Wednesday, 13th of August 2008 at 03:00:53 PMIn a week, the ARMLS Committee will re-convene after a break that allowed the staff to implement the new system. I start to reflect on our conversion and prepare to bring to the committee any and all concerns and appraisals that I receive from other agents. There is another voice that I like to listen to, actually I have to listen to, they are the most important people to my business, my clients. So far, their responses have been positive.
The Portal
One client was very quick to send me a note, she said this about the portal:
The portal looks really good. Much easier to navigate than the old version.
That was the comment that I figure I would hear from most of my clients, and one that I am happy to hear.
The Other Comments
Most of the other comments have been, it’s nice, I’m not sure yet, but looks good. It’s nice that I don’t get so many emails from you now (I set theirs to notify just twice a week). Mostly it has been impartial at this point. Either they are excited about it, or they just don’t care. The good news is that I’m not hearing any real major concerns.
My Concerns for the Client
I did discover that the automated emails to the clients letting them know that there are new listings in their search don’t direct them to their portal, but instead send them to an interactive report. That is something that I would like to change at some point in the future. I prefer that my clients have the ability to track and make notes on properties that they want to see, didn’t like or keep on their short list. One solution that has been suggested by another user is to put in the automated email that the client should log in to their portal and not use the attached link. Sounds like a good stop-gap solution, but not the long-term one that I would like to see.
Related posts:
Craig, on interactive auto e-mails sent from the system, there is a “Log In” link in the upper right that will log a client into the portal. The favorite icons should appear too, and once the client clicks on those, it should present them with a login box for their portal if they haven’t already logged in. Note that if you send printer-friendly auto e-mails, they will not have the capability of accessing the portal.
If you’ve selected the box to copy yourself on the auto e-mail, that copy does not include the portal login capability. The link sent to you shows the same properties, but has no portal login link. The reason for this is that the same link can be sent to multiple clients in a single auto e-mail, so the client identifier is left off for the copy of the link sent to you to avoid having to send one link to you for each recipient since the set of listings is the same for each recipient.