2026 Super Portal Classes

🧠 Super Portal Guide

Welcome to your go-to guide for using the Super Portal alongside Follow Up Boss (FUB) at Bramlett Partners. This documentation is based on internal training and outlines best practices, required setup steps, and key deadlines.

🧭 Overview

The Super Portal integrates with Follow Up Boss and powers five core workflows:

🔗 General Info

🎁 Automated gifting

🔍 Buyer & seller searches

📊 CMAs and market insights

🗺️ Tours and showings

💼 Deals / Transactions

Each section below aligns directly to one of these workflows.

🔗 General

How Super Portal Works with Follow Up Boss

• The Super Portal appears in FUB as a widget on each client profile.
• The widget is a preview only — click the purple Super Portal button to access the full platform.
• Many actions sync back to FUB (ratings, searches, activity).

⚠️ Always confirm you’re on the correct client profile in FUB before taking action. Super Portal actions apply to the currently selected contact.

🧪 Best Practice: Create a Test Account

Highly recommended for all agents.

Create a test contact using:

• a personal email, or
• your Bramlett email

This allows you to safely practice:

• rating clients
• adding events
• building searches
• testing gifting preferences

…without accidentally emailing real clients.

🎁 Automated Gifting

⭐ Client Ratings (Required)

Ratings determine who is eligible for gifts.

• You control your rating system.
• N-R (Not Rated) allows you to add events without committing to a tier.
• Ratings apply to the entire household when relationships are added.

👥 Relationships & Gifting Behavior

You can add relationships such as:

• spouse / partner
• children
• pets

Important behaviors:

• Relationships sync between Super Portal and FUB.
• The primary contact’s rating applies to everyone in the relationship (intentional for gifting automation).

📅 Events & Mailing Address (All Required)

For a client to receive a gift, all three must exist:

1. ✅ Client is rated
2. 🎉 An event exists
3. 📬 A mailing address is on file

Missing any of these will stop gifting.

Common Events

• Birthdays (per individual)
• Home purchase / closing anniversaries (household-level, buyer vs seller)

Mailing Address Sync

• The first address in FUB syncs as the mailing address.
• You can edit the mailing address directly in Super Portal if needed (e.g., work address vs home).

🎁 Gift Vendors (Bramlett Partners)

🍪 Tiff’s Treats

• Cookies and truffles
• Client must be in a Tiff’s delivery zone
• Bramlett business discount
• Clients receive delivery notifications

🎁 Bon Vivant (Steely)

• Birthday and home anniversary gift boxes
• Ships anywhere in the U.S.
• Non-perishable
• Pricing generally includes shipping (tax added)
• Closing gifts available but ordered manually

🍰 Austin Cake Ball

• Best for Austin proper
• Shipping outside Austin can be costly in warm months

🏡 Life Anchored Home (Laney)

• Tiered gift boxes (birthday, anniversary, kids)
• Ships nationwide
• Pricing is bundled (shipping + tax included)
• Anniversary gifts planned to refresh yearly
• Custom notes available; business cards possible upon request

✍️ Custom Gift Messages

• Optional per event
• Avoid age-specific or year-specific wording
• If left blank, a Bramlett-branded generic message is sent

📍 Added directly on the event in Super Portal.

⚙️ Gift Settings: Defaults & Overrides

Access

Top right → Your Name → View Profile → Gift Settings

Option 1: Company Defaults

• Automatically applies Bramlett gifting rules
• Sends gifts to A+ and A clients

Option 2: Your Own Defaults

Set “blanket” gift preferences by:

• event type
• rating tier
• vendor + gift

Individual Overrides

Use for dietary needs or preferences:

Reports → Events → Open Event → Change Gift → Update Event

📆 Monthly Gifting Deadlines (Critical)

• 10th: Monthly reminder to audit gifts
• 15th: Vendor reports are sent for the following month

📌 Example:

To ensure February gifts are correct, changes must be finalized by January 15.

Auditing Gifts

Go to Reports → Events, filter by timeframe, and confirm recipients and gifts.

💳 Payment Methods for Gifts

• Bon Vivant: vendor authorization form
• Austin Cake Ball & Life Anchored Home: Bramlett card authorization form
• Tiff’s Treats: requires a Tiff’s account with a saved card

📧 Email Support to update payment information.

🔍 Buyer & Seller Searches

🏠 Market Updates (Seller Searches)

Best practice criteria:

• Zip code
• Elementary school
• Property subtype

📛 Name searches using the property address so emails are clear to clients.

🔍 Buyer Searches

• Built in the full Super Portal
• Use map view for polygons
• Confirm results before saving
• Initial email can be customized (AI-assisted)
• Ongoing updates follow system format

🔔 Search Notifications & Activity

• Client comments trigger agent notifications

  Favorites / possibilities may also notify (behavior varies)

  View engagement in:

  • Super Portal activity
  • FUB activity feed

🧬 Merging People (Do This First)

Always merge contacts before setting up searches.

• Merge into the profile with existing Super Portal activity
• Incorrect merges can cause search loss
• Relationships cannot be unmerged (recreate contacts if needed)

📊 CMAs & Market Insights

📈 Subject Property + Quick CMA

Steps:

1. Search property address
2. Click over to View Results
3. Click on the newest property → CMA Builder
4. Review CMA search field criteria → Quick CMA

Delivery Options

• Interactive email
• Downloadable / printable PDF

AI tools can help draft messaging — always review before sending.

🗺️ Tours & Showings

Creating Tours

• Add listings to the cart from search results
• Cart persists across searches
• Optimize routes automatically
• Adjust speed and order as needed

Scheduling

• ShowingTime listings show a blue button
• Non-ShowingTime listings require manual coordination

Sharing Tours

• Email
• PDF
• Public link

Adding a Property to an Existing Tour

Go into the Client → Add the desired property to your cart → In your cart select " Custom Title / Edit Existing Tour"  → Select the tour you want to add your property to

💼 Deal / Transactions (Super Portal Only)

🚫 Do not use the Deals tab in Follow Up Boss.

✅ Always use:

Super Portal → Deals

Features:

• Add transactions
• Track volume and income
• Export CSVs for reporting