Your clients deserve
their own dashboard.
GeniePortal™ gives every client on your site their own dashboard — saved searches, favourites, listing alerts, and a direct message line to their agent — with every account linked live to its GenieCRM™ lead record. Persona-tailored buyer, seller, and investor tools are rolling out next.
One registration. A dashboard your clients keep coming back to.
Buyers, sellers, and investors each get tools built for where they are in their real estate journey — and every touchpoint feeds back to your agents automatically.
Saved Searches & Favourites
Buyers save searches and favourite listings directly from any listing page and manage them from their dashboard. Automatic new-match and price-change email alerts are rolling out next. Price changes on favourites notify them instantly.
Mortgage Estimator Coming soon
Buyers enter a property price, down payment, and rate to see an instant monthly payment estimate — right in their dashboard, tied to listings they're tracking.
Neighbourhood Comparison Coming soon
Side-by-side comparison of any two areas — median price, days on market, inventory count, and recent sold data. Helps buyers make confident area decisions.
Seller AVM & Market Timing Coming soon
Sellers see an estimated value for their property, comparable active and sold listings, and market timing indicators — all without asking an agent for a formal report.
One-Click CMA Request Coming soon
Sellers request a full pre-listing CMA with one click. The request lands directly in the agent's GenieCMA™ queue — pre-populated with the seller's property details.
Investor Return Calculator Coming soon
Investors enter purchase price, rent estimate, expenses, and financing to get instant cap rate and cash-on-cash return calculations for any listing they're watching.
Property Watchlist Coming soon
Investors build a multi-property watchlist with yield estimates and price history — all in one view.
Agent Messaging
Clients message their agent directly from the portal. The conversation threads into the GenieCRM™ lead record so agents have full context before they reply.
Activity Timeline Coming soon
Every listing viewed, search saved, favourite added, and message sent is already tracked against the account — dedicated timeline views in the portal and on the CRM lead profile are rolling out next — and mirrored to their GenieCRM™ lead profile in real time.
Give buyers a reason to come back every day.
Most IDX sites are search engines buyers visit once and forget. GeniePortal™ gives buyers a personalised home base — their searches, their favourites, their alerts, their market data — so your site becomes part of their daily routine.
Turn curious sellers into ready listings.
Most sellers research their home value long before they contact an agent. GeniePortal™ meets them there — with real data, real comps, and a direct path to requesting a CMA from your team.
Give investors the numbers they actually need.
Investors don't think about bedrooms and schools — they think about returns, tax assessments, and cash flow. GeniePortal™ gives them a dedicated view with the financial tools that match how they evaluate property.
Your agents see everything.
In real time.
Portal accounts are the same records your agents work every day — every registration, message, favourite, and search lands on the lead, search created, message sent, calculator used — appears instantly in their GenieCRM™ lead profile. No sync delay. No manual step. The portal and the CRM are the same system.
“Buyers are coming back to our site every day now. They have their saved searches, their favourites, their market reports — it's their dashboard, not just our website. Our agents can see exactly what each buyer is interested in before they ever pick up the phone.”
GeniePortal™ questions answered
What is GeniePortal™?
GeniePortal™ is a client-facing dashboard built into your MLS Genie™ website. When a visitor registers, they choose their persona — buyer, seller, or investor — and get their own dashboard with saved searches, favourites, listing history, direct agent messaging, and a profile. Persona-tailored buyer, seller, and investor tools are rolling out next.
How does GeniePortal™ sync with GenieCRM™?
Portal registration creates or updates the visitor's GenieCRM™ lead record automatically, client messages thread straight into that record with an instant agent email, and every portal action — saving a search, favouriting a listing, viewing a property — is tracked against it. A unified activity timeline view on the lead profile is coming soon.
Does a visitor need to register to use the portal?
Yes. Visitors register with their name and email, choose their persona (buyer, seller, or investor), and their account is created automatically. The registration also creates or updates their lead record in GenieCRM™. Agents are notified of new portal registrations instantly.
What does the buyer dashboard include?
The buyer dashboard includes saved searches, a favourites list, listing history, and direct agent messaging today. New-match and price-change alert emails, a mortgage payment estimator, neighbourhood comparison, and market condition data are coming soon.
What does the seller dashboard include?
The seller dashboard is coming soon. It will show an Automated Valuation Model for their property, comparable active and sold listings, market timing indicators, and a one-click CMA request that feeds directly into GenieCMA™. Today, sellers get the core portal — messaging, saved listings, and a profile — and their persona tags the lead in GenieCRM™.
What does the investor dashboard include?
The investor dashboard is coming soon. It will include a cap rate and cash-on-cash return calculator, a multi-property watchlist, and price-reduced alerts. Today, investors get the core portal and their persona tags the lead in GenieCRM™.
Which plans include GeniePortal™?
GeniePortal™ is included in every tier from Agent up.
