You can easily find the client you're looking for in your client engagement portal.
From the CLIENTS tab, you can:
How to search for clients
To locate a client within your portal, navigate to the CLIENTS tab. From there, you can search by name, home address, or email. The matching client will appear in the results below as shown in the following gif:
How to sort your database
Step 1: Navigate to the CLIENTS tab
Step 2: Scroll down and follow the instructions in the gif below:
How to filter your database
Step 1: Navigate to the CLIENTS tab
Step 2: Scroll down and click on Homeowners or Buyers as shown in the image below:
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.