and Update the Canva Template

  1. Access the Canva Template: Canva template.

  2. Duplicate the template: Create a copy of the template to customize for your real estate team.

  3. Update Team/Brokerage Logos: Customize the template by adding your team or brokerage logos where appropriate.

  4. Update Contact Information: Ensure your team’s contact information, including phone number and website, is accurately displayed.

  5. Update Team Photo: Replace the placeholder team photo with a high-quality image of your real estate team.

Part 2: Update, Record, and Edit New Audio Narration

  1. Update Script: Use the script provided as a guide, and update it with your team’s information.

  2. Record New Audio Narration: Record the audio narration for your commercial using the updated script.

  3. Edit Audio: If needed, edit the audio recording to remove any long periods of silence and keep the narration tight and punchy.

Part 3: Sync Updated Audio to Canva Template

  1. Upload Audio Narration to Canva: Import the audio narration into the Canva template.

  2. Adjust Slide Lengths: Adjust the length of slides and segments to match the pacing of the narration.

Part 4: Export For Use

  1. Review and Finalize: Review your commercial to ensure all elements align correctly and that the audio is synchronized with the visuals.

  2. Export Commercial: Once satisfied, export the final commercial in your desired format for use and distribution.

Template Link

Script to Read/Update

As a home buyer or seller, the real estate process can be confusing and complicated.

You’re often left wondering: who do I call next? What papers do I sign? How do I find updates?

At Example Real Estate Team, we understand your concerns, and we’re committed to providing clarity and transparency every step of the way.

Introducing our new Client Portal by Sisu – a personalized guide for a smooth real estate journey.

With just your email, enjoy secure and fast access to all transaction details in a simple interface.

Available on both mobile and desktop devices to keep you connected wherever you are.

Gain a clear view of the entire process with your custom roadmap, and stay on track with real-time progress charts showing your current status and upcoming steps. It’s like a pizza tracker for real estate!

Stay updated with immediate alerts when milestones are reached and tasks are completed.

Effortlessly access contact info for your Real Estate Team and key partners. Stay connected and engaged with our streamlined communication center, bringing all conversations together in one convenient spot.

Easily upload, view, and organize documents, all within our user-friendly platform.

With our Client Portal, you’ll have the information you need at your fingertips, ensuring a confident and smooth real estate journey.

Experience the future of real estate with our new Client Portal by Sisu.

Thinking of buying or selling a home? Experience a transparent and simplified journey with Example Real Estate Team.

Ready to take the next step? Contact us today at [Phone Number] or visit our website at [Website]. Let’s embark on YOUR real estate journey with Example Real Estate Team.

Script with References for Lining Up Slides

  • Slide 1: A couple looking overwhelmed by papers and phone calls.

    • Text Overlay on Slide: “Navigating real estate can be daunting.”

    • Script Narration: “As a home buyer or seller, the real estate process can be confusing and complicated.”

  • Slide 2: The couple making phone calls and looking for updates.

    • Text Overlay on Slide: “Who do I call? What do I sign? Where are the updates?”

    • Script Narration: “You’re often left wondering: who do I call next? What papers do I sign? How do I find updates?”

  • Slide 3: Real Estate Team Looking Happy/Excited. (Update This with Your Own Picture)

    • Text Overlay on Slide: “We’re here to help.”

    • Script Narration: “At Example Real Estate Team, we understand your concerns, and we’re committed to providing clarity and transparency every step of the way.”

  • Slide 4: Client Portal 2.0 Splash Screen

    • Text Overlay on Slide: “Discover our new Client Portal by Sisu.”

    • Script Narration: “Introducing our new Client Portal by Sisu – a personalized guide for a smooth real estate journey.”

  • Slide 5: Client Portal Login Screen

    • Text Overlay on Slide: “Easy Access, Anytime, Anywhere.”

    • Script Narration: “With just your email, enjoy secure and fast access to all transaction details in a simple interface.”

  • Slide 6: Client Portal Login showing both Mobile and Desktop

    • Text Overlay on Slide: “Easy Access, Anytime, Anywhere.”

    • Script Narration: “Available on both mobile and desktop devices to keep you connected wherever you are.”

  • Slide 7: Visuals of the Client Portal’s custom transaction roadmap and progress indicator charts.

    • Text Overlay on Slide: “Your Personalized Roadmap and Real-Time Tracking.”

    • Script Narration: “Gain a clear view of the entire process with your custom roadmap, and stay on track with real-time progress charts showing your current status and upcoming steps. It’s like a pizza tracker for real estate!”

  • Slide 8: Visuals of the Client Portal’s instant notifications feature.

    • Text Overlay on Slide: “Get Instant Notifications.”

    • Script Narration: “Stay updated with immediate alerts when milestones are reached and tasks are completed.”

  • Slide 9: Visuals of the Client Portal showing integrated contact information and the communication center.

    • Text Overlay on Slide: “One-Stop Communication Hub.”

    • Script Narration: “Effortlessly access contact info for your Real Estate Team and key partners. Stay connected and engaged with our streamlined communication center, bringing all conversations together in one convenient spot.”

  • Slide 10: Visuals of the Client Portal’s document management feature.

    • Text Overlay on Slide: “Effortlessly Manage Documents.”

    • Script Narration: “Easily upload, view, and organize documents, all within our user-friendly platform.”

  • Slide 11: A couple receiving real-time updates on their phone via the Client Portal.

    • Text Overlay on Slide: “Stay Informed and Confident Throughout the Process.”

    • Script Narration: “With our Client Portal, you’ll have the information you need at your fingertips, ensuring a confident and smooth real estate journey.”

  • Slide 12: A couple receiving keys from an Agent.

    • Text Overlay on Slide: “Experience a Transparent and Simplified Journey.”

    • Script Narration: “Experience the future of real estate with our new Client Portal by Sisu.”

  • Slide 13: B-Roll Footage over a neighborhood.

    • Text Overlay on Slide: “Ready for a Simplified Real Estate Journey?”

    • Script Narration: “Thinking of buying or selling a home? Experience a transparent and simplified journey with Example Real Estate Team.”

  • Slide 14: B-Roll of an Agent and Couple sitting at a kitchen table.

    • Text Overlay on Slide 1: “Contact Us Today and Let’s Get Started!”

    • Text Overlay on Slide 2: “[Phone Number] | [Website]”

    • Script Narration: “Ready to take the next step? Contact us today at [Phone Number] or visit our website at [Website]. Let’s embark on YOUR real estate journey with Example Real Estate Team.”

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