The Client Portal gives your team the flexibility to deliver a personalized, branded experience to every client. These customization tools put that control directly in your hands. From tailoring the Property Details your clients see, to adjusting individual Roadmaps without affecting your original templates, to defining how team roles are displayed, you can fine-tune the Portal to match your workflow, your compliance needs, and your client communication style. These customization options ensure the information you present is clear, relevant, and aligned with how your team operates.
Topics in this article:
Customizing Property Details
Admin and TC users can fully customize the Property Details section in the Client Portal. This includes selecting which fields are displayed and determining the order in which they appear, giving you full control over how property information is presented to clients.
To configure these settings:
Navigate to Admin > Client Portal > Field Settings.
Click to drag and drop fields from the Available Fields section on the left to your Client Portal Fields on the right. You can also utilize the icons in the middle to move fields.
Drag and drop fields to arrange them in your preferred order.
Fields marked Internal
are hidden from clients, while fields marked Visible 
are shown to clients. Click the button to toggle a field’s visibility.Changes are automatically saved.
This enhancement allows you to tailor the client experience, ensuring the most important property information is highlighted and easily accessible.
Customizing a Roadmap
Since client roadmaps are not tied to the template that created them, you can customize any client roadmap without affecting the original template. To customize a single roadmap, do the following:
Log into the Client Portal.
Navigate to a client's transaction by doing one of the following:
Use the contact search bar
Click in-line with a transaction
Click the Roadmaps tab.
Do one of the following:
➕ Adding a Step to a Roadmap
1. Click the Add Step button to make the Add New Step window appear.
2. Enter a Step Name.
3. Click the Choose Task or Date drop-down, and select an option from the list.
ℹ️ Note
You can add date steps and task steps. Date steps are tied to Date fields in Sisu forms. Task steps are tied to a task in one of the client's task lists.
4. In the Display Order field, enter the step number you'd like to assign to the step.
5. If you want an email sent at the time the task is completed in Sisu, click the Step Notifications drop-down and then click the At time of event checkbox.
6. If you don't want the step to be visible to the client, click the Internal Only checkbox.
7. Enter a Description.
8. Click Save.
🗑️ Deleting a Step from a Roadmap
Hover your cursor over the step you want to delete and click the trash can icon.
In the pop-up that appears, click Yes.
🔧 Editing a Step in a Roadmap
Hover your cursor over the step you want to edit and click the pencil icon.
Make any desired changes and then click Save.
For more information about Roadmaps, check out this KB article. 📙
Customizing the Team Labels
There are 3 fields available in the team profile (accessible by Admin and TC users) which can be found by navigating to Admin > Team Settings > Profile. These fields allow you to select a Primary Team owner, add a custom label for the Team Owner and the Agent.
Selections made in these fields will be displayed in the following areas of the Client Portal:
This is helpful if the MLS rules in your state require that all client facing materials and/or marketing must show the agent as the “Co-Agent” and the team lead as the Agent of record.