User Guide

How to use the Billingsley client portal

One workspace, two experiences. Tenants and investors browse the portfolio, save properties, make offers and book event venues. The Billingsley leasing team manages listings, runs auctions, works leads and reads analytics. This guide covers both — with screenshots of every screen.

Tenants & investors Leasing team
01Everyone

Getting started

From any page on the public site, click Client Portal in the top-right corner of the header. The sign-in window opens with tabs for returning users (Sign in) and new accounts (Get started).

  1. 1Click Client Portal in the site header.
  2. 2Pick your account typeTenant / Investor if you're here to browse and lease, or Leasing Team if you're Billingsley staff.
  3. 3Enter your details and continue. You'll land directly in your dashboard.

This is a demo workspace — the login fields are optional. Just choose an account type and click the button to jump straight in. No real credentials are stored.

The sign-in window — switch between Sign in / Get started and choose Tenant / Investor or Leasing Team.
02Everyone

Two ways to use it

The portal has two experiences that share one workspace at /app:

Tenant / Investor

A client. Browse the whole portfolio, shortlist properties, make offers, bid in live auctions, and book event venues across the communities.

Leasing team

Billingsley staff. Manage listings with AI tools, run auctions, work the leads pipeline, and review full portfolio analytics.

Your account type decides what you see. You can preview the other view anytime from the account menu (see section 07).

03For clients

Your dashboard

Your home base as a client. At a glance you see how many properties you've saved, your active offers, booked tours and fresh matches for your search.

  1. 1The four cards up top summarize your activity.
  2. 2Upcoming tour shows your next scheduled viewing — click View listing to revisit it.
  3. 3Explore the market maps every available property; Your Offers tracks each bid's status.
  4. 4Scroll down for your Saved Properties and personalized Recommended picks.
The client dashboard — activity stats, your next tour, a live market map and your open offers.
04For clients

Browsing properties

Browse in the sidebar opens the full catalog — every property and land parcel across the Billingsley portfolio.

  1. 1Filter by category (House, Condo, Loft, Commercial, Land…) using the chips at the top.
  2. 2Narrow by status (Active, Pending, Under Offer) on the second row.
  3. 3Type an address, city or zoning in the search box to find a specific listing.
  4. 4Toggle between grid and table views with the buttons on the right.
  5. 5Click any card to open the full listing.
Browse — category + status filters, search, and grid/table views over the whole portfolio.
05For clients

Offers & bidding

My Offers is your live auction and offer console. Watch the current bid, the reserve and the countdown in real time, then place your bid.

  1. 1The big number is the current high bid; the bar shows progress past the reserve.
  2. 2The countdown tells you how long is left before the lot closes.
  3. 3Enter an amount in Your bid (it must beat the listed minimum) and submit.
  4. 4Back on your dashboard, Your Offers shows whether each is Leading, Under review or countered.
My Offers & Bids — the live auction console with reserve tracking, countdown and a bid box.
06For clients

Booking event venues

Beyond leasing, you can rent Billingsley spaces for events — from The Sound's amphitheater lawn to the Arts Plaza terrace. Venues lists every rentable space for weddings, shoots, galas and private parties.

  1. 1Filter venues by event type (Wedding, Corporate, Gala…).
  2. 2Open a venue to see its capacity, rates, amenities and next availability.
  3. 3Click Request to book (or New booking) and pick your date, guest count and hours — a live estimate updates as you go.
Event Venues — browse rentable spaces, compare capacity and rates, and request a booking.
07Everyone

Account & switching views

Your name at the bottom-left of the sidebar opens the account menu.

  1. 1View as… switches between the Tenant / Investor and Leasing Team experiences (handy for previewing both in this demo).
  2. 2View public site jumps back to the marketing site.
  3. 3Sign out ends your session and returns you home.
The account menu — switch views, visit the public site, or sign out.
For the Billingsley team
08For the team

Team command center

The team lands on a full command center: revenue trends, sales-vs-rentals-vs-land mix, a live DFW portfolio map, the activity feed, top listings, the lead pipeline and the agent leaderboard.

Leasing Team accounts also unlock Leads and Analytics in the sidebar — both are hidden from clients.

The team command center — KPIs, revenue, portfolio map and pipeline in one view.
09For the team

Listings & AI Studio

Open any listing to manage it. Reorder photos, set the cover, edit status and publishing — and use the AI Studio to generate listing-grade media in a click.

  • AI Photo Enhancement — auto color, lighting, sky-replace and 4K upscale across the gallery.
  • AI Virtual Staging — furnish an empty space in seconds, in your chosen style.
  • AI Video Tour — a cinematic walkthrough generated from the photos.
  • 3D model + 360° tour, plus an automated valuation with comps.

There's also Plan → 3D: upload an architect's floor plan and generate a 3D dollhouse of the layout.

The AI Studio inside the listing editor — photo enhancement, virtual staging and video tours.
10For the team

Leads CRM

Leads is a drag-and-drop CRM. Each prospect moves through New → Contacted → Touring → Offer → Closed, with an AI fit-score, budget and the listing they're interested in.

  1. 1Drag a lead card between columns as the relationship progresses.
  2. 2Read the AI score to prioritize the hottest prospects.
  3. 3Open a lead for contact details and the property they're tracking.
Leads — a kanban pipeline with AI fit-scores, budgets and interested listings.
11For the team

Analytics

Analytics is the portfolio performance view: revenue vs target, volume and deals, conversion funnel, goal gauges, the agent leaderboard and market insights — all filterable by period.

Analytics — revenue, conversion, goals and market intelligence over any time range.

Ready to dive in?

Open the portal and explore — switch between the client and team views anytime from the account menu.