portal Tutorials

Portal Tutorials and Guides

Portal Tutorials & Guides

Snap2Close’s Client Portal lets you easily order photos, manage your media, and create content. Snap2Close is providing both text and video tutorials. The video tutorials were created in 2023.

Simply click on the linked text for each topic to get started.

What is the Client Portal? (Link)

Client Portal Navigation Guide (Link)

  • GENERAL
  • Listings (Where you can manage your delivered listings)
  • Media Section (Images, Plans, Videos, 3D Tours and more)
  • Marketing Section (Property Details and Status, Property Websites features)
  • Property Website Editor (How to modify or edit your Property Websites)
  • Marketing Materials (Creating Flyers, Postcards and other media)
  • Orders (Orders that have not been fulfilled)
  • Leads (Contact leads from your Branded Property Website)
  • TEAM SETTINGS
  • Team (Adding assistants, transaction coordinators and others to our team for notifications)
  • Notifications (Identifying which Team members receive notifications)
  • PERSONAL SETTINGS
  • User Details (Your name, email address, phone numbers and passwords)
  • Social Profile Links (Linking your Branded Property Websites to our social media accounts)
  • Payment Cards (Where you can manage your credit card information
  • Notification Preferences (Managing your Notifications and communication methods)

Ordering a photoshoot (video tutorial)

Rescheduling a photoshoot (Link)

Postponing a photoshoot (Link)

Cancelling a photoshoot (Link)

Downloading media (Link)

Managing delivered Listings (Video Tutorial) (Listings)

Embedding Videos (Video Tutorial)

Embedding Videos on MLS (Video Tutorial)

Designing & Managing property websites (Link)

Creating Flyers and Digital Media (Link)