The transaction portal is a convenient way for the buyer/seller to keep tabs on their transaction and various information, such as important dates, files, contact information, showing feedback, and tasks.
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Portal Visibility
You can control what is included in each portal using the portal visibility buttons. To keep the visibility of each task, attachment, and date entry consistent in each transaction you will need to set the portal visibility in each template. The visibility of each item can be managed by the portal visibility buttons within the transaction at any time as well. You can also control which transaction statuses and participant role information are visible under the list settings.
Related Articles: Lists :: Transactions, Task Templates, Attachment Templates, Date Templates
Portal Access
The portal does not require a username and password for the buyer/seller's convenience. Instead, it uses a token system that requires the buyer/seller to log in only once on each device. Once they open their portal link they will have the choice to send their access token via email or text. They will not need to repeat this process unless they are using a new device.
To access their portal you will need to email the buyer/seller their portal link. You can send this portal link within an email template using the merge field code: $BuyerSellerPortalLink or under the Misc tab of the transaction click the Email Portal Link option under the buyer/seller portal section.
Features
Dashboard
The dashboard is designed to provide quick and easy access to the buyer/seller's current transaction(s). The open transactions are organized by status and a list of upcoming dates for the next 30 days.
Open Transactions
Once the buyer/seller clicks View Details on an open transaction, they will be taken to the transaction detail page. They will then view transaction highlights such as their agent and TC contact information, recent activities, transaction dates, open and completed tasks, contact information of other transaction participants, and file attachments.
You have the option to customize the right side of this view depending on how you use your account. For independent Transaction Coordinators, you typically will want to make sure the Independent TC Format is turned on under the Admin > Client Portal settings. This will make sure that the primary agent's logo and team name are populated here instead of your TC Account logo and name.
Closed Transactions
The buyer/seller will be able to have access to their closed transactions. Just like their open transactions, it will open the transaction detail page once they select a transaction in the list.
Settings
The settings section gives the buyer/seller the option to subscribe to their own personal calendar feed, which includes dates for all the transactions that they are a part of.
