Creating Client Accounts

The Developer Portal offers flexible approaches to setting up new client accounts based on your workflow and client relationship.

MLS Research

Before embarking on a new project, use the MLS Research to confirm:

• IDX data feed status,
• IDX approval process
• MLS passthrough fees

Account Creation Methods

Method 1: Add Account Option

Use Add Account to create draft accounts independently, perfect for including Buying Buddy in your development process before client commitment:

1. Navigate to the Developer Portal
2. Select "Add Account"
3. Complete the basic account information:
   • Client business name
   • Agent/broker name and contact information
   • Website domain(s)
4. Submit to create the account (no communications sent to the client)

All draft accounts include:

• Full access to all widgets and features
• Demonstration MLS data for testing
• No communications sent to the client
• Unlimited development time

This allows you to integrate Buying Buddy into client sites during development without requiring immediate payment or MLS approval.

See The Account Provisioning Process for how Draft and Free trial accounts are upgraded

Method 2: Referral Links

For clients who prefer to handle their own registration:

1. Access the "Referral Links" section in the Developer Portal
2. Copy your unique referral code link
3. Send the link to your client with any instructions
4. Client completes the order form with their payment details

When clients use your referral link:

• The new account automatically appears in your Developer dashboard
• You maintain access for technical implementation
• Clients can choose free trial or paid options
• You receive appropriate referral credit

Account Types and Status

Understanding the different account states helps manage client expectations:

Draft Accounts

• Purpose: Development and testing
• Data: Demonstration MLS listings
• Duration: Unlimited until upgraded
• Client involvement: None required
• Billing: No charges until upgrade

Free Trial Accounts

• Purpose: Client evaluation
• Data: Demonstration MLS listings
• Duration: Limited trial period
• Client involvement: Client has access
• Billing: No charge during trial period

Pending Accounts

• Purpose: Transition to production
• Data: Demonstration MLS until approval
• Duration: Until MLS approval completes
• Client involvement: Client completes IDX approval
• Billing: Active billing based on selected plan

Live Accounts

• Purpose: Production use
• Data: Live MLS listings
• Duration: Ongoing subscription
• Client involvement: Full account access
• Billing: Active based on selected plan and features