Overview
The Radius Client Portal is a desktop-friendly experience that allows clients to search properties, communicate with their agent, monitor home values, and stay engaged throughout their home buying or selling journey.
The portal works alongside the Radius Client App and is automatically shared with clients when they receive a client app invitation.
How the Client Portal Works
Client Invitation
When an agent sends a client app invitation through Radius Office:
The client receives:
A Client App invite
A Client Portal link via email/text
Clients can access the portal directly from the provided link without needing to manually log in.
Accessing the Client Portal
Step 1: Open the Invitation
Clients should:
Open the email or text invitation
Click the Client Portal link
Step 2: Enter the Portal
The link opens the Client Portal dashboard where clients can:
Search for homes
View saved searches
Track home values
Message their agent
Monitor property engagement
Chat with AI assistance
Client Portal Features
Agent Information
Clients can always see:
Their assigned agent’s name
Contact information
Direct messaging options
This information appears in the top-left section of the portal.
Property Search
Creating a Search
Clients can:
Use the search bar
Enter:
City
Neighborhood
Address
Apply filters such as:
Price
Beds & baths
Property type
Additional filters
Interactive Map Search
Clients can:
Use the interactive map
Draw custom search areas
Explore listings visually
Saving Searches
After creating a search:
Click Save Search
Name the search
Saved searches will appear under:
My Searches
Agent-Created Searches
Agents can also create searches on behalf of clients, and those searches will automatically appear in the client portal.
Home Value Feature
Overview
The Home Value section acts like a market watch tool.
Clients can:
Track estimated home values
Monitor market activity
Review selling timelines
Watch neighborhood trends
Home Value Data
Home values are estimated using:
Attom
Zillow
The information updates daily.
Messaging Feature
Direct Communication
Clients can message their agent directly through the portal.
Messages can be:
Search-specific
General conversations
Agent Responses
Agents can respond through:
Radius Office dashboard
Radius Office mobile app
Organized Conversations
Messages are categorized by:
Searches
Topics
Conversations
Clients can also:
Search previous conversations
Start new conversations
Engagement Tracking
Interested Properties
When clients shortlist or favorite a property:
The property appears under:
Interested
Agents receive notifications when clients:
Shortlist properties
Engage with listings
Viewed Properties
Clients can review:
Previously viewed homes
Repeatedly viewed listings
This helps agents understand client interests and engagement levels.
Profile & Settings
Profile Management
Clients can:
Update contact information
View agent details
Contact their agent directly
Notification Settings
Clients can:
Enable notifications
Disable notifications
Customize alerts based on preferences
AI Chat Feature
Chat with AI
Clients can chat with the built-in AI assistant for:
Property-related questions
General assistance
Search guidance
Agent Visibility
Agents can also view:
AI conversation history
Questions clients ask the AI assistant
This helps agents better understand client interests and needs.
Benefits of the Client Portal
No app download required
Easy desktop access
Centralized communication
Real-time property engagement
Personalized search experience
AI-assisted support
Better agent-client collaboration
Troubleshooting
Client Cannot Access the Portal
Please verify:
The invitation link was opened correctly
The client received the email or text
The client checks spam/junk folders
Searches Not Appearing
Refresh the portal
Ensure the search was saved successfully
Confirm the agent shared the search
For additional details regarding the portal, please watch the video tutorial.