Linked accounts record how people are related: a married couple buying together, a parent co-signing, the client who referred someone. The link is on the contact, so the context is there when you open them.
#Linking two contacts
- 1
Open a contact and go to Linked Accounts.
- 2
Click Link Account and search by name, email or phone.
- 3
Choose the relationship type.
- 4
Set what they share.
Three separate switches, see below.
- 5
Save.
#Relationship types
| Type | For |
|---|---|
| Spouse / Partner | Couples buying or owning together |
| Co-Buyer | Joint buyers on one transaction |
| Parent / Child | Family financial relationships, each is the mirror of the other |
| Sibling | Family groupings |
| Business Partner | Professionally connected contacts |
| Investor | Investor and client |
| Referral Source | Tracking who referred whom |
| Other | Anything that does not fit |
#What they share
Three switches control what linked contacts see of each other on their client portals:
| Switch | Effect |
|---|---|
| Share Favorites | Each can see the homes the other saved |
| Share Saved Searches | They share the same searches and alerts |
| Share Notes | Notes written for one are visible to the other |
A couple sharing favourites is helpful, they are shopping together. Sharing notes means anything you record about one person is readable by the other. For a couple that is usually fine; for a referral source or a business partner it is usually not.
All three can be changed later by editing the relationship. You do not have to unlink and start again.
#What they see on their dashboard
Once linked, each person sees their own activity and the other's side by side but never mixed. My Listings, My Favorites and Saved Searches each have a switch at the top:
| Tab | Shows |
|---|---|
| My Listings (or My Favorites, My Saved Searches) | Only their own |
| Shared from linked accounts | Only what their linked contacts share, grouped by person with that person's name, email and relationship |
Someone who is not linked to anyone sees only their own tab, with no shared option at all.
Their Linked Accounts page lists every account they are linked with, the relationship, both names and emails, the date they were linked, and a Shared notes button where notes are shared. New shared notes show as a red count on that button.
In your own admin panel, Linked Accounts shows every relationship under your agent account, with Edit and Shared notes for each pair. Your contacts only ever see the links they are part of, and cannot edit or remove them.
#Both people are told
When you link two contacts, both receive an in-app notification naming the other person and the relationship, and you get a confirmation. Removing a link notifies both as well.
A link is not a private annotation, the people involved find out. That is right for a couple and awkward if you linked the wrong record.
#History
The tab shows current links and previously linked contacts who have since been unlinked, so the record survives the relationship. Re-linking two people is recognised as a reactivation.
#Why bother
- Co-buyer transactions show everyone involved.
- Referral networks become visible, you can see who sends you business.
- You never email one half of a couple about a home the other already rejected.