Client Portals & Viewings4 min read
Sharing Interactive Property Shortlists and Collecting Buyer Feedback
Send curated property selection links to buyers and receive their interest ratings in real time.
How Tokenised Recommendation Shortlists Work
When you propose matched properties from the CRM, the client receives a tokenised link (`/shortlists/:token`). This page presents all recommended properties in a clean, mobile-friendly comparison view.
- Zero-login access to photos, prices, and specs of all recommended listings.
- Clients submit direct feedback on each property (`/shortlists/:token/recommendations/:id/respond`).
- Responses sync back to the agent’s CRM and Matched Recommendations view immediately.
Accelerating Viewing Selection
As soon as a buyer marks a recommended property as interested, your agent can schedule a viewing appointment in one click.
More guides in this topic
Still need assistance?
Our support and onboarding specialists are ready to help your estate agency succeed.
Ready to get started?
Try the Pro plan free for 30 days and take your estate agency to the next level.
30 days free · Every Pro feature · Cancel anytime