Do you frequently visit the same websites throughout your workday?

Whether you're checking MLS listings, researching property information, or accessing your favorite real estate tools, switching between different websites can become time-consuming.

With AGENTVIEW Custom Links, you can create personalized shortcuts to the websites you use most often and access them directly from your CRM's navigation menu.

It's a simple way to keep your important resources organized and within easy reach.

Step 1: Open Your Custom Links Dashboard

1. From the left navigation menu in AGENTVIEW, click Custom Links.

2. Your Custom Links dashboard will open.

3. Click Add New Custom Link in the upper-right corner.

This opens the form where you can create your new shortcut.

Step 2: Customize Your Link

AGENTVIEW allows you to personalize each shortcut so it's easy to recognize.

You'll need to provide three pieces of information:

1. Select an Icon

Choose an icon that represents the website or resource you're adding.

For example, you might select an icon that helps you identify an MLS website, property research tool, or marketing resource.

Icons make your shortcuts easier to recognize in your navigation menu.

2. Name Your Custom Link

Enter a name that clearly identifies the website.

Some examples include:

• My MLS

• County Property Records

• Title Company

• Real Estate Forms

• Marketing Resources

• Brokerage Portal

Choose a short, descriptive name so you can quickly identify the link when you need it.

3. Enter the Website URL

Copy and paste the complete website address into the URL field.

Make sure to include the full address, beginning with https://.

For example:

https://www.example.com

Important: Entering the complete URL helps ensure your shortcut directs you to the correct website.

Step 3: Create Your Custom Link

Once you've selected an icon, entered a name, and added the website URL, complete the link creation process using the form's save option.

Your new Custom Link will appear in your AGENTVIEW side navigation menu.

You can now use that shortcut to access the website without having to manually type its address each time.

How Can Custom Links Help Your Business?

Custom Links are especially useful for keeping frequently accessed real estate resources together.

Here are a few ways you might use them.

MLS Access

Create a shortcut to your MLS portal so you can quickly access property listings, market information, and other MLS tools.

Property Research

Add links to county assessor websites, property tax resources, or other public property information services.

Transaction Resources

Keep frequently used title company portals, disclosure resources, or real estate forms websites within easy reach.

Marketing Tools

Create shortcuts to websites you use for designing flyers, editing property photos, or managing other marketing activities.

Brokerage Resources

If your brokerage uses a separate website for announcements, documents, or internal resources, you can create a convenient shortcut.

Tips for Organizing Your Custom Links

• Use Clear Names: Choose names that immediately tell you what each shortcut opens.

• Choose Recognizable Icons: Match the icon to the type of website whenever possible.

• Use Complete Website Addresses: Include https:// when entering your links.

• Focus on Frequently Used Resources: Start with the websites you visit regularly rather than adding every website you occasionally use.

• Check Your Links: After creating a shortcut, click it to confirm it opens the intended website.

Quick Tip: Think about the websites you open almost every day. If you're constantly switching from AGENTVIEW to your MLS, brokerage portal, or property research websites, those are excellent candidates for Custom Links.

By keeping your favorite resources accessible from your AGENTVIEW navigation menu, you can spend less time searching for websites and more time focusing on your clients and real estate business.