What's New
For companies that offer
Insurance and Security
to their clients, Home Security now also appears in the Client Portal consent pop-up — the same place clients already see Insurance. It remains on the Special Offers page as well. Clients can now opt in to Insurance, Security, both, or neither, and we'll match them with a single partner for each service they select.Why It Matters
Nothing new is being added to your portal — an offer you already provide is simply showing up in one more place where homebuyers will see it. If you offer these programs, your clients get one more useful option at a critical moment, connecting them with experienced professionals who can ease the burdens of closing on and settling into a new home.
Details
- This change only applies to companies that choose to offer Insurance and Securityin their Client Portal
- Home Security now also appears in the consent pop-up, in addition to its existing spot on theSpecial Offers page
- The pop-up now presents both Insurance and Securityas opt-in options
- Clients can select Insurance, Security, both, or neither
- Each selected service matches the client with a single partnerfor next steps
- Clients who opt out will not be contacted, exactly as before
- Inspectors retain full controlover which products appear in their Client Portal
Note:
These programs remain available in the US only.Timing & Audience
This applies only to companies that have chosen to offer Insurance and Security. We're gradually rolling it out across Client Portal traffic over the next few weeks.