Client Dashboard

Client Dashboard

  1. Click on the My Clients link on the My BLC Home Page.
  2. Click on a Client’s Full Name to open their Client Dashboard or by clicking on the link under Last Viewed.When you add a Client to connectBLC, a dashboard is automatically generated with that Client’s information.From here, you are able to view all communication between you and your Client, save searches, perform searches, save CMA worksheets, begin CMA reports, send messages directly, and refer real estate Service Partners to each Client.
  3. Upon adding a Client to connectBLC, along with the Client Dashboard that’s created for you, a personalized web page for your Client is created as well. You can preview what your Client’s web page looks like by clicking on the View Portal link as shown above.
  4. You can view your Client’s recent activity from the Activity Feed on their Client Dashboard as shown in the example below. This feed is customizable just like the Client Activity Widget on your My BLC Home page.

You can change your Client’s status to Inactive after closing, and your Client will no longer have access to their connectBLC web page.

Edit Client Information
connectBLC gives you the ability to change your Client’s status so you can automatically personalize your Clients’ web pages, automatically refer your Service Partners, and print mailing labels based upon your Client’s status and type.

  1. To access your Client database, click the My Clients icon in the top right corner of connectBLC.
  2. Click on a Client’s Full Name to access their Client Dashboard. From here you can edit your Client’s contact information or refer Service Partners to them from the Referrals section.

Reading Client Messages

  1. To read messages that your Client has sent to you from their connectBLC Client Web page, click the number on the My BLC page under the Client Messages widget.
  2. This will take you into the Client Dashboard for your Client. Here you can view the Activity Feed between you and your Client, which records any interaction — messages, sent property searches, CMAs, forms, phone calls, etc.