This article is going to walk through the process of signing up a client through MLS Property Finder.
Note: We are assuming you are already logged into MLS Property Finder.
1. Access the Sign-Up New Client Page
Hover over the Client menu option on the main navigation menu and left-click on Sign-Up New Client. This will take you to the main "Sign-Up New Client" page.
2. Enter Client Information (Part One)
On the first page you will be prompted to insert some information about the new client. There are three required fields:
- First Name
Enter the first name of the client here.
- Last Name
Enter the client's last name here.
This is the email you will be using to communicate with the client.
There are other optional fields, such as the client's address , a secondary email to contact them with, phone number, and more.
You can also set a default password for clients, however leaving that field blank will auto-generate one for them.
Similarly, you can leave comments about clients.
3. Search Criteria for Client (Part Two)
Next you will be asked to set preferences for this client. You are required to select the types of property your client is interested in - you can choose as many as needed.
You will also have to select at least 5 towns or zip codes that your client may be interested in searching for property in. You can manually add a town or zip (and be sure to select the right state!) and click the "Add" button or you can select Towns and/or Counties by State, select them by left clicking the name, and the clicking the "-->" button to add them to the list of interested areas.
There is also an option to control what types of messages your clients will receive from you - you can check as many as needed.
Once you're done hit "Submit" to see a confirmation screen.
That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!