Web Portal Instructions
Watch the web guide ↗
- Log In & Access Roster: Log into the SentriKey® web portal and click the Clients tab to open your client roster.
- Add New Clients:
- Add Client: Click to manually input client contact details.
- Import Clients: Click to bulk upload client records from a file on your computer.
- Key Client Management Features:
- Client Profile: View and update client contact details and settings as needed.
- Client Calendar: Link scheduled showings to specific clients, and view, edit, or delete client appointments.
- Client Properties:
- Interested In: Track, search, and add properties your buyer client is interested in.
- Selling: View connected listings for clients who are selling a home.
- Client Feedback: Review property feedback submitted by clients to refine future home searches.
- Client Activity: Track which properties your client has viewed and see total visit counts.
Mobile App Instructions
Watch the mobile guide ↗
- Open App & Access Clients: Open the SentriKey® Real Estate app, tap the Hamburger Menu (≡) in the top-left corner, and select My Clients.
- Key Mobile Features:
- Client Roster: View your existing client list, or tap the + icon to manually add a new client.
- Client Properties:
- Active: Track active listings your client is interested in.
- Inactive: View saved properties that have been taken off the market.
- Client Feedback: Review client responses and ratings regarding shown properties to refine future searches.
- Client Activity: Monitor which properties your client has viewed and how many times they’ve visited each listing.
