Overview
The Client Profile experience in Radius Office has been redesigned with a modern, streamlined interface that makes it easier to manage client information, searches, transactions, appointments, notes, and communications from a single screen on Radius office web.
While the user interface (UI) has been updated, the core functionality remains unchanged, allowing agents to continue working efficiently with an improved user experience on Radius office web.
Accessing a Client Profile
Sign in to your Radius Office account.
Navigate to Clients from the left-hand menu.
Select any client from your client list.
The client profile opens in a dedicated workspace where all client-related information and activities are organized in a single view.
Client Profile Layout
The Client Profile is divided into three primary sections:
Left Panel – Client Information
The left panel provides quick access to client details and management tools.
Client Information
Email address
Phone number
Client status
Collaborators
Invite new collaborators
View existing collaborators
View collaborator contact information
Lists
Lists help organize clients into custom groups for easier management.
To Create a New List:
Click Lists.
Select Create New List.
Enter a list name.
Click Save.
The client will automatically be added to the selected list.
Consumer Experience
Copy and share the Client Portal invitation link.
Invite clients to access their Client Portal.
Additional Features
Add family members
Configure AI Campaigns
Center Panel – Activity Timeline
The Activity Timeline serves as the communication and engagement hub for the client.
Notes
Shared Notes
Visible to users who have access to the client profile.
Private Notes
Visible only to the user who created them.
Use notes to document:
Client conversations
Meeting summaries
Follow-up reminders
Offline discussions
Log Calls
Record details of calls and conversations with clients.
Send Messages
Communicate directly with:
Clients
Family members
Transaction Coordinators
Communication Tools
Quick access to:
Chat
Text
Call
Email
Appointments
Notes
Client details
Activity Tracking
Monitor:
Recent client activities
Communication history
Client interactions
Right Panel – Client Activities & Transactions
This section provides access to client-related workflows.
Transactions
Create and manage:
Purchase Transactions
Listings
Leases
Lease Listings
Referrals
Appointments
Schedule appointments with:
Reminder notifications
Google Calendar synchronization
BRBC
Create and send BRBCs directly from the client profile.
Searches : To create search criteria for a client, click on Search in the right side panel, then click the plus symbol to add the details.
Create property searches using the interactive map.
Available filters include:
Price range
Bedrooms
Bathrooms
Property type
Additional search criteria
Saved Searches
View all searches created for the client.
Shortlisted Properties
View properties the client has shortlisted or shown interest in.
Home Values
Generate home value reports and market insights.
Financing & Mortgage Requests
Initiate financing and mortgage-related requests directly from the client profile.
Communication Options
Agents can communicate with clients through:
Text Messages
In-App Messages (for clients using the Radius Client App)
Note: Email communication functionality will be available in a future release.
Client Navigation
The redesigned interface allows agents to:
Move between client profiles without returning to the client list
Search for clients directly
Scroll through client records efficiently
Client records are loaded in batches for improved performance.
Coming Soon
-Email directly from the client profile
-Smart Lists Integration
-Tasks
Collapsible Sections
Most sections within the Client Profile can be expanded or collapsed, allowing agents to:
Focus on relevant information
Reduce screen clutter
Maintain a cleaner workspace
Key Benefits of the New Client Profile
Modern and intuitive user interface
Centralized client management
Faster access to client information
Enhanced note-taking capabilities
Built-in communication tools
Simplified list management
Improved client navigation
Integrated search and transaction workflows
Better visibility into client activity
Cleaner and more organized workspace
For more information, please watch the tutorial videos below about the new client profile on the Radius account through the web.
