Bringing a client in

There are two doors into your portal. Both put the renter in your client list, assigned to you, with the checklist for the document set you choose.

The share link

Your personal link, /r/your-name, is on the Clients page and under Settings, Share with Clients. A renter who opens it sees your name, brokerage and contact details, so they can check they are signing up with the right person, then creates their password. No invitation needed, so it works on a business card, a listing or a text.

The email invitation

On the Clients page, choose Invite a Client and type their email. They get an email with a secure link to set up their portal; the link works for 7 days. Pending invitations are listed under Client Invitations, where you can copy the link, send the email again or cancel it.

What they see

Their portal opens on their checklist. Each item says what is needed and accepts a PDF or a photo, and a photo becomes a clean PDF on its own. They can write to you from Messages, fill in the rental application at their own pace, and answer the questions for the letter to the landlord.

Language

A renter can switch between English and French at the top of their portal. If your province is Quebec, their portal and emails start in French. Read English and French.