We're so excited to start working with you! Please review this article so you can become familiar with all that Client Portal has to offer your business.
Topics in this article:
First, Get Your Login Credentials
Understand Which Features You Have Access To
Know Where to Find the Different Features
Complete These Processes After Your First Login
Communicate with the Real Estate Team and Your Client
Use the table of contents on the right side of the screen to jump to a particular topic.
First, Get Your Login Credentials
Here are the steps you'll need to take to get your login credentials (username and password) for Client Portal.
When a team adds your business to a transaction in Sisu, you'll receive an email. Locate that email and click the enroll link.
Fill out the enrollment form.
Once you complete the form, you'll receive an email that allows you to set your password.
Go to Client Portal. Enter your email into the Username field. Enter the password you just set in the Password field.
Understand Which Features You Have Access To
The features you'll have access to depend on the Sisu subscription of the real estate team who invited you to the Client Portal. Click one of the packages below to see what features you can expect:
Premier
With this package, you'll have access to...
Transaction Details: You'll see any transaction your business has been added to, along with transaction details.
Roadmaps: You can see each transaction's roadmap.
Note: A roadmap is a visual timeline of the transaction, which shows important information, dates, and milestones. You can see which steps have been completed and what is left to accomplish. Roadmaps are updated in real time.
Comment Threads with the Real Estate Team AND Your Clients:
In Client Portal, you can start new comment threads with the real estate team and with your clients.
You can participate in comment threads created by others.
You can @mention clients and members of the real estate team to notify them of your comments.
For more information about how comments work, see the section below called Communicate with the Real Estate Team and Your Client.
Documents: Teams can give you access to document folders in Client Portal. These folders can be shared with vendors, as well as clients if desired. You can upload documents to these folders and interact with documents that others have uploaded.
Essentials
With this package, you'll have access to...
Transaction Details: You'll see any transaction that your business has been added to, along with transaction details.
Comment Threads with the Real Estate Team:
In Client Portal, you can start new comment threads with the real estate team.
You can participate in comment threads created by others.
You can @mention members of the real estate team to notify them of your comments.
For more information about how comments work, see the section below called Communicate with the Real Estate Team and Your Client.
⚠️ Important Note!
Unfortunately with this package, you won't be able to communicate with the client at all. You'll only be able to see and interact with internal comment threads.
Know Where to Find the Different Features
Each transaction has its own set of transaction details, roadmaps, comments, and documents. To find these features, let's open a transaction in Client Portal.
1. Log into Client Portal. The Dashboard opens by default.
2. Click in-line with any transaction in your list. This opens the transaction.
ℹ️ Note
You can also use the search bar to find a transaction.
3. At the top, there's 4 tabs. You can see a transaction's transaction details, roadmaps, documents, and comments by clicking these tabs.
Complete These Processes After Your First Login
Completing Team Settings
After logging in, you'll want to enter in team info, specify your timezone, and upload a team logo in your team settings.
Log into Client Portal.
In the sidebar on the left, go to Admin > Team Settings.
Do the following:
Click Upload Logo and upload a logo.
Enter in team info.
Click the Timezone drop-down and specify your timezone.
Click Save Changes.
Adding Additional Users
If you have employees that may need to use Client Portal, you can add them as additional users by doing the following:
1. Log into Client Portal.
2. In the sidebar on the left, go to Admin > Users.
3. On the right side of the screen, click the Add New button.
4. Enter user information in the fields provided.
5. If you want to prevent the user from downloading transaction information, uncheck the Download Transactions checkbox.
6. If you want to add the user but don't want them to have access to Client Portal yet, uncheck the Send Welcome Email checkbox.
⚠️ Important Note!
The Welcome Email contains login credentials, so the new user won't be able to log in until you send the email. Continue reading after step 7 to learn how to send the Welcome Email at a later date.
7. Click Save Changes.
If you need to send a Welcome email at a later date, do the following:
Log into Client Portal.
In the sidebar on the left, go to Admin > Users.
In-line with a user, click the Edit button's drop-down arrow.
Click Send Welcome Email.
Communicate with the Real Estate Team and Your Client
To learn more about how to use Client Portal comments and notifications, check out this article in our Knowledge Base. Here are the following topics covered in the article:
Starting a New Transaction Comment Thread
Starting a New Task Comment Thread
Starting a New Document Comment Thread
Replying to Comment Threads in a Transaction
Using the Notifications Panel to Reply to a Comment
Accessing Comments in the Message Center
Using @Mentions in Comments
Frequently Asked Questions
ℹ️ Note
When commenting, you must use an @mention to notify another user of your comment. For more information, see the article linked above.
⚠️ Important Note for Vendors on Essentials
The ability to communicate with clients is a feature that's only available with our Premier subscription. If the team who sent you the invite is on Sisu Essentials, you won't be able to communicate with clients.