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What Your Clients Do and Do Not See

A single reference for what is client-facing in Rayse and what stays private to you.

Written by Yvonne Thomas

If you remember one thing about Rayse, make it this: you control what becomes client-facing. Here is the full picture.

Clients may see

  • Their shared journey and selected progress.

  • Journey homes and the reactions to them.

  • Your approved agent profile and branding.

  • Information cards enabled for the journey.

  • A report — only when you deliberately share it.

Clients do not see

  • The agent activity timeline.

  • The Milestones tab.

  • Offers and working estimate figures.

  • Agent-private notes.

  • Another participant's raw property scores.

  • Your complete to-do list, calendar, contacts, or business activity.

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