Set up customer to run their own searches

If you want one of your customers to be able to run their own searches, the first thing you need to do is add them as a Contact within Matrix.

Once a Contact is created, they will automatically get their own Matrix Client Portal.

Now, just send them an email from within Matrix.  Once they open the email and click on the link, it will open up within their own Client Portal and they will be able to run their own searches using the Start a New Search button at the top of the screen.

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.

Our support hours:
Mon-Thursday - 8:30 am - 7:00 pm Fridays - 8:30 am - 6:00 pm Saturday/Sunday - 9:00 am - 3:00 pm
About SmartMLS
Working with you to make homeownership happen.
Tell Us How We're Doing
Take a minute, let us know or send us a suggestion