RCO3® Quick Tips: Working with the Client Portal

The Client Portal function of RCO3® is one of the most popular and appreciated features of the new system. It's important that you understand how this module works to fully benefit your clients.

Within the Client Portal, your clients (and you) can access a Client Portal Help document . It summarizes the basic functionality of the portal, including how listings are displayed. Here are a couple of excerpts from that help document.

Order of Listings in Your Collection -- On the Auto Email tab, the order in which listings are initially displayed is as follows:

• First come listings that are new to the collection. These could be listings that have just been listed on the MLS® system or existing listings that, by way of a price change or other change, now appear in your collection for the first time.

• Next you will see the listings that have been in the collection since the previous auto email but that you have yet to view in detail.

• Finally you will see the listings that have been in the collection since the previous auto email that you have already viewed in detail. A listing counts as viewed or "Read" when you click on its MLS® number to view its complete details.

Colors -- You will notice that listings you have not viewed in detail are bold. New listings (>72 hours old) have a yellow background. After you have viewed a listing (by clicking on an MLS® number), it changes bolding and color. This will help you differentiate between listings you have already viewed in detail and those you have not.

View the entire Client Portal Help document for more information. To view a video on the basic functionality of the Client Portal (by CoreLogic), visit Realcomp's Training Videos page and select the Client Portal video in your preferred format (i.e. YouTube, iPad, or Flash).

 
Last modified: Saturday, October 05, 2013

 

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RCO3® Quick Tips: Working with the Client Portal

The Client Portal function of RCO3® is one of the most popular and appreciated features of the new system. It's important that you understand how this module works to fully benefit your clients.

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