How do I invite a buyer to their portal?

1. 1Open the buyer's deal and check their email. On a computer, press Edit details, check Email and press Save.
2. 2Press Preview as client to see their portal exactly as they will, and fill in what they will look for: conditions, the closing and deposit dates, your team contacts and any documents you share.
3. 3Press Invite to portal. It sits with the other buttons at the top of the deal on a computer, and in the row of buttons under the deal on a phone.
4. 4Gable says "Invite sent to" and their address. The button then reads Resend invite, in case they cannot find the first one.

Once your buyer has signed in, the button goes away: they are in.

Note: The invite is the only email Gable sends a buyer on its own button. Deadline reminders are not emailed to buyers, so tell your buyer about their dates yourself; they also see them in their portal.

Deadlines on a buyer deal still reach you. You get a Condition deadline or Deposit due reminder in the app three days before, the day before and on the day, and the same reminders in your morning brief email. See The buyer portal from accepted offer to closing.

• The button is greyed out and says "Add their email first. The invite goes there.": add the buyer's email with Edit details, then press Invite to portal.
• "That address belongs to a Gable account, not a client.": the email on the deal is yours or a teammate's. Put the buyer's own email on the deal.
• "Nothing was sent: client emails are paused right now.": no client email is going out at the moment. Try again later.
• The deal shows no Invite to portal button and the Portal access row reads "Removed": you removed this buyer. Press Restore access first. See Client privacy and removing access.
• They signed in and see "No listing yet": the email they used is not the one on the deal. Fix it with Edit details and press Resend invite.
• Their invite never arrived: ask them to check spam, then press Resend invite. Still nothing? Open Chat with Support, or email support@getgable.ca.