ClientConnect Online Guide for iOS Mobile App

Overview

The ClientConnect mobile app provides a simple way to communicate with your agent and manage your home-buying tasks. Whether you are looking for a home, viewing a property, or reviewing an update from your agent, ClientConnect puts all property details at your fingertips. After downloading the app and creating an account, you can seamlessly communicate with your real estate agent about properties, showings, and feedback.

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Create a ClientConnect Account

You’ll need to create an account to log into the app after your agent invites you to manage home-buying tasks. When your agent sends an invitation, you’ll receive an email to download the app and set up your account.

  1. Open the invitation email on your mobile device and follow the instructions to download the app. Locate the verification code in the email.
  2. Open the ClientConnect app and tap Create Account.
  3. Enter the verification code from the email into the field provided.
  4. Enter the email address where you received the invitation into the Email field, then tap Next.
  5. Enter a password in the Password field and re-enter it into the Confirm Password field.
  6. Tap Next, then tap Finish.

Note: If spouses, relatives, or buying partners are purchasing together, your agent can invite and create an account for each buyer individually.

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View Showings Schedule

You can view your scheduled showing appointments on a calendar and launch your phone’s default map app to get directions.

  1. Tap the Calendar icon at the bottom of the screen.
  2. A calendar displays the current month by default.
  3. Tap any date showing a blue dot to view scheduled showings for that day.
  4. Tap a showing entry to view full appointment details.
  5. To get directions, tap Get Directions beneath the property address. A route will automatically open in your mobile device's map application.

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View Messages on the Message Center

The ClientConnect app features a Message Center for all communications between you and your agent regarding appointment scheduling, property updates, and notes.

  1. Tap the Message Center (envelope icon) at the bottom of the screen.
  2. Tap any message to read details. Select Reply to respond, or Dismiss to clear the notification.
  3. Tap Done when finished.

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Add or Change Your Profile Picture

  1. From the Home screen, tap the Profile (person) icon in the top right corner.
  2. Tap Profile Picture.
  3. Tap Change Photo to upload an image from your device's camera roll or take a new photo.
  4. Tap Save Changes.

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Change Your Password

  1. From the Home screen, tap the Profile (person) icon in the top right corner.
  2. Tap Change Password.
  3. Enter your current password, enter your new password, and confirm the new password.
  4. Tap Save Changes.

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Add Your Work Address to Your Profile

Adding your work address enables ClientConnect to calculate estimated drive times from listings to your workplace when viewing and comparing properties.

  1. From the Home screen, tap the Profile (person) icon in the top right corner.
  2. Tap Work Address.
  3. Enter your workplace address details (Street Address, City, State, and Zip Code).
  4. Tap Save Changes.

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Add a Property to Your Property List

You can manually add properties to your list that were not originally sent by your agent—for example, a home you drove past or found online.

  1. From the Home screen, tap the Hamburger Menu (≡) in the top left corner.
  2. Tap My Properties.
  3. On the Properties screen, tap Add New.
  4. In the search box, enter the property address or MLS number.
  5. Confirm that the correct property is selected, then tap Confirm.
  6. Tap Done once the confirmation message appears.

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View, Remove, and "Favorite" a Property

All properties recommended by your agent or added by you are organized in your property roster.

  1. Tap the Hamburger Menu (≡) in the top left corner and select My Properties.
  2. Tap any property card in the list to view its full details (bedrooms, bathrooms, square footage, drive time, and price history).
  3. To Remove a Property: Tap Archive Property to remove it from your active list.
  4. To Favorite a Property: Tap the Heart icon in the top right corner of the property page (or directly on the card in the list). Favorited properties can be filtered easily under the My Favorites menu.

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Compare Properties Side-by-Side

When deciding between multiple homes, you can compare listing specs side by side.

  1. Tap the Hamburger Menu (≡) in the top left corner and select My Properties.
  2. Tap Compare in the upper right.
  3. Check the boxes next to the properties you want to compare, then tap Compare.
  4. Review side-by-side details, including:
    • Listing Price
    • Bedrooms & Bathrooms
    • Square Footage
    • Estimated Workplace Drive Time

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Rate Properties & Provide Feedback

After viewing a home, you can submit star ratings and feedback. Ratings are automatically shared with your agent to help refine your home search.

  1. Tap the Hamburger Menu (≡) in the top left corner and select My Properties.
  2. Select a property you have viewed and scroll down to the Ratings section.
  3. Tap the desired star rating and enter any feedback notes.
  4. Tap Done to save. Your star rating will now display directly on the property card in your list.