Client Portal and Property Sharing in Tesoro

Portal activation

1. Settings → Client Portal → Enable Portal
2. Customize portal settings:
   • Portal URL: yourcompany.tesoro.app
   • Branding: Upload logo, set colors
   • Languages: Enable NL/EN/ES
   • Property visibility: Which properties show on portal
3. Configure watermark (optional - for property images)
4. Set contact form preferences
5. Save and activate

Portal customization

Branding options:

• Company logo (top left)
• Brand colors (primary/secondary)
• Custom header/footer text
• Contact information
• Social media links

Feature toggles:

• Enable/disable map view
• Show/hide price on portal
• Allow/disallow viewing requests
• Enable property comparison feature
• Show/hide sold properties

Property visibility rules

Control which properties are visible:

• All active properties: Default (all Active properties)
• Selected properties only: Manually select per property
• Filtered by criteria: Auto-show properties meeting criteria (price > €200k, specific areas)

Creating portal users

Two ways to give portal access:

Option 1: Convert existing contact

1. Open contact detail
2. Click 'Create Portal User'
3. Set password (auto-generated or custom)
4. Select access level:
   • Full access (all portal properties)
   • Limited access (specific properties only)
5. Send invitation email

Option 2: Public registration

• Enable 'Allow self-registration' in portal settings
• Buyers can self-register via portal
• Admin approval required (optional)

Access levels

Full access users:

• View all available properties on portal
• Search and filter properties
• Save favorites
• Request viewings
• Download public documents

Limited access users:

• Only see specifically shared properties
• Perfect for VIP clients with exclusive properties
• No access to general property catalog

User activity tracking

Track what portal users do:

• Property views: Which properties they viewed
• Search history: What they searched for
• Favorites: Which properties they saved
• Viewing requests: Appointments requested
• Contact form submissions: Messages sent

Use this data for better lead qualification and follow-up.

Direct property sharing

Share specific properties with individual clients:

1. Open property detail
2. Click 'Share Property'
3. Select sharing method:
   • Portal user: Share to existing portal user account
   • Email link: Send shareable link via email
   • Public link: Generate link for anyone
4. Add optional message
5. Send

Deal-based sharing

For organized buyer journeys:

1. Create deal for buyer
2. Add properties to deal offers
3. Click 'Share Deal Properties'
4. Buyer sees curated selection in portal
5. Track which properties buyer likes/rejects

Deal portal features:

• Buyer can mark properties as 'Interested' or 'niet Interested'
• Leave notes on each property
• Compare properties side-by-side
• Request viewing for multiple properties

Sharing via collections

Group properties in collections for buyers:

1. Create 'Collection' (e.g., "Barcelona Beachfront")
2. Add relevant properties
3. Share collection link with buyer
4. Buyer browses curated selection

Perfect for presenting themed property selections.

Portal performance metrics

Track portal usage in Dashboard → Portal Analytics:

• Active users: How many portal users
• Property views: Most viewed properties
• Search queries: What buyers are searching for
• Viewing requests: Appointment request rate
• Favorite properties: Most saved properties
• Conversion rate: Views → viewing requests → deals

User engagement tracking

Per portal user you can see:

• Total property views
• Favorite properties (saved)
• Search history
• Viewing requests submitted
• Messages sent
• Last login date

Use for lead scoring and prioritization.

Popular properties analysis

Identify which properties generate most interest:

• Properties with most portal views
• Most saved as favorites
• Most viewing requests
• Comparison activity (which properties buyers compare)

This helps validate pricing and marketing strategy.