Client portal guide

How to use your client portal.

Everything your listings live in — photos, floor plans, tours, property websites — sits in your portal at listings.carolinahomephotos.com. These are the questions agents ask us most. If yours is not here, call 704-285-0527 and we will walk you through it.

Getting in the first time

You cannot sign yourself up from a search engine. Your account is created from a link we send you.

  1. Open the portal link from any delivery email we have sent you.
  2. Enter your name, email address and a password.
  3. You are in. You can change that password later in your account settings.
Lost the link? Call us and we will resend it. You do not need an account to download a gallery — the download link in your delivery email works on its own — but you do need one to manage photos, websites and your team.

Your profile and your photo

Your headshot and contact details appear on the branded property websites we build for your listings, so this is worth doing once, properly.

Add or change your headshot
  1. Log in to the portal.
  2. Go to Settings.
  3. Click User Details.
  4. Find the Profile Photo field.
  5. Drag your headshot onto the upload area, or click it to browse.
  6. Save your changes.

The same screen holds your name, email, phone, time zone and password. Changes here affect only you, not your team or your brokerage.

Add your social media profiles
There is a Social Profile Links section in the left-hand menu. Facebook, Instagram and LinkedIn links added there flow onto your property websites and marketing materials.
Add your brokerage logo
Your company logo does appear on branded property websites, but the portal's own help documentation does not publish steps for uploading it as an agent — the only documented logo upload is the one on our side, which is our logo, not yours. It most likely sits under your team settings. Rather than send you hunting, call us on 704-285-0527 and we will either point you at it or load it for you.

Your team

If you work with a partner, an assistant or a transaction coordinator, they can have their own login rather than sharing yours.

Add a team member or an admin
  1. Open Team Settings from the left-hand menu, then Team.
  2. Go to Members and Admin.
  3. Add the person's first name, last name, email and phone number.
  4. Send the invitation. They have to accept it before the account works.

Adding a lot of people at once? There is a bulk CSV import on the same screen.

What is the difference between a member and an admin?
A member sees only their own listings and can order for themselves. An admin sees every team member's listings, can order on behalf of members, add and remove users, change roles and edit team settings. You can have more than one admin.
Remove someone from the team
Under Members and Admin, choose Remove member. That archives them and they lose access to team listings and settings.
Join a team that already exists
Use the dropdown at the top left, pick Create or join a team, then Join a team, and enter the affiliate code. Your team's admin can find that code in the team settings, or we can give it to you. Whoever joins starts as a member; an admin can promote them.

Photos

Rearrange the order of your photos
  1. Open the listing and click into Images.
  2. Click Rearrange.
  3. Drag each photo where you want it and drop it.
  4. Click Save.

Save before you leave the page — unsaved changes are lost. The slider above the grid makes the thumbnails bigger while you work. Do this on a laptop or desktop if you can; dragging on a phone is painful.

Group photos by room
On the same screen, click + Create groups, name the group — "Living Room", "Primary Suite" — click Add, then Create Groups. Open a group and drag photos into it, then save.
Hide a photo without deleting it
On the listing's Images tab, click the three dots under the photo and choose Hide in gallery. It drops to the bottom of the section and disappears from both the branded and unbranded websites. It stays downloadable, and Display in gallery puts it back. One photo at a time.
Change the order of the slideshow on the property website
Reordering your photos as above also sets the order they appear in on the property website. There is no separately documented slideshow order, and we would rather tell you that than invent a menu that does not exist. If you have reordered your gallery and the website has not followed, call us — that is worth us looking at on your actual listing.
Add captions to images
There is a captions tool in the portal on the listing's image screen. If you are labelling rooms for a property website, captions and groups do related jobs — ask us which one fits what you are trying to do.

Downloading

MLS size or print size?
Both are in your Download Center, under the images:
  • Print Quality — the full original size. Use it for brochures, signs, anything printed.
  • Web / MLS Quality — resized to 2048 x 1536. Use it for the MLS and for social.
  • Custom Sized Images — tick it, type a width and height in pixels, and download at exactly that size.

You can tick more than one and get several sizes in the same download. Check your MLS's own size limits before you upload.

Download everything at once
Open the link in your delivery email — no login needed — click Download at the top right, tick what you want (photos, video, 3D tour, property website) and click Download Selected. It arrives as a Zip in your Downloads folder. On Windows, right-click it and choose Extract All; on a Mac, double-click it.
Download just one photo
In the Download Center, scroll to the individual images and use Download Print Quality or Download Web Quality underneath the one you want. On an iPhone or iPad, press and hold the image to save it straight to your camera roll.

Property websites

Branded or unbranded — which link goes where?
  • Unbranded goes in the MLS. It carries no agent name, photo or contact details, because most MLSs forbid them.
  • Branded goes everywhere else — social, your own site, YouTube, email. It carries your name, photo, phone, email and logo.

Both links sit on the listing page, under Property Websites. Putting the branded link in the MLS is the single most common mistake we see, and some MLSs will fine you for it.

Edit the property website
On the listing, open the Property Websites tab and click Editor. Settings covers theme, fonts, colours and SEO; Sections lets you drag whole sections into a different order using the handle to the left of the name. You can preview branded or unbranded, and desktop or mobile. Click Save and Exit and it is live immediately.
Share to social media
On the listing, the sharing icons sit at the top of the image banner. Click the + icon and pick your platform — Facebook, Instagram, LinkedIn, Pinterest and others.

Other things the portal does

Worth knowing about, even if you never need them.

Ordering and scheduling

Place a new order with Place Order at the top left. Past orders and invoices live under Orders, where you can also reschedule an appointment. Save a card under Payment Cards so you are not retyping it every time.

Marketing materials

There is a marketing centre for flyers and social graphics built from your listing photos, plus QR codes that point at your property website — useful on a sign rider or a flyer.

Analytics

Property website traffic is tracked in the portal, so you can show a seller how many people viewed their listing. You can add your own Facebook Pixel ID if you are running ads.

Notifications

You can control what the portal emails and texts you, for yourself and for your team, so delivery alerts go to the right person.

A note on these instructions. The portal's software is updated regularly and a button occasionally moves or gets renamed. If a step here does not match what you are looking at, that is on us — call 704-285-0527 and we will sort it out and fix the page.

Still stuck?

Call 704-285-0527 or email don@carolinahomephotos.com. We would rather spend two minutes on the phone than have you fighting a menu.

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Carolina Home Photos

Real estate photography, video, 3D tours and floor plans for agents across the Charlotte metro. Photos back by noon the next day.