Skip to main content

Navigate and Manage Client Profile Activity Tracking

Updated yesterday

The client profile is your command center for managing every aspect of your relationship with a client. From sending app invitations to tracking engagement, managing searches, and keeping detailed notes—everything you need is accessible from one comprehensive view.

Key Benefits

  • Centralized Client Management: Access all client information and actions from one place

  • Quick App Invitations: Send branded app invites via text and email instantly

  • Easy Profile Editing: Update client information with just a few clicks

  • Team Routing: Reassign clients to other team members seamlessly

  • Fast Agreement Delivery: Send Buyer Representation Agreements in seconds

  • AI-Powered Summaries: Get detailed reports on client engagement and preferences

  • Activity Tracking: Monitor all client interactions and engagement

  • Note Management: Keep detailed records of conversations and interactions

  • Reminder System: Never miss a follow-up with integrated calendar reminders

Video

Accessing a Client Profile

To view a client profile:

  1. Navigate to your Clients dashboard

  2. Click on any client name

  3. The client profile opens with all available information and actions
    ​

Client Profile Overview Section

Send App Invitation

Invite clients to download your branded client app directly from their profile:

  1. Click the app invitation button at the top of the profile

  2. The system sends both text and email invitations automatically

  3. Clients receive links to download your branded app

  4. Track app adoption and engagement once they install

Pro Tip: Send app invitations early in the relationship to maximize client engagement and automate property recommendations.

Edit Client Information

Update client details anytime:

  1. Click the three dots in the top right corner

  2. Select Edit Client

  3. Modify any client information fields

  4. Save your changes

What you can edit:

  • Contact information (phone, email, address)

  • Client type and status

  • Tags and source information

  • Personal details (birthday, home anniversary, etc.)

Route Client to Another Team Member

Reassign clients to other members of your team:

  1. Click the three dots in the top right corner

  2. Select Route to Team Member from the dropdown menu

  3. Choose the team member to assign

  4. Confirm the transfer

When to use routing:

  • Transitioning leads to specialists (buyer agent, listing agent)

  • Balancing team workload

  • Passing clients during vacation or leave

  • Assigning leads based on territory or expertise

View Additional Details

Review extended client information:

  1. Scroll to the Additional Details section

  2. View all captured information including:

    • Personal details

    • Property preferences

    • Timeline and urgency

    • Custom fields and notes

Buyer Representation Agreement Quick Flow

Getting buyer representation agreements signed doesn't have to be time-consuming.

Send Agreement in Seconds

  1. Click the "Get Started" button in the client profile

  2. The system generates the agreement

  3. Send it directly to your client for e-signature

  4. Track signing status in real-time

Benefits:

  • Save hours of manual paperwork

  • Ensure compliance with required agreements

  • Get signatures faster with automated reminders

  • Keep all agreements organized in one place

Ask Mel to Summarize Your Client

Get AI-powered insights about any client instantly.

How to Request a Client Summary

  1. Click "Ask Mel to Summarize" in the client profile

  2. Mel generates a detailed report including:

    • Engagement Level: How actively the client is interacting

    • Sentiment: Client's attitude and interest level

    • Timeline: When they're likely to make a decision

    • Preferences: What they're looking for based on behavior

When to use client summaries:

  • Before important client meetings or calls

  • When taking over a client from another agent

  • To prioritize your pipeline based on readiness

  • To refresh your memory on inactive clients

Searches & Listings Section

Manage property searches and listings directly from the client profile.

View Existing Searches

All active searches for this client appear under Searches & Listings:

  • Search name and criteria

  • Number of properties matched

  • Last updated date

  • Engagement metrics

Edit a Search

Modify search criteria based on client feedback:

  1. Click on the search name

  2. Update any criteria (location, price, bedrooms, etc.)

  3. Save your changes

  4. Updated recommendations begin immediately

Add Additional Searches

Create multiple searches for clients with diverse needs:

  1. Click "Add Search"

  2. Define new search criteria

  3. Save the search

  4. Client begins receiving properties matching the new criteria

Example scenarios:

  • Primary residence search + investment property search

  • Downtown condo search + suburban home search

  • Different price ranges for different neighborhoods

Add a Listing

If you're helping your client sell:

  1. Click the "Add Listing" button

  2. Enter property details

  3. Create the listing directly from the client profile

  4. Listing appears in the client's profile and your listings dashboard

Activity & Engagement Tracking

Monitor all client interactions in the Activity tab.

Understanding the Activity Tab

Once clients start engaging with the platform, all activity displays here:

  • Property views

  • Shortlisted properties

  • Rejected properties

  • Email opens and clicks

  • App activity

  • Communication history

  • Status changes

Filter Activity

Organize activity by category:

Filter options:

  • Search and Listings: Property-related activity

  • Reminders & Appointments: Scheduled follow-ups and meetings

  • Notes: All notes you've added about this client

  • Client Status: Status change history

Tip: Use filters to quickly find specific types of activity without scrolling through everything.

Notes Tab

Keep detailed records of all client interactions.

Why Notes Matter

Detailed notes help you:

  • Remember important conversation details

  • Track client preferences and concerns

  • Maintain continuity if another team member assists the client

  • Build stronger relationships through personalized service

Add a Note

  1. Navigate to the Notes tab

  2. Click the "Add Note" button

  3. Type your note content

  4. Save the note

What to include in notes:

  • Conversation summaries

  • Client feedback on properties

  • Personal details mentioned (kids, job, hobbies)

  • Objections or concerns

  • Next steps and action items

Best Practice: Add notes immediately after client interactions while details are fresh.

Reminders Tab

Never miss a follow-up with the integrated reminder system.

Set Follow-Up Reminders

  1. Navigate to the Reminders tab

  2. Click "Add Reminder"

  3. Enter reminder details:

    • Date and time

    • Reminder description

    • Associated action item

  4. Save the reminder

Google Calendar Integration

Tip: Connect your Google Calendar for automatic reminder syncing!

Benefits of calendar integration:

  • Reminders automatically appear in your Google Calendar

  • Receive notifications on all your devices

  • Manage reminders alongside other appointments

  • Never miss important follow-ups

How to connect:

  1. Go to Settings or Integrations

  2. Select Google Calendar

  3. Authorize the connection

  4. Reminders sync automatically going forward

Recommended Properties Tab

See exactly what your client is seeing.

View Property Recommendations

The Recommended Properties tab shows:

  • All properties currently being recommended to this client

  • Properties sent via automated search alerts

  • Manually shared properties

  • Property details and photos

Why this matters:

  • Stay aligned with what your client is viewing

  • Understand which properties generate interest

  • Identify patterns in property engagement

  • Have informed conversations about their search

Track Property Engagement

For each recommended property, you can see:

  • Whether the client viewed it

  • If they shortlisted it

  • If they rejected it

  • Time spent viewing the property

  • Any feedback provided

Frequently Asked Questions

Q: Can clients see the notes I add to their profile?
A: No, notes are private and only visible to you and your team members with access.

Q: What happens when I route a client to another team member?
A: The client is reassigned, and the new agent gains full access to the profile, searches, activity history, and notes.

Q: How often should I add notes?
A: Add notes after every significant client interaction—phone calls, meetings, property showings, or important text/email conversations.

Q: Can I set recurring reminders?
A: Check your reminder settings for recurring options. If not available, manually create follow-up reminders as needed.

Q: Will clients receive notifications when I add them to a search?
A: Clients receive property alerts based on search criteria, but they don't receive a notification about the search creation itself.

Q: Can I delete activity history?
A: Activity is automatically tracked and typically cannot be deleted, as it provides important engagement insights.

Q: How do I know if a client has viewed my app invitation?
A: Check the Activity tab for invitation delivery and app installation status.

Q: Can multiple team members add notes to the same client?
A: Yes! Team collaboration is encouraged. All notes appear in the Notes tab with timestamps and author names.

Q: What happens to searches when I route a client to another agent?
A: All searches, listings, and activity transfer with the client to the new agent.

Related Articles
Client and Agent Interactions via Client App
Buyer Profile Features Overview
Manage Your Clients with Radius CRA
Create Client Property Searches
Maximize Your CRA with AI Prospecting
Did this answer your question?