Creating a Customer Web Page for a Client

Once you have configured your Customer Web Page settings, you can create a Customer Web Page for each for each listing or closing party associated with the listing or closing record.

With listings, it is presumed that you are representing the seller or sellers, and you can therefore create a Customer Web Page for any listing party that you have designated as a "seller". For closings, you can create a Customer Web Page for the seller and/or buyer.

To create a Customer Web Page for a listing or closing party:

1. Open the Listing record or Closing record. How?

   • Listing Record: From the Main Menu bar, go to Listings > Listings Summary. Click the listing's row to open the listing record.

   • Closing Record: From the Main Menu bar, go to Listings > Closings Summary. Click the closing's row to open the closing record.

2. Click the Manage Customer Web Page icon in the record's header.

3. Click the Add Web Page for Listing Party or Add Web Page for Closing Party action link.

4. Make a selection from the Listing Party or Closing Party drop-down.

   After you make your selection, the Username and Password fields are automatically populated. You can change these values to whatever you want, as long as you use only numbers and letters of the alphabet (no special characters such as dashes or other punctuation).

5. Select values for the listing and closing Do not display settings. These settings control the display of active listing and sold closings on the Customer Web Pages, and override the date range settings on the service reports themselves.

6. Click the Add Web Page button.

   The Web page is created and the contact is sent an email message containing a link to the Web page and their username and password (if this setting was enabled when you added the web page). The text for the message is defined in the Configuring the Customer Web Page settings.