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Client Messaging

The messaging system lets you communicate with clients directly within ListHouze. Conversations happen in real time - no page refresh required.

Accessing Messages

From the sidebar, navigate to Activity > Messages, or go directly to /dashboard/mortgage/messages.

Conversation List

The left panel displays all your message threads, sorted by most recent activity. Each conversation shows:

  • Client name
  • Preview of the latest message
  • Timestamp of last activity
  • Unread message count badge

Searching Conversations

Use the search bar at the top of the conversation list to search across all your threads. You can search by client name, subject, property reference, or suburb.

Reading & Replying

Click on a conversation to open the full chat view in the main panel. Messages are displayed as chat bubbles with date dividers separating different days.

Composing Messages

Type your message in the input field at the bottom of the chat area and press Enter or click Send. Messages are delivered instantly.

Read Receipts

The system tracks when messages are read, so you can see whether your client has viewed your response.

Quick Reply Suggestions

To help you respond efficiently, the platform offers pre-built quick reply suggestions tailored to mortgage broker conversations. Click a suggestion to insert it into the message input, then edit as needed before sending.

File Attachments

You can send files within a conversation - useful for sharing loan documents, rate comparisons, or pre-approval letters. Click the attachment icon in the message input area to select a file.

Managing Conversations

Archiving

Archive a conversation to remove it from your active list without deleting the message history. Archived conversations can be accessed later if needed.

Deleting

Delete a conversation to permanently remove it from your inbox.

When a conversation is linked to a specific property listing, you can navigate directly to that listing from within the chat.

Real-Time Updates

Messages are delivered and displayed in real time using live subscriptions. You don't need to refresh the page - new messages appear automatically as they arrive.


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