Once you start a journey with your client we can send them an invitation to Rayse! The Client Portal is a web based home-buying experience that provides the buyer with transparency, collaboration, and data-driven insights.
How to invite your client to Rayse
There are two opportunities to invite the buyer(s) into the Journey. The first thing you must always do is create the journey. Once you have created a Journey, the client may be invited in:
In the Buyer Presentation.
in the Journey directly.
1. In the Buyer Presentation:
At the bottom of each Chapter of the Buyer Presentation you will see "Get Started". This will send the invitation to the buyer to activate their Client Portal.
2. In the Journey:
In the agent dashboard, locate the paper airplane icon on the far right.
A pop-up window will appear where you will see "Send Invite".
Additionally, more buyers may be added to the journey. Select "+ Add another client"
Once all required data has been completed, click on "Create Client".
Your client will receive their invite via email to launch their Client Portal!
No applications need to be downloaded. The client portal is 100% web based.