What the agent portal is
Agents get their own portal that lists their clients’ inspections in one place. Inspections are sorted by inspection date. Inspections older than one month sit behind a Show More button. Agents read the same interactive online report as your clients. See Client portal for the client’s view.Send agents the portal link
- When you publish a report, Hive sends the report-ready email or text to the client and agent automatically through your automations. See Automations.
- To put the agent portal link in your own emails, use the Reports placeholder,
{{{agent_reports_portal_link}}}. It links to the agent reports portal with the Buyer Agent role. You’ll find it under Business Tools → Placeholders → Links.
What agents can do
Read the report or the defects summary
Agents open the full interactive report with photos. View Summary switches to a summary that shows only the defects. Readers can also search the report to find a specific comment.Build a repair request
The Repair Addendum button lets the agent pick defects from the published report, ask for a repair or a credit with a dollar amount and comment, and click Create Repair Addendum to get a PDF with photos. The addendum is a separate PDF, so your report never changes. See Repair addendum. You control whether agents see it under Business Tools → Report Customization → Repair Addendum → Show Repair Addendum to Buyer’s Agent.See recommended contractors
If you attach recommended contractors to defects, the digital report shows a recommendation link on those defects. Clicking it shows the contractor’s details. Contractors appear in the digital report only, not in the PDF. See Recommended contractors.Download the PDF
Download PDF saves the report as a PDF. Every report is available as a full PDF and a summary PDF.See when agents open the report
- Portal Activity on the inspection order page shows who opened the report and when, for clients and buyer’s agents. The Portal Activity page in the dashboard covers all inspections.
- To get an email whenever someone opens your report, turn on Org Settings → Business Management → Email me on report activity.
FAQ
Can an agent see all their clients' inspections in one place?
Can an agent see all their clients' inspections in one place?
Yes. The agent portal lists their clients’ inspections, sorted by inspection date.
Can I hide the repair addendum from agents?
Can I hide the repair addendum from agents?
Yes. Turn off Show Repair Addendum to Buyer’s Agent under Business Tools → Report Customization.
Does the agent's repair request change my report?
Does the agent's repair request change my report?
No. The repair addendum is a separate PDF generated from the report. Your published report is never edited by the agent.
Next step
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