Your client gets their own branded portal, with your logo and brokerage, where they can follow their home's value over time. Every visit puts you in front of them, and it's built to bring them back to you when they're ready to move.
Their property
On their property page, your client sees:
The current estimated value, and how much it has gained or lost since they bought it.
A chart of the value over time, which they can view across 3M, 6M, 1Y or All.
When you've set a value yourself, the chart shows it was updated by you, with the date. Clients can also edit their property's details and add more properties to track.
Their local market
Below the value, Market Insights gives them a snapshot of their area:
Active, new and sold listings.
The median price and average days on market.
1-year and 2-year growth.
They'll also see a Property Details summary and a set of comparable properties nearby they can browse.
Staying connected to you
This is the part that works for you. Alongside their value, the portal shows your photo and details under Ready to make a move?, along with how much their home has grown since purchase. Two buttons send the client straight back to you:
Request Agent Estimate: your client confirms they'd like a fresh valuation and is told it usually takes 1 to 2 business days. The button then changes to Review Pending. You get an email, and the request shows up in your Needs Review queue so you can follow up with a CMA.
Talk to [you]: this opens an email addressed to you, already filled in with the subject "Property Valuation Request - [their address]" and a short note asking to discuss their property and your availability.
When a client checks their home's value and then reaches out, that's exactly the moment to talk about a move.
More in the portal
Your client can also search MLS listings. If they haven't added a mobile number, a banner invites them to Add number so they get their monthly home value by text as well as by email. Those monthly updates keep your brand in front of them, month after month.
⚠️ Important: if a property is still waiting for your approval, your client sees Property submitted for review instead of a value. Approve it in Needs Review to unlock their dashboard.