My Clients

My Clients

Adding your Clients to connectBLC is an important step as doing so will automatically create a private connectBLC Client Portal for them to access during the buying, selling, and closing/transaction process. You can input Client information manually, or you may import your contacts from other contact management software, such as Outlook, Online-Agent, Paragon, or Top Producer, into connectBLC.

You can access a list of your Clients from anywhere in connectBLC by clicking on the My Clients icon on any device.  You can also access your Clients’ contact pages by clicking on the My Clients link from the Shortcuts widget on the My BLC Home Page.

A list of your Clients will be displayed.

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      1. Open the My Clients page and click the checkboxes next to any client(s) you wish to delete. 2. If you are deleting multiple clients at one time, click the blue trash can icon at the top of the screen. NOTE: If you are deleting only one client at a ...

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