Quick Tip: Setting up Client Portal notifications

September 24,  2019

Steve Savoie

This quick tip is brought to you by Customer Success Coach, Steve Hoover. Steve, along with our other Customer Success Coaches, travel to real estate offices throughout our coverage area, fostering relationships, and providing personal support to you and other subscribers through training and technical field assistance.

Are you getting notified by email or text when your client visits the Client Portal from the email you sent them on recommended listings? How about when they select a listing as one of their favorites? If you are not receiving notifications like these, you need to set up your Client Portal notifications in Bright.

Here is how you can set up your Client Portal notifications in Bright.

  • Log into brightmls.com.
  • Click the orange button with your name located in the upper right-hand corner of the screen.
  • Next, click the orange Account & Settings button.

Account-SettingsinButton

  • On the Account & Settings page, scroll down and click MLS Settings.

MLS Settings Screenshot

 

  • Then, click Portal Notification Settings located at the bottom of the page.

Portal Notifications Settings Image

  • Now, check all the notifications you would like to receive. You can receive them ASAP in an email and/or text, or elect to receive a daily summary by email. Please remember to add your cell number and provider at the bottom if you check the “Notify me ASAP via Text” option.

Portal Activity Settings Image

  • ​Finally, click the Save button. Now, you will be notified whenever your client has performed any of these Portal activity actions.