2025 Super Portal Classes

🧭 Super Portal Support Guide

The Super Portal is Eric’s proprietary platform integrated into Follow Up Boss (FUB).

While it works seamlessly with FUB, it’s a separate system—issues should be directed to our Support Team, not Follow Up Boss support.

📍 Accessing the Super Portal

🔗 Two Ways to Access

1. Direct URL
   • Go to app.bramlettpartners.com
   • Bookmark for easy access

   • Log in with your branded Google email

     From a Client Page in FUB

   • Open the client record
   • Click the purple Super Portal button to open their specific portal view

💡 Tip:

Drag the Super Portal widget toward the top of your FUB dashboard for quicker access (use the three-dot “move” icon).

🏷️ Client Ratings

• Ratings: A+, A, B, C, D

  Why Rate Clients?

  • Organizes your database
  • Enables gift automation and targeted Smart Lists
• Relationship Default: Rating applies to all linked contacts unless toggled off
• Syncing: Ratings in the Super Portal create/update tags in FUB automatically (may require refresh)

🎉 Adding Events

• Use the ➕ Add button next to each contact in a household

  Events to Track:

  • Birthdays (customizable messages per person)
  • Home purchase anniversaries
  • Children’s birthdays (can track age for gift adjustments)
• Sync: Events in the Super Portal automatically sync to FUB

🎁 Gifting

✅ Requirements

1. Client is rated
2. Event is in the system
3. Mailing address is on file
4. Gift preferences are set

⚙️ Gift Preferences

• Company Defaults:

  • A+ & A clients get gifts for birthdays and closing anniversaries

    Agent Defaults:

  • Customize gifts per rating tier

    Individual Overrides:

  • Edit specific client events without changing global settings

🛍️ Vendors

1. Tiff’s Treats – Great for local delivery, not ideal for out-of-state
2. Bon Vivant – Ships USPS, non-perishable (best for out-of-state)
3. Austin Cake Balls – Popular locally; shipping beyond Austin is costly

🔎 Searches

📈 Market Updates (Seller Updates)

• Best created in the Super Portal widget

  Suggested criteria:

  • Zip code (broad)
  • Elementary school (more targeted)
  • Property subtype (condo, single-family, etc.)
• Name searches after the property address for clarity in emails
• Default frequency: Daily (can be changed to weekly, monthly, etc.)

🏡 Buyer Searches

• Use Advanced Search for detailed criteria (price, beds, baths, etc.)

  Set up in either:

  • Widget (for quick updates)
  • Full Super Portal (for full features)

📤 Sharing Properties

• Send via:
  • Public link (single or multiple properties)
  • Suggest/Comment to engage with clients
• Remove properties from results to avoid resending unwanted listings

📊 CMAs

• Create Quick CMAs directly in the Super Portal

  Steps:

  1. Set search criteria

  2. Select/deselect relevant comps

     Click Quick CMA to preview (not published yet)

     Send via Save & Send

     • Use AI tools like Explain CMA to auto-draft an email (edit before sending)

🚗 Tours

• Add to Cart: Add properties from one or multiple searches
• Optimize Route: Choose client speed (slow, average, fast)

• Rearrange Order: Drag to reorder stops

  Showing Instructions: View in property details or “Schedule Showing” tab

  Share Tours:

  • Email with property links
  • Public link (great for texting)
  • Printable PDF

💡 Tip: Schedule appointment-only properties first to avoid timing conflicts.

🔮 Coming Soon

• Database Wizard: Prompts to merge duplicates, add missing info, and rate clients
• Subject Property in CMA: Adds clarity and integrates into AI tools
• Map Polygon Upgrade: Edit search criteria without leaving the map view
• Client-Created Searches: Clients can set up their own searches in the portal, visible to agents