Add and Manage Clients

Create a client, choose its products and boards, review charges and complete website setup.

Prepare the client details

Collect the client contact and owner email, website domain, agent and brokerage information, MLS membership details and intended products. Use the client's real details when requesting licensed MLS access.

Add the client

1. Open Agency > Clients & billing and start client onboarding.
2. Enter the requested client and website information.
3. Choose Starter, Pro or Brokerage, the required MLS boards and any optional Home Valuations product.
4. Review the one-time onboarding charges, recurring subscriptions and any board supplier fees with their billing schedule.
5. Confirm the order. EAI charges your agency card for that purchase.
6. Follow the client and board statuses in your agency workspace and complete any requested authorization or documentation.

Client subscription billing starts when the client is onboarded. It does not wait for MLS approval. Approval typically takes 5 to 7 business days after complete information is submitted.

Build the website

Open the client's available account controls to configure their website and widgets. Follow Your First IDX Website for the three core pages and Home Valuations setup for AHV.

Client feature access follows the purchased plan. A partner Demo Site's full catalog does not change a client's entitlements. Enterprise is arranged separately through EAI.

Manage ongoing service

Review each client's active subscriptions, paid-through dates and available service controls in Clients & billing. Your agency bills the client independently. EAI bills your agency for the client's services. For a direct handoff, use Client Transfers.