Inviting a Client to the Client Portal

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. They will receive a reminder email or text (however you set it up), every Monday. This reminds them to go back and look at the progress.
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​Remember that the client portal is a web based private portal for the client and not an app that will need to be downloaded.

There are several ways you can invite the client 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 to launch their Client Portal via a link in the presentation or directly in the journey on the agent dashboard.

​In the agent dashboard, open the desired journey and locate the paper airplane icon on the far right.

​A pop-up window will appear where you will see "Send Invite". ​
Select if you wish to email the invitation or send an SMS (Text), or both.
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Additionally, more buyers may be added to the journey. Select "+ Add another client"
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Once all required data has been completed, click on "Create Client". and then send off the invites. Or invite each at their own time.
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Your client will receive their invite via email to launch their Client Portal!

First select the Journey icon in the bottom center of the screen.

Then select the Journey to invite clients.

Now we will open the tools tab by selecting the down arrow to open the tools menu

This will allow you to select the invite button.

The next screen should look familiar. You can invite the client, and even invite additional people into the journey.

At the bottom of each Chapter of the Buyer or Seller Presentation you will see "Get Started". This will send the invitation to the buyer to activate their Client Portal.