Overview
The Client Request feature lets your clients send you requests directly from their interactive scenario page. Instead of playing phone tag or waiting for email replies, clients can instantly ask for a new property analysis, request changes to a scenario, or get a pre-approval letter. You receive notifications via text and email the moment they submit a request, keeping the conversation moving without extra steps.
Before You Start
Requirement | Details |
Active deal with scenarios | At least one scenario must be created and shared with your client |
Client link sent | Your client needs access to their interactive scenario page |
Notifications enabled | Verify your text and email notifications are turned on in your account settings |
How Your Client Submits a Request
When clients open their scenario link, they'll see a Make Request button after acknowledging the required disclaimer. This button gives them five request options.
Request Types Available to Clients
Request Type | What the Client Can Do |
Request New Property | Enter a new property address they want you to analyze |
Change Down Payment | Ask for a different down payment amount on an existing scenario |
Home Proceeds Estimate | Request a net proceeds calculation for a home they're selling |
Pre-Approval Letter | Request a pre-approval letter for a specific scenario |
General Question | Send any question or comment that doesn't fit the other categories |
⚠️ Important: Clients can only submit requests after they've reviewed the required disclaimer on the right side of their scenario page. This ensures compliance before any communication begins.
How You Receive Notifications
Notification Channels
Channel | What You Receive |
Text Message | Instant alert with client name and request type |
Full details including client name, request type, and any message they typed | |
Apple Watch | Push notification if you have one paired to your phone |
What's Included in Every Notification
Each notification contains:
Client name (who submitted the request)
Request type (new property, pre-approval, etc.)
Full message content (any details or addresses they entered)
Responding to Client Requests
1. Check the request type
Open the notification to see what your client needs. The request type tells you exactly what action to take next.
2. Take the appropriate action
For new property requests: Create a new scenario with the address provided
For down payment changes: Update the existing scenario and reshare
For home proceeds requests: Generate a seller net sheet
For pre-approval letters: Create and send the letter for the specified scenario
For general questions: Reply directly via your preferred method
3. Update the deal
Make your changes in Deal Details, then let the client know their updated scenarios are ready to view.
Quick Reference
Client opens link → Acknowledges disclaimer → Clicks Make Request → Selects request type → Enters details → You receive text + email notification → Take action
Tips for Success
Respond quickly—clients who use this feature are actively engaged and ready to move forward
Enable all notification channels—having text and email ensures you never miss a request, even when you're away from your desk
Check request details carefully—clients may include specific addresses, dollar amounts, or questions that require precise responses
Use this as a conversation starter—a request is a buying signal, so follow up with a call when appropriate
Related Topics
Creating and Sharing Scenarios
Setting Up Notification Preferences
Generating Pre-Approval Letters
Creating Seller Net Sheets