Navigating the Partner Portal

This guide is designed to help our partners get their portal setup. Our partner program is 100% free for real estate professionals.

Bryan avatar
Written by Bryan
Updated over a week ago

We offer a free property analysis at propertyTAX.io. For your free analysis or to learn more about who we are and what we do, please select a link below.

We offer both Do-It-Yourself solutions as well as Full Representation packages.

When you log in you will be taken directly to your Dashboard, and from there you can click on the "Partner Dashboard" on the menu on the left-hand side of the screen.

Partner Dashboard

1 - Click here to get to the Partner Dashboard.
2 - This number shows the number of your clients that visited propertytax.io using your custom link (more on this later).
3 - This number shows the number of people that registered on propertytax.io using your custom link.
4 - This number shows the number of people that made a purchase on propertytax.io using either your custom link or used your promo-code when purchasing.
5 - Here you will see a list of your clients that registered on propertytax.io, with their name, email, date they registered, if they made a purchase and the date of the purchase.

Setting up your popup card

When someone makes a purchase using your custom link or your promo code a popup will be shown, see example below: #2

From the screenshot above:  (Card Design)
1 - Click this tab to view the popup card design screen.
2 - This is how the popup will appear when the promo code is entered.
3 - This is your promo code, you can share this code with anyone you wish, just make sure they enter it during checkout.
4 - This is your custom link.  You can provide this link to anyone you wish, and it will store your promo code in their profile, so there is no need to enter the code at checkout.
5 - Click this button to upload either your photograph, company logo or any other graphic you wish to be displayed.  When you select the image to be uploaded you have the option to size and crop the image so it looks the way you want it to.
6 - When you are done with entering all the information, message and uploading your photograph, please make sure to click the "SAVE" button.

Email template

We have created a sample email template that you can simply copy and email to your client list.

From the screenshot above:  (Email Template)
1 - Click this tab to view the Email Template for your marketing campaigns.
2 - Click this button to copy the email content with your promo code, and then you can paste (Ctrl-V or Command-V on a Mac) it into your email system to send to your clients.

Please feel free to use all or part of our email template and modify it for your clients. Just be sure to include both the promo code and your custom link from the "Design Card" tab shown above marked by #3 (promo code) and #4 (your custom link).

Social Media Marketing

We have created a sample social media template that you can simply copy and email to your client list.

From the screenshot above:  (Social Media Template)
1 - Click this tab to view the Social Media Template for your Facebook marketing campaigns.
2 - Click this button to copy the Social Media content with your custom link, and then you can paste (Ctrl-V or Command-V on a Mac) it into your Facebook Post for marketing to your clients.

We have also prepared a video walk-through for the Partner Dashboard.


Our solutions to help you
quickly save money on your property tax.

We save you time and money by making it easier to file a property tax protest. Our technology makes it easy to produce credible evidence. Our experts are accessible via live chat and email to help you navigate the process.

For the ultimate convenience, you can hire us to handle the whole process for you. See which package we recommend by viewing our instant and free analysis.


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