Enhancing Your Client Experience with New Portal Widgets

The recent enhancements to SAM's client portal are designed to support real estate agents in providing a smoother, more engaging experience for their clients. With the introduction of new widgets, agents can now customize and control the information that clients see at every step of their real estate journey.

What is the Client Portal?

The client portal is a private, branded website tailored for each client, guiding them through their real estate process from appointment to closing. The portal enables clients to review progress, access important documents, and stay informed—all without the hassle of managing a separate login. This seamless experience is initiated via a secure link sent by the agent.

New Widgets to Enhance Client Engagement

The new widgets available in the portal allow agents to provide critical information and updates in a user-friendly format. Here’s a breakdown of some key widgets and how they can benefit your clients:

• Title & description — Welcome/intro copy for any Contact, Listing, or Transaction milestone.
• Highlight banner — Consultation, status, or celebration-style banner with optional dates; available on all milestones.
• Links & resources — Link cards and resource grids; available on all milestones.
• Info card — Title and description only (no links); available on all milestones.
• Notes from agent — Tagged agent notes for that step; available on all milestones.
• Important dates — Date list from the milestone’s Contact, Listing, or Transaction dates.
• Date List — Titled date rows with a chosen Contact, Listing, or Transaction source and optional completed checks; available on all milestones.
• Documents & files — Tagged files and external documents; available on all milestones.
• Client form — Seller homework and similar forms (commonly used on Pre-Launch); available on all milestones.
• Key facts — At-a-glance label/value rows; available on all milestones.
• Text section — Meeting notes or static text; available on all milestones.
• Checklist progress — Read-only checklist group progress; available on all milestones.
• Showing activity — Showings for a contact (tours) or listing; typically Contact or Listing milestones.
• Party members — Party people by type with name, phone, and email; Listing or Transaction milestones.
• Calendar widget — Calendar activities by tag (pending and completed); available on all milestones.
• Fee / selection card — Fee tiers filled per grant on Contact → Portal; available on all milestones.
• Highlight text (per grant) — Per-grant text and/or an optional date field; available on all milestones.
• Buyer Demand & Outreach — Agent outreach timeline; hidden until entries exist; available on all milestones.
• Announcement — Centered banner with merge fields, optional CTA button, and signature; available on all milestones.
• Numbered List — Titled numbered plain-text steps (e.g. What’s Next); available on all milestones.
• Improvement Program — Listing improvements with cost, dates, and status; Listing milestones only (Pre-Launch, On Market).
• Price History — Original and current list price from the listing; Listing milestones only.
• Photo Carousel — Property photos by Photo Manager type, landing-page style with tap-to-expand; Listing milestones only.
• Service Providers — Seller edit on Listing stages and buyer view on Transaction stages, paired by storage key.

Why This Matters for Real Estate Agents

By leveraging these new widgets, agents can enhance their communication and transparency with clients. Empowering clients with real-time information not only builds trust but also enables them to be proactive in their real estate journey. The personalization options allow agents to address client-specific needs and preferences, making every interaction more meaningful.

More Information:

For more information and to explore how to implement these widgets, visit Workflow Secrets.