Our new Client Portal is redesigned to make it simple and easy for your home buyers to manage the home inspection process. They can see a timeline of events, view any ancillary services, and manage all their documents in a cleaner, more intuitive interface.
Additionally, the home buyer can leverage partnerships we've made to help you earn more revenue per inspection while providing them with great deals, valuable information, and special offers on things they'll need, like home insurance, moving services, and home warranties.*
Get Started with Upselling
Pop into "Settings" and click "Client Portal". Check the box to default to the new client portal on every inspection.
For 'upsells', check the box for each add-on service you want to upsell in you Services & Fees settings.
Your new client portal will show your client any additional services they can add-on to the main service they selected.
Get Started with Partnerships
*Partnerships are opt-in only by both you and your clients. This means that even with our partnerships activated on your client portal, your clients will never be contacted unless they choose to give their information to one of our partners to receive more information.
1. Pop into "Settings" and click on the new "Partnerships" button to decide which partnerships, if any, you'd like to show up in the new Client Portal.
What do my clients see?
Once the inspection has been published, your clients will see additional tasks depending on the partnerships you've chosen to enable. For example, if you've selected "Pack-Rat" as a moving partner or "Lemonade" as an insurance partner, your clients would see the following in the client portal:
Feedback?
Please send any feedback to michael@spectora.com - I'd love to hear your thoughts, agent reactions, etc.!