What The Seller Experiences
Once the seller clicks the invitation link, they go through a short setup (A wizard will guide them through this process easily), but first they land on your customized Registration screen.
Don't forget to setup this landing page. See Portal Settings for this setup
Seller Registration and Sign In
Create an account — Name, email address, and password.\
Welcome Wizard Setup— A brief introduction to the portal and a easy step-by-step for the seller to pick their Preferences
Profile — Confirm or update their name and contact information.
Notifications — Your seller will choose how they want to be notified: email, SMS, both, or none. NOTE: They must first consent to receiving SMS/Text message notifications.
Do Not Disturb — Set quiet hours and a timezone so notifications only arrive at appropriate times.
After completing setup, the seller's dashboard loads with all their listing information.
What Sellers See in the Portal
| Section | Contents |
|---|---|
| Agent Profile | Your name, email, phone, brokerage, profile photo, and any configured social media links |
| Listing Overview | Full address, current price, listing status, and a cover photo |
| Key Metrics | Days on market, InfoPack view count, # of open houses, # of Attendees that have come to open house(s), Total # of showings, # of Social Posts |
| Documents | Files you have explicitly shared with the seller (internal documents are never shown) |
| InfoPack | A shareable link to the listing's InfoPack, accessible without login |
| Upcoming Events | Scheduled showings, open houses, and other calendar events with their dates and times |
| Activity Timeline | A live, chronological feed of everything that has happened on the listing, from Showings, Open Houses, Feedback and any General messages you post (As General Activities). |
| Network Partners | Share your Partners/Referral sources directly here with your entire customer base. |
| Historical Transactions | You can link multiple listings, and previous Sold Listings to a clients portal, and they can toggle/select what listing they want to see. |
Portal Display: Events
Each booked calendar event on a Listing has a Show in Seller Portal toggle.
General Events (optional display in portal) - you must explicitly enable the toggle when creating or editing an event to make it visible to the seller.
Listing Showing - is pre-selected to display in the portal and will always display (you cannot toggle this off) as Portal's are designed to promote your showings to your seller
Open House - is pre-selected to display in the portal and will always display (you cannot toggle this off) as Portal's are designed to promote your open house schedule to your seller.
When selecting "Show in Seller Portal" for the above 3 events, this is how it will be displayed in the Sellers portal:
Portal Display: Documents
In the listing's document management section, toggle visibility on a per-file basis. Only files you have marked as seller-visible will appear in the portal's Documents section.
Portal Display: Activity Metrics
InfoPack visibility is automatic. If a listing has an InfoPack, view counts will appear in the seller's metrics and an activity entry is created in their feed when the InfoPack is first published. Additionally, Metrics include:
| Metric | Description |
|---|---|
| Days on Market | Counts from your LIST DATE you selected in Reach |
| Open Houses | Counts the number of Booked Events = Open House in Reach |
| Attendees | Keeps track of Open House Attendees via the "Open house feedback" process. Tracking how many people came to your open house. This system lets you publish to portal, any open house Attendee info. |
| Total Showings | Counts the number of Booked Events = Showings in Reach |
| Social Posts | This keeps track of how many Portal Activity updates you perform, and link to a social platform |
| InfoPack Views | How many times infopacks have been viewed. |
Portal Display: Activity Timeline
The activity timeline is the core of the seller's portal experience — a chronological feed with the most recent item at the top. Activities fall into two categories: those you create manually, and those generated automatically by the system.
Manual Activities
Create these from the listing's Portal Activity button, in Reach, on the listing you want to generate an Activity Update for. Manual activities can be edited or deleted after they are created.
Select the Listing you want to generate an Activity Update for (A notice to your Seller)
Click the Portal Activity button
Here you can view all your recent Activity, and Generate a new Activity by selecting + Add new activity
General Activity
Use a general activity for free-form updates: market commentary, strategy notes, or any communication that doesn't fit a specific category. You can even drop files or digital assets into this section and update your clients.
Open the listing's activity section and click Add new activity.
Select General activity from the type dropdown.
Write your update in the Activity note
- Optionally, click Upload images to attach images inline with the note.
Click Add to save. The activity appears in the timeline labeled "Activity". If you added images, they will appear as a clickable carousel.
Social Media Post
Link the seller directly to a social media post you've made promoting their listing.
- Open the listing's activity section and click Add new activity.
- Select Social media post from the type dropdown.
- Choose the Platform (Facebook, Instagram, TikTok, X/Twitter, or YouTube).
- Paste the full Post URL — it must begin with
https://. - Write a Post description (required) — a caption or note about the post.
- Click Add to save. The activity appears labeled "Social Post – [Platform]" with a clickable link to the post.
Editing and Deleting Manual Activities
Each manual activity row has a pencil icon to re-open and edit the activity, and a trash icon to delete it. Deletion requires confirmation before the activity is permanently removed.
Automatically Generated Activities
The system creates these activities whenever specific events occur on the listing. No action is required from you — they appear in the portal automatically and cannot be edited or deleted.
Showings
| Event | Activity Label |
|---|---|
| A showing is booked | Showing Scheduled |
| The showing date or time changes | Showing Rescheduled |
| The showing is cancelled | Showing Cancelled |
When a showing is rescheduled, the activity preserves both the original and new date/time so the seller can see exactly what changed. NOTE: The Seller will most likely receive an email or SMS/Txt message notification (if setup)
Open Houses
| Event | Activity Label |
|---|---|
| An open house is scheduled | Open House Scheduled |
| The open house date or time changes | Open House Rescheduled |
| The open house is cancelled | Open House Cancelled |
Calendar Events
Generic calendar events (e.g., a photography session, a staging appointment) only appear in the portal if you have turned on the Show in Seller Portal toggle on that event.
| Event | Activity Label |
|---|---|
| A generic event is created (portal visibility on) | Event Scheduled |
| The event date or time changes | Event Rescheduled |
| The event is cancelled | Event Cancelled |
Showing Feedback
When you add or update notes on a showing — such as feedback from the buyer's agent — an activity is automatically created so the seller is kept in the loop.
Simply tap the "Add Feedback" button under the showing information in the Activity tab (Event tab) and you can follow the prompts.
| Event | Activity Label |
|---|---|
| Feedback is added to a showing | Feedback Added |
| Existing feedback is updated | Feedback Updated |
Open House Reports
When you publish an open house report (marking it complete and ready to share), an activity appears in the portal. If you update the report later, a second activity records that change. An open house report tracks your visits and any internal/external portal feedback you want to give.
| Event | Activity Label |
|---|---|
| An open house report is published | Open House Report Added |
| A published report is updated | Open House Report Updated |
Documents
When you add a document to the listing and mark it as visible to the seller, an activity links them to the new file. If the document is later replaced or updated, a second activity is created.
| Event | Activity Label |
|---|---|
| A seller-visible document is added | Document Added |
| A seller-visible document is updated | Document Updated |
InfoPack
| Event | Activity Label |
|---|---|
| An InfoPack is created for the listing | InfoPack Created |
Referral Partners
You can use your Seller Portal to publicize and promote your referral network of valuable professionals. Whether its Plumbers, Painters, Mortgage Brokers or inspectors, you can categorize and showcase whichever professionals you wish, to your Sellers.
To to your Reach CRM, and select Contacts
Along the top, choose Network ("Network Partners")
Add or Edit any Network Partner Contact you have and make sure that you
Input all the necessary info for that Contact
Give them a Job Title that reflects their profession (ie: Inspector, Painter) as Reach will use this as the Category that is shown in the Portal
Make sure you select "Available in Seller Portal" to make this contact available to all your sellers. NOTE: You cannot toggle on/off for different Sellers. In this case, Derek De'Finance, Morgage Broker will be available for All your Sellers to see.
Your seller will see the following:
